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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,740
shares
|
$518,603
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
4,708
shares
|
$515,102
0.03% of portfolio
|
Q1 2025
Reduced 40.2%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$514,227
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$511,929
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
4,679
shares
|
$511,929
0.34% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,667
shares
|
$510,616
0.03% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,661
shares
|
$509,960
0.55% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,634
shares
|
$507,005
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,582
shares
|
$501,316
0.12% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$499,675
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,565
shares
|
$499,456
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,560
shares
|
$498,909
0.01% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
4,500
shares
|
$492,345
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,463
shares
|
$488,296
0.07% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,450
shares
|
$486,874
0.19% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,408
shares
|
$482,279
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
4,408
shares
|
$482,279
0.11% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,382
shares
|
$479,434
0.16% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,381
shares
|
$479,325
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,369
shares
|
$478,012
0.02% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
4,367
shares
|
$477,793
0.08% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,365
shares
|
$477,574
0.05% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,354
shares
|
$476,371
0.06% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
4,313
shares
|
$471,885
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
4,286
shares
|
$468,931
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|