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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,605
shares
|
$397,451
0.16% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,605
shares
|
$397,451
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,601
shares
|
$397,010
0.04% of portfolio
|
Q4 2019
Reduced 5.67%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
3,569
shares
|
$393,482
0.09% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,565
shares
|
$393,041
0.19% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,555
shares
|
$391,938
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,530
shares
|
$389,182
0.21% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,501
shares
|
$385,985
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,499
shares
|
$385,764
0.04% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,497
shares
|
$385,544
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,494
shares
|
$385,213
0.05% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,432
shares
|
$378,378
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,386
shares
|
$373,306
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,382
shares
|
$372,865
0.06% of portfolio
|
Q3 2025
Reduced 23.28%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
3,354
shares
|
$369,778
0.16% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,351
shares
|
$369,447
0.03% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,294
shares
|
$363,163
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
3,289
shares
|
$362,612
0.07% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,272
shares
|
$360,738
0.02% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
3,272
shares
|
$360,738
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,264
shares
|
$359,856
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
3,263
shares
|
$359,745
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,262
shares
|
$359,635
0.25% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
3,246
shares
|
$357,871
0.03% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
3,233
shares
|
$356,438
0.0% of portfolio
|
Q3 2025
New holding
|
|