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 |
|---|---|---|---|---|---|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,022
shares
|
$443,425
0.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
3,984
shares
|
$439,236
0.31% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
3,965
shares
|
$437,141
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,951
shares
|
$435,597
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
3,942
shares
|
$434,605
0.17% of portfolio
|
Q3 2023
Added 10.1%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,924
shares
|
$432,621
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,912
shares
|
$431,298
0.01% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
3,894
shares
|
$429,313
0.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
3,874
shares
|
$427,108
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,864
shares
|
$426,006
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
3,859
shares
|
$425,454
0.0% of portfolio
|
Q4 2025
Reduced 99.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,859
shares
|
$425,454
0.1% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,849
shares
|
$424,352
0.06% of portfolio
|
Q3 2022
Reduced 20.62%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
3,813
shares
|
$420,383
0.04% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,808
shares
|
$419,832
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
3,806
shares
|
$419,611
0.15% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
3,793
shares
|
$418,178
0.13% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
3,789
shares
|
$417,737
0.4% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
3,774
shares
|
$416,083
0.12% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,763
shares
|
$414,870
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,762
shares
|
$414,760
0.02% of portfolio
|
Q3 2025
Reduced 51.56%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,689
shares
|
$406,712
0.17% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,647
shares
|
$402,081
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
3,637
shares
|
$400,979
0.0% of portfolio
|
Q3 2025
Reduced 70.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,606
shares
|
$397,561
0.04% of portfolio
|
Q2 2023
Reduced 3.99%
|
|