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 |
|---|---|---|---|---|---|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
20,759
shares
|
$2.27 Million
0.67% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
20,620
shares
|
$2.26 Million
1.43% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
20,597
shares
|
$2.25 Million
1.03% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
20,435
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
20,370
shares
|
$2.23 Million
1.48% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
20,166
shares
|
$2.21 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
20,134
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,131
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,109
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$2.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 96.49%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,957
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,854
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Added 197.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,655
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Added 41.58%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
19,589
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
19,340
shares
|
$2.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
19,323
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2022
Added 6.66%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
19,183
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.89%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
19,125
shares
|
$2.09 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,119
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
18,983
shares
|
$2.08 Million
0.34% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,978
shares
|
$2.08 Million
1.23% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
18,802
shares
|
$2.06 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
18,787
shares
|
$2.06 Million
0.31% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
18,610
shares
|
$2.04 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
18,456
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 38.54%
|