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 1,260 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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
61,235
shares
|
$6.75 Million
0.83% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.75 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
61,074
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
60,611
shares
|
$6.68 Million
1.54% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
60,404
shares
|
$6.66 Million
0.38% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
60,348
shares
|
$6.65 Million
0.1% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
60,183
shares
|
$6.64 Million
1.94% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Aozora Bank, Ltd.
|
Nov 12, 2025 Q3 2025 |
60,000
shares
|
$6.62 Million
6.8% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
59,597
shares
|
$6.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
59,483
shares
|
$6.56 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
58,869
shares
|
$6.49 Million
2.27% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
58,824
shares
|
$6.49 Million
6.29% of portfolio
|
Q4 2022
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
58,449
shares
|
$6.44 Million
0.08% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
58,279
shares
|
$6.43 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
56,621
shares
|
$6.24 Million
1.45% of portfolio
|
Q3 2025
Reduced 38.71%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
55,588
shares
|
$6.13 Million
2.95% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,882
shares
|
$6.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.39%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
54,716
shares
|
$6.03 Million
0.64% of portfolio
|
Q3 2023
Added 212.18%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
53,522
shares
|
$5.9 Million
3.22% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
53,384
shares
|
$5.89 Million
3.93% of portfolio
|
Q3 2025
Added 191.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
52,145
shares
|
$5.75 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
51,939
shares
|
$5.73 Million
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
50,995
shares
|
$5.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
49,876
shares
|
$5.5 Million
0.19% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
49,372
shares
|
$5.44 Million
0.26% of portfolio
|
Q3 2025
Added 45.93%
|
|