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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,520
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
40
shares
|
$4,410
0.0% of portfolio
|
Q3 2025
Reduced 56.99%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
38
shares
|
$4,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
38
shares
|
$4,189
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,969
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,858
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,748
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
33
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Reduced 72.27%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
30
shares
|
$3,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
28
shares
|
$3,087
0.0% of portfolio
|
Q3 2025
Reduced 31.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
25
shares
|
$2,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
25
shares
|
$2,756
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
23
shares
|
$2,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$2,535
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
22
shares
|
$2,425
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,425
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
17
shares
|
$1,874
0.02% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
17
shares
|
$1,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,653
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|