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 |
|---|---|---|---|---|---|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
82
shares
|
$9,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$8,820
0.01% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,820
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
77
shares
|
$8,489
0.0% of portfolio
|
Q3 2025
Reduced 56.5%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
74
shares
|
$8,158
0.0% of portfolio
|
Q3 2025
Added 68.18%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
69
shares
|
$7,607
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
69
shares
|
$7,607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
68
shares
|
$7,497
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66
shares
|
$7,276
0.01% of portfolio
|
Q1 2024
Reduced 94.13%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
66
shares
|
$7,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
66
shares
|
$7,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
65
shares
|
$7,166
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
56
shares
|
$6,174
0.0% of portfolio
|
Q4 2025
Added 409.09%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
56
shares
|
$6,174
0.01% of portfolio
|
Q3 2025
Reduced 75.76%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$6,063
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
55
shares
|
$6,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
54
shares
|
$5,953
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
53
shares
|
$5,843
0.0% of portfolio
|
Q2 2025
Reduced 56.56%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,733
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
52
shares
|
$5,733
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
51
shares
|
$5,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
50
shares
|
$5,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
48
shares
|
$5,292
0.0% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
47
shares
|
$5,181
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,071
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|