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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,833
shares
|
$200,548
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,820
shares
|
$199,126
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,802
shares
|
$197,156
0.02% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,775
shares
|
$194,202
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,661
shares
|
$181,730
0.05% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
1,645
shares
|
$179,979
0.01% of portfolio
|
Q2 2025
Reduced 70.18%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,633
shares
|
$178,666
0.02% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,558
shares
|
$170,460
0.07% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,512
shares
|
$165,427
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,510
shares
|
$165,209
0.1% of portfolio
|
Q2 2025
Added 55.83%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$162,802
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,475
shares
|
$161,379
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,433
shares
|
$156,784
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,430
shares
|
$156,456
0.04% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
1,416
shares
|
$154,924
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,378
shares
|
$150,766
0.01% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,360
shares
|
$148,797
0.05% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,324
shares
|
$144,858
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$141,576
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,280
shares
|
$140,044
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,278
shares
|
$139,825
0.0% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$139,716
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$135,121
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,220
shares
|
$133,480
0.0% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,187
shares
|
$129,869
0.01% of portfolio
|
Q2 2025
Added 22.75%
|