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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,729
shares
|
$955,039
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,721
shares
|
$954,164
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
8,635
shares
|
$944,755
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,587
shares
|
$939,503
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
8,582
shares
|
$938,956
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,569
shares
|
$937,534
0.04% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
8,460
shares
|
$925,608
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,414
shares
|
$920,575
0.01% of portfolio
|
Q2 2025
Reduced 77.44%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
8,402
shares
|
$919,262
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,368
shares
|
$915,542
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
8,256
shares
|
$903,288
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
8,219
shares
|
$899,240
0.25% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,210
shares
|
$898,256
0.26% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,142
shares
|
$890,816
0.01% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
8,115
shares
|
$887,862
0.01% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
8,102
shares
|
$886,439
1.16% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
8,077
shares
|
$883,704
0.21% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
8,046
shares
|
$880,312
0.73% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
8,018
shares
|
$877,249
0.29% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
8,015
shares
|
$876,921
0.03% of portfolio
|
Q2 2025
Added 81.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,969
shares
|
$871,888
0.07% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,957
shares
|
$870,575
0.52% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,867
shares
|
$860,728
0.04% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
7,865
shares
|
$860,509
0.83% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
7,782
shares
|
$851,428
0.34% of portfolio
|
Q4 2024
New holding
|