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 |
|---|---|---|---|---|---|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
38,363
shares
|
$4.23 Million
1.99% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
38,160
shares
|
$4.21 Million
1.74% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,626
shares
|
$4.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
37,604
shares
|
$4.15 Million
2.69% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
36,823
shares
|
$4.06 Million
0.86% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,374
shares
|
$4.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Sagil Capital LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
36,200
shares
|
$3.99 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
36,170
shares
|
$3.99 Million
1.39% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
36,085
shares
|
$3.98 Million
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
35,749
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
35,518
shares
|
$3.92 Million
0.16% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
35,432
shares
|
$3.91 Million
0.7% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
35,259
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
34,943
shares
|
$3.85 Million
2.37% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
34,855
shares
|
$3.84 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.26%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
34,759
shares
|
$3.83 Million
2.9% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
34,181
shares
|
$3.77 Million
1.74% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
34,080
shares
|
$3.76 Million
2.79% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
33,904
shares
|
$3.74 Million
0.68% of portfolio
|
Q3 2025
Reduced 21.14%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
33,782
shares
|
$3.72 Million
2.52% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
33,342
shares
|
$3.68 Million
0.14% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
32,995
shares
|
$3.64 Million
0.37% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
32,747
shares
|
$3.61 Million
3.28% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
32,648
shares
|
$3.6 Million
0.14% of portfolio
|
Q3 2025
Added 181.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
32,626
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.42%
|
|