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 |
|---|---|---|---|---|---|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
9,992
shares
|
$1.09 Million
0.93% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
9,930
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
9,903
shares
|
$1.08 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
9,900
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,815
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,796
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
9,644
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
9,583
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,535
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,430
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
9,262
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
9,173
shares
|
$1 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,014
shares
|
$986,221
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
9,004
shares
|
$985,127
0.56% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,003
shares
|
$985,018
0.02% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,003
shares
|
$985,018
0.04% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,000
shares
|
$984,690
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$980,751
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$977,468
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,925
shares
|
$976,484
0.12% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,922
shares
|
$976,156
0.0% of portfolio
|
Q2 2025
Reduced 37.67%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
8,908
shares
|
$974,624
0.91% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,882
shares
|
$971,779
0.05% of portfolio
|
Q2 2025
Reduced 8.55%
|