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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$21,278
0.02% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
195
shares
|
$21,278
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
192
shares
|
$20,951
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
191
shares
|
$20,841
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
181
shares
|
$19,750
0.01% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
175
shares
|
$19,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
172
shares
|
$18,768
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
164
shares
|
$17,895
0.01% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
160
shares
|
$17,459
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
156
shares
|
$17,022
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
151
shares
|
$16,477
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
132
shares
|
$14,403
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
122
shares
|
$13,312
0.0% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
122
shares
|
$13,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$12,985
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
119
shares
|
$12,985
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
118
shares
|
$12,876
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
117
shares
|
$12,767
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
116
shares
|
$12,657
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
112
shares
|
$12,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,112
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
110
shares
|
$12,003
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
108
shares
|
$11,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
104
shares
|
$11,348
0.01% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$10,912
0.01% of portfolio
|
Q3 2024
New holding
|