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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$32,193
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
287
shares
|
$31,641
0.0% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$31,200
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
278
shares
|
$30,649
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
277
shares
|
$30,539
0.0% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
277
shares
|
$30,539
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
272
shares
|
$29,988
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
271
shares
|
$29,877
0.02% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271
shares
|
$29,877
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
271
shares
|
$29,877
0.0% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,767
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
267
shares
|
$29,436
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
265
shares
|
$29,216
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
253
shares
|
$27,893
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
250
shares
|
$27,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
244
shares
|
$26,901
0.01% of portfolio
|
Q3 2025
Added 46.11%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
240
shares
|
$26,460
0.01% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
240
shares
|
$26,460
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
240
shares
|
$26,460
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
232
shares
|
$25,578
0.0% of portfolio
|
Q3 2025
Reduced 96.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
230
shares
|
$25,357
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
227
shares
|
$25,026
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
227
shares
|
$25,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
223
shares
|
$24,585
0.11% of portfolio
|
Q3 2025
Reduced 69.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
220
shares
|
$24,255
0.01% of portfolio
|
Q3 2025
New holding
|
|