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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
210
shares
|
$23,152
0.0% of portfolio
|
Q3 2025
Added 1135.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$22,821
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$22,380
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$22,050
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
200
shares
|
$22,050
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$22,050
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
200
shares
|
$22,050
0.01% of portfolio
|
Q3 2025
Reduced 55.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
198
shares
|
$21,829
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$21,498
0.02% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
195
shares
|
$21,498
0.02% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
192
shares
|
$21,168
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
191
shares
|
$21,057
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
184
shares
|
$20,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
181
shares
|
$19,955
0.01% of portfolio
|
Q3 2025
Added 162.32%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
180
shares
|
$19,845
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
175
shares
|
$19,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
172
shares
|
$18,963
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
171
shares
|
$18,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
164
shares
|
$18,081
0.01% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
163
shares
|
$17,970
0.0% of portfolio
|
Q4 2025
Reduced 31.51%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
156
shares
|
$17,199
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
155
shares
|
$17,088
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
154
shares
|
$16,978
0.0% of portfolio
|
Q4 2025
Reduced 23.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
147
shares
|
$16,206
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$15,765
0.0% of portfolio
|
Q3 2025
Reduced 93.17%
|
|