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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.24 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
11,353
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
11,180
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 246.24%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
11,167
shares
|
$1.22 Million
1.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
11,147
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,113
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,102
shares
|
$1.21 Million
0.65% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,088
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
11,003
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
10,972
shares
|
$1.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
10,910
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,841
shares
|
$1.19 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
10,833
shares
|
$1.19 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,633
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.5%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,385
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 87.85%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,381
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
10,372
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 89.12%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,361
shares
|
$1.13 Million
0.44% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
10,281
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
10,253
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.12 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
10,140
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,074
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.89%
|