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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,766
shares
|
$966,451
0.07% of portfolio
|
Q3 2025
Added 48.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
8,729
shares
|
$962,372
0.03% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
8,685
shares
|
$957,521
0.5% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
8,665
shares
|
$955,316
0.01% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,644
shares
|
$953,001
0.03% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
8,635
shares
|
$952,008
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
8,573
shares
|
$945,173
0.54% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,570
shares
|
$944,842
0.62% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
8,552
shares
|
$942,858
0.74% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,550
shares
|
$942,637
0.01% of portfolio
|
Q3 2025
Added 57.37%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
8,498
shares
|
$936,904
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
8,402
shares
|
$926,320
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
8,376
shares
|
$923,454
0.04% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,365
shares
|
$922,241
0.06% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,318
shares
|
$917,059
0.04% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
8,303
shares
|
$915,405
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
8,292
shares
|
$914,193
0.04% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
8,292
shares
|
$914,193
0.24% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,210
shares
|
$905,152
0.26% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
8,190
shares
|
$902,947
1.11% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,177
shares
|
$901,514
0.01% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
8,173
shares
|
$901,073
0.28% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
8,136
shares
|
$896,994
0.19% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
8,008
shares
|
$882,882
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,986
shares
|
$880,456
0.06% of portfolio
|
Q3 2025
Added 14.68%
|
|