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 |
|---|---|---|---|---|---|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
24,360
shares
|
$2.67 Million
2.68% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
24,181
shares
|
$2.65 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
24,048
shares
|
$2.63 Million
1.36% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
23,891
shares
|
$2.61 Million
0.94% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
23,834
shares
|
$2.61 Million
0.35% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
23,673
shares
|
$2.59 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,459
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Added 46.12%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
23,346
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
23,330
shares
|
$2.55 Million
0.2% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
23,188
shares
|
$2.54 Million
0.97% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
23,101
shares
|
$2.53 Million
0.26% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
22,625
shares
|
$2.48 Million
0.46% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
22,490
shares
|
$2.46 Million
0.61% of portfolio
|
Q2 2025
Reduced 62.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,427
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
22,226
shares
|
$2.43 Million
1.97% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
22,128
shares
|
$2.42 Million
1.13% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
22,112
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
22,025
shares
|
$2.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
22,012
shares
|
$2.41 Million
0.68% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
21,626
shares
|
$2.37 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
21,498
shares
|
$2.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.35 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
21,274
shares
|
$2.33 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
21,262
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Added 377.48%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,848
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2025
New holding
|