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 1,270 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $30.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,775
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.37 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
21,202
shares
|
$2.34 Million
1.63% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
21,038
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,929
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
20,925
shares
|
$2.31 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
20,850
shares
|
$2.3 Million
0.22% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
20,759
shares
|
$2.29 Million
0.67% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
20,682
shares
|
$2.28 Million
0.7% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
20,517
shares
|
$2.26 Million
1.28% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
20,516
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 95.11%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
20,483
shares
|
$2.26 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
20,181
shares
|
$2.22 Million
1.44% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
20,046
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 96.49%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,555
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
19,506
shares
|
$2.15 Million
0.74% of portfolio
|
Q3 2025
Added 127.16%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
19,423
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2025
Added 135.26%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
19,323
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2022
Added 6.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
19,320
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
19,125
shares
|
$2.11 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,119
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
19,065
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
18,802
shares
|
$2.07 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
18,678
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2025
Added 6.35%
|
|