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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,944
shares
|
$324,576
0.01% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,931
shares
|
$323,142
0.02% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,927
shares
|
$322,701
0.04% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,916
shares
|
$321,489
0.03% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,910
shares
|
$320,827
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$317,740
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
2,871
shares
|
$316,527
0.12% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,868
shares
|
$316,197
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,866
shares
|
$315,976
0.18% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$312,779
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
2,837
shares
|
$312,779
0.13% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,816
shares
|
$310,464
0.01% of portfolio
|
Q4 2025
Reduced 49.1%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$308,700
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,783
shares
|
$306,825
0.14% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
2,781
shares
|
$306,605
0.03% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,770
shares
|
$305,392
0.22% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
2,763
shares
|
$304,620
0.0% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,755
shares
|
$303,738
0.12% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
2,753
shares
|
$303,518
0.0% of portfolio
|
Q3 2025
Reduced 56.52%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
2,735
shares
|
$301,533
0.14% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
2,703
shares
|
$298,005
0.0% of portfolio
|
Q3 2025
Reduced 36.93%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,701
shares
|
$297,785
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
2,678
shares
|
$295,249
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$294,477
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,671
shares
|
$294,477
0.17% of portfolio
|
Q3 2025
Reduced 0.11%
|
|