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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
5,137
shares
|
$566,354
0.13% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,064
shares
|
$558,306
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,063
shares
|
$558,195
0.34% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,003
shares
|
$551,580
0.02% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
5,000
shares
|
$551,250
0.02% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$551,250
0.48% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
4,993
shares
|
$550,478
0.35% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,987
shares
|
$549,816
0.04% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,947
shares
|
$545,406
0.15% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,932
shares
|
$543,753
0.02% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
4,913
shares
|
$541,658
0.04% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,873
shares
|
$537,248
0.01% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,848
shares
|
$534,492
0.16% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
4,836
shares
|
$533,169
0.06% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
4,829
shares
|
$532,397
0.12% of portfolio
|
Q3 2025
Added 58.85%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,791
shares
|
$528,207
0.22% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
4,741
shares
|
$522,695
0.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,740
shares
|
$522,585
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
4,700
shares
|
$518,175
0.25% of portfolio
|
Q2 2022
Reduced 86.38%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
4,700
shares
|
$518,175
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,679
shares
|
$515,859
0.05% of portfolio
|
Q3 2022
Added 11.83%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
4,628
shares
|
$510,237
0.3% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,591
shares
|
$506,157
0.03% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,582
shares
|
$505,165
0.12% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
4,567
shares
|
$503,511
0.47% of portfolio
|
Q4 2022
New holding
|
|