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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
6,186
shares
|
$676,810
0.65% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
6,178
shares
|
$675,934
0.38% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
6,177
shares
|
$675,825
0.0% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
6,135
shares
|
$671,230
0.58% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
6,119
shares
|
$669,479
0.01% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
6,116
shares
|
$669,151
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,073
shares
|
$664,446
0.01% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
6,066
shares
|
$663,681
0.17% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,059
shares
|
$662,915
0.0% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,051
shares
|
$662,039
0.04% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,041
shares
|
$660,945
0.09% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,029
shares
|
$659,632
0.08% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
5,991
shares
|
$655,475
0.25% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
5,972
shares
|
$653,396
0.59% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,943
shares
|
$650,223
0.06% of portfolio
|
Q4 2022
Added 19.34%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,936
shares
|
$649,457
0.0% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,890
shares
|
$644,424
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,784
shares
|
$632,827
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
5,765
shares
|
$630,748
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
5,763
shares
|
$630,529
0.35% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,706
shares
|
$624,293
0.34% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
5,700
shares
|
$623,637
0.24% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,671
shares
|
$620,464
0.07% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
5,650
shares
|
$618,166
0.02% of portfolio
|
Q2 2025
Added 108.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,608
shares
|
$613,571
0.12% of portfolio
|
Q1 2024
Reduced 67.29%
|