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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$31,698
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
278
shares
|
$31,138
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
277
shares
|
$31,026
0.0% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
277
shares
|
$31,026
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
275
shares
|
$30,802
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
271
shares
|
$30,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271
shares
|
$30,354
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
271
shares
|
$30,354
0.0% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$30,242
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
268
shares
|
$30,018
0.02% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
265
shares
|
$29,682
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
264
shares
|
$29,570
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
262
shares
|
$29,346
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
260
shares
|
$29,122
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
250
shares
|
$28,002
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
250
shares
|
$28,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
240
shares
|
$26,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
240
shares
|
$26,882
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
238
shares
|
$26,658
0.01% of portfolio
|
Q2 2024
Added 164.44%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
231
shares
|
$25,874
0.03% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
227
shares
|
$25,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
224
shares
|
$25,090
0.0% of portfolio
|
Q2 2025
Added 202.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
219
shares
|
$24,530
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
217
shares
|
$24,306
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
210
shares
|
$23,522
0.0% of portfolio
|
Q1 2021
Reduced 41.67%
|