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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
54
shares
|
$5,892
0.0% of portfolio
|
Q4 2024
Reduced 79.55%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
53
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,674
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
52
shares
|
$5,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
51
shares
|
$5,565
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
48
shares
|
$5,237
0.0% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,019
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
45
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,473
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,819
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
35
shares
|
$3,819
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,710
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
32
shares
|
$3,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,273
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
30
shares
|
$3,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
26
shares
|
$2,837
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
25
shares
|
$2,728
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$2,509
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
22
shares
|
$2,400
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,400
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$2,182
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
18
shares
|
$1,964
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
17
shares
|
$1,855
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
17
shares
|
$1,855
0.0% of portfolio
|
Q1 2025
Reduced 63.83%
|