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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
443
shares
|
$48,840
0.01% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
440
shares
|
$48,510
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
434
shares
|
$47,848
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
421
shares
|
$46,415
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
420
shares
|
$46,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
397
shares
|
$43,769
0.03% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,895
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
378
shares
|
$41,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$41,343
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
374
shares
|
$41,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$40,682
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
368
shares
|
$40,572
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$40,461
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
362
shares
|
$39,910
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
362
shares
|
$39,910
0.09% of portfolio
|
Q3 2025
Reduced 94.43%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
354
shares
|
$39,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
350
shares
|
$38,587
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
346
shares
|
$38,146
0.01% of portfolio
|
Q3 2025
Reduced 74.56%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
346
shares
|
$38,146
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$36,603
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
314
shares
|
$34,618
0.0% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
313
shares
|
$34,508
0.0% of portfolio
|
Q3 2025
Added 255.68%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
307
shares
|
$33,846
0.01% of portfolio
|
Q3 2025
Reduced 47.25%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
298
shares
|
$32,854
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$32,193
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|