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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,001
shares
|
$328,339
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,999
shares
|
$328,120
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,993
shares
|
$327,464
0.02% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,945
shares
|
$322,212
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
2,943
shares
|
$321,993
0.15% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,942
shares
|
$321,884
0.04% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,931
shares
|
$320,680
0.01% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,916
shares
|
$319,039
0.03% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$318,383
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$315,319
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,876
shares
|
$314,663
0.01% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
2,873
shares
|
$314,334
0.0% of portfolio
|
Q2 2025
Reduced 63.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
2,872
shares
|
$314,225
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,868
shares
|
$313,787
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,866
shares
|
$313,569
0.18% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
2,845
shares
|
$311,271
0.17% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,845
shares
|
$311,271
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$310,396
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$306,348
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,790
shares
|
$305,253
0.16% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,744
shares
|
$300,221
0.03% of portfolio
|
Q2 2025
Reduced 21.62%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,741
shares
|
$299,892
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,735
shares
|
$299,236
0.14% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
2,712
shares
|
$296,719
0.01% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
2,704
shares
|
$295,844
0.18% of portfolio
|
Q2 2025
Reduced 0.15%
|