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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
12,835
shares
|
$1.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,568
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,401
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
12,388
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
12,271
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,105
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,087
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,070
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
12,024
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
12,019
shares
|
$1.31 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.31 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
11,943
shares
|
$1.31 Million
0.35% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
11,860
shares
|
$1.3 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,748
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,744
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,716
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
11,662
shares
|
$1.28 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
11,647
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,617
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
11,607
shares
|
$1.27 Million
0.59% of portfolio
|
Q2 2025
Reduced 81.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,491
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,468
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,448
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,380
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Added 0.79%
|