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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,545
shares
|
$501,086
0.09% of portfolio
|
Q3 2025
Added 43.06%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$496,125
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,467
shares
|
$492,486
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,460
shares
|
$491,715
0.06% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
4,452
shares
|
$490,833
0.08% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,450
shares
|
$490,612
0.19% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
4,432
shares
|
$488,628
0.01% of portfolio
|
Q3 2025
Added 63.42%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,422
shares
|
$487,525
0.02% of portfolio
|
Q3 2025
Added 104.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,419
shares
|
$487,194
0.0% of portfolio
|
Q3 2025
Reduced 32.2%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,408
shares
|
$485,982
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
4,378
shares
|
$482,674
0.12% of portfolio
|
Q3 2025
Added 86.7%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
4,376
shares
|
$482,454
0.15% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
4,338
shares
|
$478,264
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
4,323
shares
|
$476,610
0.06% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
4,316
shares
|
$475,839
0.26% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
4,274
shares
|
$471,208
0.16% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
4,200
shares
|
$463,050
0.01% of portfolio
|
Q3 2025
Reduced 31.36%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,198
shares
|
$462,829
0.14% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,195
shares
|
$462,498
0.07% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
4,172
shares
|
$459,963
0.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
4,102
shares
|
$452,245
0.22% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
4,086
shares
|
$450,481
0.03% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
4,039
shares
|
$445,299
0.05% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
4,036
shares
|
$444,969
0.15% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,022
shares
|
$443,425
0.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|