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 |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
30,866
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
30,803
shares
|
$3.37 Million
0.36% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,730
shares
|
$3.36 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
30,532
shares
|
$3.34 Million
2.85% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
30,420
shares
|
$3.33 Million
1.3% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
30,209
shares
|
$3.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
29,838
shares
|
$3.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
29,771
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
29,388
shares
|
$3.22 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
29,364
shares
|
$3.21 Million
0.45% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
29,213
shares
|
$3.2 Million
0.45% of portfolio
|
Q2 2025
Added 1276.02%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,160
shares
|
$3.19 Million
1.1% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
29,075
shares
|
$3.18 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
29,070
shares
|
$3.18 Million
0.59% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
29,065
shares
|
$3.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
28,790
shares
|
$3.15 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
28,762
shares
|
$3.15 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
28,721
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.12 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
28,429
shares
|
$3.11 Million
1.33% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,398
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
28,334
shares
|
$3.1 Million
0.29% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.1 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,165
shares
|
$3.08 Million
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
27,967
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|