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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$421,119
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,811
shares
|
$416,961
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,757
shares
|
$411,053
0.21% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
3,757
shares
|
$411,053
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,752
shares
|
$410,506
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
3,690
shares
|
$403,722
0.2% of portfolio
|
Q2 2025
Reduced 27.62%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
3,678
shares
|
$402,409
0.06% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,645
shares
|
$398,799
0.01% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,628
shares
|
$396,939
0.01% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,616
shares
|
$395,626
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$395,626
0.15% of portfolio
|
Q2 2025
Added 36.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$394,532
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,606
shares
|
$394,532
0.1% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,590
shares
|
$392,781
0.03% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,569
shares
|
$390,484
0.02% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,565
shares
|
$390,046
0.19% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
3,539
shares
|
$387,201
0.03% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,522
shares
|
$385,342
0.01% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,497
shares
|
$382,606
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,473
shares
|
$379,980
0.1% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
3,469
shares
|
$379,543
0.22% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,466
shares
|
$379,215
0.03% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,445
shares
|
$376,917
0.01% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,444
shares
|
$376,808
0.15% of portfolio
|
Q2 2025
Reduced 61.87%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
3,439
shares
|
$376,260
0.49% of portfolio
|
Q2 2025
Added 10.18%
|