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 |
|---|---|---|---|---|---|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
16,655
shares
|
$1.84 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
16,639
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
16,589
shares
|
$1.83 Million
0.8% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
16,390
shares
|
$1.81 Million
0.37% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
16,291
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
16,263
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2025
Added 23.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
16,220
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
15,987
shares
|
$1.76 Million
0.64% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,958
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
15,839
shares
|
$1.75 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
15,809
shares
|
$1.74 Million
0.44% of portfolio
|
Q3 2025
Added 45.93%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
15,649
shares
|
$1.73 Million
1.3% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,603
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
15,542
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
15,533
shares
|
$1.71 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
15,500
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 97.65%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,393
shares
|
$1.7 Million
0.48% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,138
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
15,103
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
15,081
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.2%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
15,008
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
15,000
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.96%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
15,000
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14,808
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Added 100.08%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
14,798
shares
|
$1.63 Million
0.97% of portfolio
|
Q3 2025
Added 3.95%
|
|