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 |
|---|---|---|---|---|---|
|
Napier Park Global Capital (Us) LP
New York, NY |
Aug 12, 2022 Q2 2022 |
97,150
shares
|
$10.9 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
96,690
shares
|
$10.8 Million
2.11% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
96,275
shares
|
$10.8 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
95,492
shares
|
$10.7 Million
4.17% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
95,196
shares
|
$10.7 Million
2.52% of portfolio
|
Q2 2023
New holding
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
92,385
shares
|
$10.3 Million
2.6% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
91,401
shares
|
$10.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
90,585
shares
|
$10.1 Million
5.21% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
89,193
shares
|
$9.99 Million
0.67% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
88,157
shares
|
$9.87 Million
0.29% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
88,139
shares
|
$9.87 Million
4.33% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
87,700
shares
|
$9.82 Million
0.58% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.77 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
86,675
shares
|
$9.71 Million
2.03% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
85,956
shares
|
$9.63 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
Nov 13, 2023 Q3 2023 |
85,104
shares
|
$9.53 Million
100.0% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
84,188
shares
|
$9.43 Million
0.34% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
83,747
shares
|
$9.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
82,079
shares
|
$9.19 Million
0.05% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
80,582
shares
|
$9.03 Million
5.41% of portfolio
|
Q2 2025
Added 116.57%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
79,750
shares
|
$8.93 Million
0.0% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
78,724
shares
|
$8.82 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
78,690
shares
|
$8.81 Million
0.62% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
78,579
shares
|
$8.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
77,963
shares
|
$8.73 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.69%
|