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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
118
shares
|
$12,910
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
116
shares
|
$12,691
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
112
shares
|
$12,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,144
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
110
shares
|
$12,035
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
109
shares
|
$11,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
104
shares
|
$11,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
101
shares
|
$11,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$10,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$10,941
0.0% of portfolio
|
Q1 2025
Reduced 74.81%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
93
shares
|
$10,175
0.01% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
88
shares
|
$9,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
87
shares
|
$9,518
0.0% of portfolio
|
Q2 2025
Reduced 49.42%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
85
shares
|
$9,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
85
shares
|
$9,299
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
84
shares
|
$9,190
0.01% of portfolio
|
Q2 2022
Added 950.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$9,190
0.01% of portfolio
|
Q4 2024
Reduced 54.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
83
shares
|
$9,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$8,752
0.01% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,752
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
75
shares
|
$8,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,549
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
69
shares
|
$7,549
0.02% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
69
shares
|
$7,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$7,221
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|