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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,674
shares
|
$292,562
0.19% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$292,234
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,650
shares
|
$289,936
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$288,295
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,628
shares
|
$287,529
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
2,624
shares
|
$287,091
0.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,611
shares
|
$285,669
0.0% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
2,605
shares
|
$285,013
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,603
shares
|
$284,794
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
2,602
shares
|
$284,684
0.0% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,600
shares
|
$284,466
0.02% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$283,262
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$280,964
0.12% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,545
shares
|
$278,448
0.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,542
shares
|
$278,120
0.19% of portfolio
|
Q2 2025
Added 50.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$277,791
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,533
shares
|
$277,135
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,516
shares
|
$275,275
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
2,513
shares
|
$274,947
0.04% of portfolio
|
Q4 2023
Reduced 21.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,504
shares
|
$273,962
0.01% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,501
shares
|
$273,634
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,499
shares
|
$273,415
0.24% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,496
shares
|
$273,087
0.0% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,465
shares
|
$269,695
0.01% of portfolio
|
Q2 2025
Reduced 83.67%
|