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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,952
shares
|
$1.1 Million
0.5% of portfolio
|
Q4 2023
Reduced 6.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
9,853
shares
|
$1.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
9,783
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,741
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
9,658
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
9,618
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2025
Reduced 17.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,587
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
9,553
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 29.46%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,549
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,361
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
9,311
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,284
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2025
Reduced 33.28%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
9,181
shares
|
$1.01 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
9,173
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,081
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,000
shares
|
$992,250
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
8,973
shares
|
$989,273
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
8,966
shares
|
$988,501
0.03% of portfolio
|
Q4 2025
Reduced 28.73%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,964
shares
|
$988,281
0.16% of portfolio
|
Q2 2023
Added 3485.6%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
8,964
shares
|
$988,281
0.11% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
8,956
shares
|
$987,399
0.83% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,938
shares
|
$985,414
0.3% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,934
shares
|
$984,973
0.49% of portfolio
|
Q1 2023
Reduced 30.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
8,919
shares
|
$983,319
0.12% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,857
shares
|
$976,484
0.46% of portfolio
|
Q3 2025
Reduced 1.74%
|
|