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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,735
shares
|
$736,876
0.08% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
6,683
shares
|
$731,187
0.01% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,681
shares
|
$730,968
0.32% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
6,632
shares
|
$725,607
0.04% of portfolio
|
Q2 2025
Reduced 45.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
6,622
shares
|
$724,513
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
6,552
shares
|
$716,854
0.23% of portfolio
|
Q2 2025
Added 115.81%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
6,540
shares
|
$715,541
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,524
shares
|
$713,790
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
6,518
shares
|
$713,134
0.01% of portfolio
|
Q2 2025
Added 134.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,503
shares
|
$711,493
0.1% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,499
shares
|
$711,055
0.01% of portfolio
|
Q2 2025
Added 72.02%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
6,403
shares
|
$700,552
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
6,386
shares
|
$698,692
0.26% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,385
shares
|
$698,582
0.54% of portfolio
|
Q3 2021
Added 54.34%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
6,382
shares
|
$698,254
0.03% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
6,375
shares
|
$697,488
0.37% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
6,375
shares
|
$697,488
0.43% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
6,356
shares
|
$695,409
0.38% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
6,348
shares
|
$694,534
0.15% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,332
shares
|
$692,784
0.0% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
6,297
shares
|
$688,954
0.12% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
6,283
shares
|
$687,423
0.67% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,231
shares
|
$681,733
0.05% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,219
shares
|
$680,420
0.08% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
6,200
shares
|
$678,342
0.28% of portfolio
|
Q2 2025
Reduced 2.96%
|