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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,281
shares
|
$249,564
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,280
shares
|
$249,454
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,263
shares
|
$247,594
0.07% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,231
shares
|
$244,093
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
2,215
shares
|
$242,343
0.04% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,207
shares
|
$241,467
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,191
shares
|
$239,717
0.01% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,189
shares
|
$239,498
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,174
shares
|
$237,857
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,163
shares
|
$236,653
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
2,151
shares
|
$235,340
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
2,129
shares
|
$232,933
0.01% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,111
shares
|
$230,964
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,108
shares
|
$230,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,105
shares
|
$230,308
0.04% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$229,761
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,095
shares
|
$229,213
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,095
shares
|
$229,213
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
2,085
shares
|
$228,119
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,081
shares
|
$227,682
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$225,056
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,052
shares
|
$224,509
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,037
shares
|
$222,868
0.1% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
2,036
shares
|
$222,758
0.21% of portfolio
|
Q1 2025
Reduced 96.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,034
shares
|
$222,539
0.02% of portfolio
|
Q2 2025
Added 1.04%
|