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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,250
shares
|
$248,062
0.02% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
2,250
shares
|
$248,062
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
2,243
shares
|
$247,290
0.03% of portfolio
|
Q4 2025
Added 3.36%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
2,231
shares
|
$245,967
0.06% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2,221
shares
|
$244,865
0.03% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
2,207
shares
|
$243,321
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
2,188
shares
|
$241,227
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,182
shares
|
$240,565
0.06% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,174
shares
|
$239,683
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,171
shares
|
$239,352
0.01% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,170
shares
|
$239,242
0.01% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,155
shares
|
$237,588
0.01% of portfolio
|
Q3 2025
Reduced 51.84%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2,151
shares
|
$237,147
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,145
shares
|
$236,486
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,143
shares
|
$236,265
0.0% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
2,129
shares
|
$234,722
0.0% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,100
shares
|
$231,525
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
2,074
shares
|
$228,658
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$226,784
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,055
shares
|
$226,563
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
2,052
shares
|
$226,233
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
2,047
shares
|
$225,681
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,037
shares
|
$224,579
0.1% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,036
shares
|
$224,469
0.01% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
2,036
shares
|
$224,469
0.19% of portfolio
|
Q1 2025
Reduced 96.92%
|
|