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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
11,368
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2025
Added 5.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,299
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
11,298
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,265
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
11,258
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
11,190
shares
|
$1.23 Million
1.0% of portfolio
|
Q3 2025
Reduced 54.06%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
11,181
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2025
Reduced 34.24%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
11,167
shares
|
$1.23 Million
1.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,088
shares
|
$1.22 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,984
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
10,930
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 49.46%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
10,917
shares
|
$1.2 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,912
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
10,795
shares
|
$1.19 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,731
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,647
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Reduced 99.09%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
10,586
shares
|
$1.17 Million
0.26% of portfolio
|
Q4 2025
Reduced 13.68%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,494
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
10,374
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
10,227
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,105
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,099
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 66.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,089
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,042
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,985
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.88%
|
|