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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
7,057
shares
|
$778,034
0.17% of portfolio
|
Q4 2025
Added 32.93%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,056
shares
|
$777,924
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,040
shares
|
$776,160
0.05% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
7,021
shares
|
$774,065
0.33% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
7,019
shares
|
$773,844
0.04% of portfolio
|
Q4 2025
Added 23.99%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
6,969
shares
|
$768,332
0.07% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
6,963
shares
|
$767,670
0.12% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,945
shares
|
$765,686
0.14% of portfolio
|
Q4 2022
Added 4.42%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,853
shares
|
$755,543
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,797
shares
|
$749,369
0.27% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,735
shares
|
$742,533
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,719
shares
|
$740,769
0.03% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
6,683
shares
|
$736,800
0.0% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,553
shares
|
$722,468
0.24% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
6,552
shares
|
$722,358
0.22% of portfolio
|
Q2 2025
Added 115.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,477
shares
|
$714,089
0.27% of portfolio
|
Q3 2025
Added 1438.48%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,443
shares
|
$710,340
0.08% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,443
shares
|
$710,340
0.03% of portfolio
|
Q3 2025
Added 35.07%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
6,425
shares
|
$708,356
0.31% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,406
shares
|
$706,261
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,385
shares
|
$703,946
0.54% of portfolio
|
Q3 2021
Added 54.34%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
6,375
shares
|
$702,843
0.4% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
6,370
shares
|
$702,292
0.45% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
6,366
shares
|
$701,851
0.11% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
6,275
shares
|
$691,818
0.43% of portfolio
|
Q3 2025
New holding
|
|