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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
1,143
shares
|
$125,055
0.04% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,138
shares
|
$124,508
0.05% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$124,289
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,125
shares
|
$123,086
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,123
shares
|
$122,867
0.0% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,066
shares
|
$116,631
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,063
shares
|
$116,302
0.04% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,061
shares
|
$116,084
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,050
shares
|
$114,880
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,015
shares
|
$111,051
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
971
shares
|
$106,237
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
971
shares
|
$106,237
0.11% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
952
shares
|
$104,158
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
935
shares
|
$102,298
0.03% of portfolio
|
Q2 2025
Added 77.42%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
912
shares
|
$99,781
0.01% of portfolio
|
Q2 2025
Reduced 58.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
900
shares
|
$98,469
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
888
shares
|
$97,156
0.04% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
866
shares
|
$94,749
0.0% of portfolio
|
Q3 2020
Added 91.48%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
835
shares
|
$91,357
0.02% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
800
shares
|
$87,528
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
798
shares
|
$87,309
0.0% of portfolio
|
Q2 2025
Added 235.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
778
shares
|
$85,120
0.03% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
770
shares
|
$84,245
0.03% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
750
shares
|
$82,057
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
724
shares
|
$79,212
0.01% of portfolio
|
Q2 2025
Added 9.86%
|