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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,347
shares
|
$1.79 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
16,309
shares
|
$1.78 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
16,273
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
16,194
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
16,125
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
16,083
shares
|
$1.76 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16,078
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,958
shares
|
$1.75 Million
0.14% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
15,885
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,809
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
15,721
shares
|
$1.72 Million
0.69% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
15,546
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
15,410
shares
|
$1.69 Million
0.37% of portfolio
|
Q2 2025
Added 43.88%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,386
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,138
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,070
shares
|
$1.65 Million
0.21% of portfolio
|
Q2 2025
Reduced 75.73%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
15,068
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.77%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
14,928
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
14,900
shares
|
$1.63 Million
1.73% of portfolio
|
Q2 2025
Added 148.33%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
14,744
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,518
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,369
shares
|
$1.57 Million
0.31% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
14,269
shares
|
$1.56 Million
0.72% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
14,236
shares
|
$1.56 Million
0.99% of portfolio
|
Q2 2025
Added 2.22%
|