Institutional Ownership Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD). We have compiled data on the 1,213 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
275
shares
|
$30,008
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271
shares
|
$29,571
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
271
shares
|
$29,571
0.0% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,462
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
265
shares
|
$28,916
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
261
shares
|
$28,480
0.01% of portfolio
|
Q1 2025
Reduced 71.51%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
260
shares
|
$28,371
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
260
shares
|
$28,371
0.01% of portfolio
|
Q1 2025
Added 39.04%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
255
shares
|
$27,825
0.03% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
240
shares
|
$26,188
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
238
shares
|
$25,970
0.01% of portfolio
|
Q2 2024
Added 164.44%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
238
shares
|
$25,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
227
shares
|
$24,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
217
shares
|
$23,679
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
216
shares
|
$23,569
0.0% of portfolio
|
Q1 2016
Added 782.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
211
shares
|
$23,024
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
210
shares
|
$22,915
0.0% of portfolio
|
Q1 2021
Reduced 41.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
208
shares
|
$22,696
0.0% of portfolio
|
Q1 2025
Added 69.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$22,587
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$22,151
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$21,824
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
200
shares
|
$21,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
200
shares
|
$21,824
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$21,824
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
198
shares
|
$21,605
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|