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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
7,782
shares
|
$851,428
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,767
shares
|
$849,787
0.04% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
7,696
shares
|
$842,019
0.7% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,680
shares
|
$840,268
0.06% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
7,677
shares
|
$839,940
0.28% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,652
shares
|
$837,205
0.06% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,587
shares
|
$830,093
0.42% of portfolio
|
Q2 2022
Reduced 17.03%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
7,565
shares
|
$827,686
0.04% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
7,410
shares
|
$810,728
0.26% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,401
shares
|
$809,743
0.08% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
7,399
shares
|
$809,524
0.1% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,379
shares
|
$807,336
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,374
shares
|
$806,789
0.22% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
7,338
shares
|
$802,850
0.85% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,164
shares
|
$783,813
0.01% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
7,078
shares
|
$774,403
0.19% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
7,077
shares
|
$774,294
0.36% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,964
shares
|
$761,931
0.05% of portfolio
|
Q2 2025
Reduced 45.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,945
shares
|
$759,852
0.14% of portfolio
|
Q4 2022
Added 4.42%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
6,945
shares
|
$759,852
0.34% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,934
shares
|
$758,648
0.02% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,853
shares
|
$749,786
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,814
shares
|
$745,519
0.18% of portfolio
|
Q2 2025
Reduced 35.19%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,797
shares
|
$743,659
0.27% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,735
shares
|
$736,876
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|