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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,034
shares
|
$222,539
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$219,367
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,989
shares
|
$217,616
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,975
shares
|
$216,084
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,966
shares
|
$215,100
0.14% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,955
shares
|
$213,896
0.0% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,952
shares
|
$213,568
0.04% of portfolio
|
Q4 2023
Reduced 23.66%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,951
shares
|
$213,458
0.03% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,950
shares
|
$213,349
0.08% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
1,950
shares
|
$213,349
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,947
shares
|
$213,021
0.02% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,947
shares
|
$213,021
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$212,145
0.0% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,937
shares
|
$211,927
0.0% of portfolio
|
Q2 2025
Reduced 27.18%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
1,931
shares
|
$211,270
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,914
shares
|
$209,410
0.11% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,910
shares
|
$208,973
0.15% of portfolio
|
Q2 2025
Reduced 51.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,900
shares
|
$207,879
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
1,900
shares
|
$207,879
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,883
shares
|
$206,019
0.08% of portfolio
|
Q2 2025
Reduced 69.24%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,867
shares
|
$204,268
0.1% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,852
shares
|
$202,627
0.03% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
1,850
shares
|
$202,408
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,850
shares
|
$202,408
0.02% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
1,848
shares
|
$202,189
0.24% of portfolio
|
Q1 2025
New holding
|