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 1,232 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,718
shares
|
$2.05 Million
1.86% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
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%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
18,456
shares
|
$2.02 Million
2.49% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
18,341
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
18,283
shares
|
$2 Million
1.53% of portfolio
|
Q2 2025
Added 454.03%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
18,256
shares
|
$2 Million
1.39% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
18,223
shares
|
$1.99 Million
1.48% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,162
shares
|
$1.99 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,136
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2023
Added 39.46%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
18,100
shares
|
$1.98 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
17,981
shares
|
$1.97 Million
1.5% of portfolio
|
Q1 2025
Added 67.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
17,803
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.09%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
17,770
shares
|
$1.94 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,766
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2022
Added 6.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
17,683
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 72.69%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
17,496
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,451
shares
|
$1.91 Million
0.33% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
17,002
shares
|
$1.86 Million
0.98% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
16,811
shares
|
$1.84 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,694
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
16,639
shares
|
$1.82 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
16,533
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,517
shares
|
$1.81 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
16,379
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2025
Reduced 25.0%
|