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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
65,191
shares
|
$7.13 Million
1.78% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
65,183
shares
|
$7.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
64,064
shares
|
$7.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
63,665
shares
|
$6.97 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$6.92 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
62,114
shares
|
$6.8 Million
2.29% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
61,914
shares
|
$6.77 Million
0.08% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
61,630
shares
|
$6.74 Million
0.01% of portfolio
|
Q2 2025
Added 55.42%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
61,614
shares
|
$6.74 Million
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
61,325
shares
|
$6.71 Million
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.7 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
60,433
shares
|
$6.61 Million
1.27% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
60,045
shares
|
$6.57 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Aozora Bank, Ltd.
|
Jul 31, 2025 Q2 2025 |
60,000
shares
|
$6.56 Million
6.78% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
59,931
shares
|
$6.56 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
59,341
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,890
shares
|
$6.44 Million
2.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
58,824
shares
|
$6.44 Million
6.29% of portfolio
|
Q4 2022
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
58,745
shares
|
$6.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
58,617
shares
|
$6.41 Million
1.64% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
58,100
shares
|
$6.36 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
58,046
shares
|
$6.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
58,016
shares
|
$6.35 Million
1.32% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
57,282
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
56,285
shares
|
$6.16 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.53%
|