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 |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,556
shares
|
$4 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
36,502
shares
|
$3.99 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
35,553
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
35,159
shares
|
$3.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
35,102
shares
|
$3.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
34,943
shares
|
$3.82 Million
2.37% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
34,855
shares
|
$3.81 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
34,778
shares
|
$3.81 Million
0.16% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
34,662
shares
|
$3.79 Million
2.53% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
34,468
shares
|
$3.77 Million
2.68% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
34,350
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
34,004
shares
|
$3.72 Million
1.84% of portfolio
|
Q2 2025
Added 84.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
34,004
shares
|
$3.72 Million
1.84% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,949
shares
|
$3.71 Million
0.07% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
33,581
shares
|
$3.67 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33,471
shares
|
$3.66 Million
0.12% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
33,388
shares
|
$3.65 Million
2.32% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
33,291
shares
|
$3.64 Million
2.95% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
33,107
shares
|
$3.62 Million
3.05% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
32,763
shares
|
$3.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,174
shares
|
$3.52 Million
0.37% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
31,988
shares
|
$3.5 Million
3.37% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
31,798
shares
|
$3.48 Million
0.39% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,675
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
31,383
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Added 0.99%
|