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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
4,286
shares
|
$468,931
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
4,275
shares
|
$467,727
0.27% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
4,235
shares
|
$463,351
0.42% of portfolio
|
Q2 2025
Reduced 97.5%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,232
shares
|
$463,023
0.08% of portfolio
|
Q2 2025
Reduced 64.87%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
4,203
shares
|
$459,850
0.35% of portfolio
|
Q2 2025
Reduced 72.43%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,195
shares
|
$458,974
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
4,195
shares
|
$458,974
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
4,173
shares
|
$456,567
0.19% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
4,173
shares
|
$456,567
0.38% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,117
shares
|
$450,440
0.15% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,086
shares
|
$447,049
0.0% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,072
shares
|
$445,517
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
4,063
shares
|
$444,532
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,049
shares
|
$443,001
0.06% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,027
shares
|
$440,594
0.31% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
4,014
shares
|
$439,171
0.23% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
4,000
shares
|
$437,640
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,959
shares
|
$433,154
0.04% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,951
shares
|
$432,278
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
3,942
shares
|
$431,294
0.18% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
3,937
shares
|
$430,747
0.1% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,928
shares
|
$429,762
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
3,895
shares
|
$426,151
0.08% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,894
shares
|
$426,042
0.03% of portfolio
|
Q2 2025
Reduced 80.77%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,874
shares
|
$423,854
0.01% of portfolio
|
Q2 2025
Added 18.83%
|