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 1,217 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $28.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
76,944
shares
|
$8.42 Million
0.58% of portfolio
|
Q2 2025
Reduced 60.19%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
76,497
shares
|
$8.37 Million
0.72% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
75,660
shares
|
$8.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
75,467
shares
|
$8.26 Million
1.86% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
75,174
shares
|
$8.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
74,462
shares
|
$8.15 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
74,360
shares
|
$8.14 Million
0.67% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
73,062
shares
|
$7.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
National Mutual Funds Management LTD
Sydney, C3 |
May 15, 2025 Q1 2025 |
72,751
shares
|
$7.96 Million
100.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
May 15, 2025 Q1 2025 |
72,232
shares
|
$7.9 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
71,727
shares
|
$7.85 Million
0.19% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
71,383
shares
|
$7.81 Million
0.12% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
71,340
shares
|
$7.81 Million
2.12% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
71,170
shares
|
$7.79 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
70,803
shares
|
$7.75 Million
1.4% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
70,733
shares
|
$7.74 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
69,804
shares
|
$7.64 Million
5.78% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
69,735
shares
|
$7.63 Million
1.95% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
68,218
shares
|
$7.46 Million
1.52% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
67,910
shares
|
$7.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,739
shares
|
$7.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
66,470
shares
|
$7.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
66,288
shares
|
$7.25 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
65,469
shares
|
$7.16 Million
3.91% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
65,411
shares
|
$7.16 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.88%
|