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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
69
shares
|
$7,728
0.02% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
69
shares
|
$7,728
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$7,392
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66
shares
|
$7,392
0.01% of portfolio
|
Q1 2024
Reduced 94.13%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
66
shares
|
$7,392
0.0% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
66
shares
|
$7,392
0.02% of portfolio
|
Q2 2025
Reduced 93.52%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
66
shares
|
$7,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
66
shares
|
$7,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
65
shares
|
$7,280
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
56
shares
|
$6,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
55
shares
|
$6,160
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$6,160
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
55
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
54
shares
|
$6,048
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
53
shares
|
$5,936
0.0% of portfolio
|
Q2 2025
Reduced 56.56%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,824
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
51
shares
|
$5,712
0.0% of portfolio
|
Q2 2025
Reduced 80.38%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
51
shares
|
$5,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
48
shares
|
$5,376
0.0% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,152
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
45
shares
|
$5,040
0.0% of portfolio
|
Q2 2025
Reduced 99.6%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
45
shares
|
$5,040
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
44
shares
|
$4,928
0.0% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,592
0.02% of portfolio
|
Q3 2024
New holding
|