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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,969
shares
|
$878,582
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,957
shares
|
$877,259
0.52% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
7,955
shares
|
$877,038
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,942
shares
|
$875,605
0.06% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,898
shares
|
$870,754
0.0% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
7,827
shares
|
$862,926
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
7,747
shares
|
$854,106
0.33% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
7,699
shares
|
$848,814
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,587
shares
|
$836,466
0.42% of portfolio
|
Q2 2022
Reduced 17.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,499
shares
|
$826,764
0.01% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,451
shares
|
$821,472
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
7,410
shares
|
$816,952
0.54% of portfolio
|
Q3 2025
Reduced 42.71%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
7,410
shares
|
$816,952
0.25% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,399
shares
|
$815,739
0.09% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
7,296
shares
|
$804,384
0.21% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,290
shares
|
$803,722
0.03% of portfolio
|
Q3 2025
Added 66.86%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
7,233
shares
|
$797,438
0.35% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
7,190
shares
|
$792,697
0.79% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
7,165
shares
|
$789,941
0.04% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
7,156
shares
|
$788,949
0.73% of portfolio
|
Q4 2025
Added 16.51%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
7,150
shares
|
$788,287
0.72% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
7,125
shares
|
$785,531
0.57% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
7,078
shares
|
$780,349
0.25% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
7,077
shares
|
$780,239
0.36% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
7,067
shares
|
$779,136
0.04% of portfolio
|
Q3 2025
Added 6.56%
|
|