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 1,271 institutions that hold shares in the stock, with a total of 280 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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
18,456
shares
|
$2.03 Million
2.49% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
18,323
shares
|
$2.02 Million
0.39% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
18,223
shares
|
$2.01 Million
1.48% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,162
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,136
shares
|
$2 Million
0.16% of portfolio
|
Q4 2023
Added 39.46%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
18,078
shares
|
$1.99 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,013
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
17,991
shares
|
$1.98 Million
0.9% of portfolio
|
Q4 2025
Reduced 74.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
17,981
shares
|
$1.98 Million
1.5% of portfolio
|
Q1 2025
Added 67.05%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
17,922
shares
|
$1.98 Million
1.75% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
17,897
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 63.11%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
17,808
shares
|
$1.96 Million
0.49% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,766
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2022
Added 6.99%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
17,649
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Added 97.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
17,579
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,569
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,509
shares
|
$1.93 Million
1.07% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,479
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
17,444
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,433
shares
|
$1.92 Million
0.6% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
17,349
shares
|
$1.91 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
17,146
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
17,013
shares
|
$1.88 Million
0.34% of portfolio
|
Q3 2025
Added 65.93%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,694
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
16,660
shares
|
$1.84 Million
0.44% of portfolio
|
Q3 2025
Reduced 25.92%
|
|