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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,819
shares
|
$200,544
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,818
shares
|
$200,434
0.06% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
1,816
shares
|
$200,214
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,806
shares
|
$199,111
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,787
shares
|
$197,016
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,677
shares
|
$184,889
0.05% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
1,645
shares
|
$181,361
0.01% of portfolio
|
Q2 2025
Reduced 70.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,602
shares
|
$176,620
0.01% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,601
shares
|
$176,510
0.06% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,504
shares
|
$165,816
0.09% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,503
shares
|
$165,705
0.0% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
1,488
shares
|
$164,052
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
1,475
shares
|
$162,618
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,433
shares
|
$157,988
0.02% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
1,416
shares
|
$156,114
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,318
shares
|
$145,309
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,294
shares
|
$142,663
0.01% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,280
shares
|
$141,120
0.03% of portfolio
|
Q4 2023
Reduced 35.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,277
shares
|
$140,789
0.01% of portfolio
|
Q4 2023
Added 83.21%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
1,266
shares
|
$139,576
0.0% of portfolio
|
Q3 2025
Reduced 98.73%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,235
shares
|
$136,158
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,220
shares
|
$134,505
0.0% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,187
shares
|
$130,866
0.01% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,138
shares
|
$125,464
0.04% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,136
shares
|
$125,244
0.13% of portfolio
|
Q2 2022
Added 1.07%
|
|