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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
14,165
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Added 48.51%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
14,153
shares
|
$1.55 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
14,145
shares
|
$1.55 Million
0.92% of portfolio
|
Q2 2025
Added 33.87%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
14,108
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
14,085
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,061
shares
|
$1.54 Million
0.45% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,914
shares
|
$1.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
13,887
shares
|
$1.52 Million
1.28% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,803
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
13,598
shares
|
$1.49 Million
0.48% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$1.48 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
13,526
shares
|
$1.48 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
13,518
shares
|
$1.48 Million
0.66% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,485
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
13,437
shares
|
$1.47 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,426
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
13,360
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
13,353
shares
|
$1.46 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
13,313
shares
|
$1.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
13,280
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
13,134
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
13,116
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.43 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
12,935
shares
|
$1.42 Million
0.76% of portfolio
|
Q2 2025
Added 0.78%
|