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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
3,437
shares
|
$376,042
0.17% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,437
shares
|
$376,042
0.03% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,406
shares
|
$372,650
0.05% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,391
shares
|
$371,009
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,386
shares
|
$370,462
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,338
shares
|
$365,210
0.04% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
3,332
shares
|
$364,554
0.14% of portfolio
|
Q2 2025
Added 79.72%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,294
shares
|
$360,396
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$357,989
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
3,272
shares
|
$357,989
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
3,271
shares
|
$357,880
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,262
shares
|
$356,895
0.24% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,223
shares
|
$352,628
0.0% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,211
shares
|
$351,315
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,198
shares
|
$349,893
0.02% of portfolio
|
Q2 2025
Added 253.37%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
3,188
shares
|
$348,799
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,186
shares
|
$348,580
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,177
shares
|
$347,595
0.07% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,157
shares
|
$345,407
0.07% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,153
shares
|
$344,969
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
3,144
shares
|
$343,985
0.25% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
3,134
shares
|
$342,890
0.15% of portfolio
|
Q2 2025
Reduced 31.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,051
shares
|
$333,809
0.14% of portfolio
|
Q1 2023
Added 1.77%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,042
shares
|
$332,825
0.12% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
3,040
shares
|
$332,606
0.08% of portfolio
|
Q2 2025
Reduced 65.62%
|