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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
6,244
shares
|
$688,401
0.22% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
6,229
shares
|
$686,747
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
6,223
shares
|
$686,085
0.34% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
6,203
shares
|
$683,880
0.35% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
6,186
shares
|
$682,006
0.62% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
6,178
shares
|
$681,124
0.38% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
6,132
shares
|
$676,053
0.06% of portfolio
|
Q3 2025
Reduced 36.42%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
6,116
shares
|
$674,289
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,068
shares
|
$668,997
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,039
shares
|
$665,799
0.07% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Jan 13, 2026 Q4 2025 |
6,000
shares
|
$661,500
0.62% of portfolio
|
Q4 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
5,995
shares
|
$660,948
0.13% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,960
shares
|
$657,090
0.08% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
5,952
shares
|
$656,208
0.27% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,943
shares
|
$655,215
0.06% of portfolio
|
Q4 2022
Added 19.34%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
5,939
shares
|
$654,774
0.22% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
5,908
shares
|
$651,357
0.24% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
5,899
shares
|
$650,364
0.15% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,828
shares
|
$642,537
0.05% of portfolio
|
Q3 2025
Reduced 56.78%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
5,762
shares
|
$635,260
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
5,747
shares
|
$633,606
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,721
shares
|
$630,740
0.02% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,706
shares
|
$629,086
0.34% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
5,694
shares
|
$627,763
0.42% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
5,691
shares
|
$627,432
0.14% of portfolio
|
Q3 2025
Reduced 16.48%
|
|