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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
27,764
shares
|
$3.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,592
shares
|
$3.02 Million
2.49% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
27,543
shares
|
$3.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
27,451
shares
|
$3 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
27,362
shares
|
$2.99 Million
0.03% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
26,980
shares
|
$2.95 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
26,785
shares
|
$2.93 Million
0.24% of portfolio
|
Q2 2025
Added 1005.45%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
26,570
shares
|
$2.91 Million
0.88% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
26,482
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 200.86%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
26,400
shares
|
$2.89 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
26,283
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
26,205
shares
|
$2.87 Million
0.43% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
26,016
shares
|
$2.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
25,758
shares
|
$2.82 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
25,475
shares
|
$2.79 Million
1.81% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
25,278
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
25,000
shares
|
$2.74 Million
0.47% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
24,998
shares
|
$2.74 Million
2.31% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
24,820
shares
|
$2.72 Million
1.17% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
24,803
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
24,694
shares
|
$2.7 Million
2.22% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
24,526
shares
|
$2.68 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
24,418
shares
|
$2.67 Million
2.22% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
24,378
shares
|
$2.67 Million
2.12% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
24,376
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.28%
|