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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,439
shares
|
$268,899
0.01% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,434
shares
|
$268,348
0.07% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,428
shares
|
$267,687
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,427
shares
|
$267,576
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,422
shares
|
$267,025
0.0% of portfolio
|
Q2 2022
Reduced 9.04%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
2,417
shares
|
$266,474
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
2,416
shares
|
$266,364
0.04% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,415
shares
|
$266,253
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
2,400
shares
|
$264,600
0.02% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
2,399
shares
|
$264,489
0.02% of portfolio
|
Q1 2025
Reduced 60.52%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
2,394
shares
|
$263,938
0.08% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
2,394
shares
|
$263,938
0.23% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
2,392
shares
|
$263,718
0.13% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,389
shares
|
$263,387
0.01% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
2,377
shares
|
$262,064
0.13% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,377
shares
|
$262,064
0.16% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,363
shares
|
$260,520
0.04% of portfolio
|
Q3 2025
Added 4533.33%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
2,360
shares
|
$260,190
0.08% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
2,353
shares
|
$259,418
0.07% of portfolio
|
Q3 2025
Reduced 91.95%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,324
shares
|
$256,221
0.02% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
2,308
shares
|
$254,457
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
2,293
shares
|
$252,803
0.18% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,280
shares
|
$251,370
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,271
shares
|
$250,377
0.01% of portfolio
|
Q3 2025
Reduced 36.37%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,251
shares
|
$248,172
0.09% of portfolio
|
Q3 2025
Reduced 2.81%
|
|