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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$23,186
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$22,738
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$22,402
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
200
shares
|
$22,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
200
shares
|
$22,402
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$22,402
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
200
shares
|
$22,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
198
shares
|
$22,177
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$21,841
0.02% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
195
shares
|
$21,841
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
192
shares
|
$21,505
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
191
shares
|
$21,393
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
190
shares
|
$21,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
189
shares
|
$21,169
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
177
shares
|
$19,825
0.01% of portfolio
|
Q2 2025
Added 129.87%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
175
shares
|
$19,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
167
shares
|
$18,705
0.01% of portfolio
|
Q2 2025
Added 54.63%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
164
shares
|
$18,369
0.01% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
156
shares
|
$17,473
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
154
shares
|
$17,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
153
shares
|
$17,137
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
146
shares
|
$16,353
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
142
shares
|
$15,905
0.0% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
141
shares
|
$15,793
0.01% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$14,225
0.01% of portfolio
|
Q2 2025
Reduced 3.79%
|