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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
5,679
shares
|
$626,109
0.0% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,673
shares
|
$625,448
0.03% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
5,652
shares
|
$623,133
0.21% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
5,647
shares
|
$622,581
0.25% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
5,625
shares
|
$620,156
0.32% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,608
shares
|
$618,282
0.12% of portfolio
|
Q1 2024
Reduced 67.29%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,603
shares
|
$617,730
0.09% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
5,595
shares
|
$616,848
0.11% of portfolio
|
Q3 2025
Reduced 86.08%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
5,578
shares
|
$614,974
0.07% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
5,578
shares
|
$614,974
0.42% of portfolio
|
Q4 2025
Reduced 4.67%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,525
shares
|
$609,131
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$606,375
0.27% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,480
shares
|
$604,170
0.0% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
5,458
shares
|
$601,744
0.15% of portfolio
|
Q4 2025
Reduced 21.79%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,443
shares
|
$600,090
0.21% of portfolio
|
Q4 2025
Reduced 38.28%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,430
shares
|
$598,657
0.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
5,411
shares
|
$596,562
0.52% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
5,386
shares
|
$593,806
0.07% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,371
shares
|
$592,152
0.11% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,346
shares
|
$589,396
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,311
shares
|
$585,537
0.18% of portfolio
|
Q3 2025
Added 54.21%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
5,300
shares
|
$584,325
0.02% of portfolio
|
Q1 2021
Reduced 5.69%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
5,299
shares
|
$584,214
0.21% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
5,207
shares
|
$574,071
0.52% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
5,177
shares
|
$570,764
0.09% of portfolio
|
Q3 2025
Reduced 0.84%
|
|