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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,774
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
14,744
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,655
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
14,639
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 56.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
14,579
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
14,562
shares
|
$1.61 Million
0.68% of portfolio
|
Q3 2025
Added 25.46%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
14,499
shares
|
$1.6 Million
0.28% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
14,347
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Added 41.49%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
13,916
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
13,895
shares
|
$1.53 Million
0.62% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,803
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,761
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
13,681
shares
|
$1.51 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
13,623
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,567
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$1.5 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
13,497
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,457
shares
|
$1.48 Million
0.55% of portfolio
|
Q3 2023
Reduced 31.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
13,270
shares
|
$1.46 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
13,180
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
13,030
shares
|
$1.44 Million
5.3% of portfolio
|
Q1 2023
Reduced 97.64%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
13,007
shares
|
$1.43 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
12,954
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
12,954
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
12,895
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Added 2.6%
|
|