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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
41
shares
|
$4,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
38
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,920
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
35
shares
|
$3,920
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,808
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,360
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
30
shares
|
$3,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
26
shares
|
$2,912
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
25
shares
|
$2,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
25
shares
|
$2,800
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
23
shares
|
$2,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$2,576
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
22
shares
|
$2,464
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,464
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$2,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$2,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18
shares
|
$2,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
18
shares
|
$2,016
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$2,016
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,904
0.0% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
17
shares
|
$1,904
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,680
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
14
shares
|
$1,568
0.0% of portfolio
|
Q2 2025
New holding
|