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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,477
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
32,176
shares
|
$3.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
31,798
shares
|
$3.51 Million
0.39% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
31,453
shares
|
$3.47 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
31,300
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
31,107
shares
|
$3.43 Million
2.54% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
30,980
shares
|
$3.42 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,945
shares
|
$3.41 Million
0.04% of portfolio
|
Q3 2025
Added 16.85%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
30,460
shares
|
$3.36 Million
0.29% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
30,328
shares
|
$3.34 Million
1.37% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
30,279
shares
|
$3.34 Million
0.34% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
30,139
shares
|
$3.32 Million
0.24% of portfolio
|
Q3 2025
Reduced 38.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
29,928
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
29,908
shares
|
$3.3 Million
2.39% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
29,870
shares
|
$3.29 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
29,783
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
29,720
shares
|
$3.28 Million
0.87% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
29,212
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
29,175
shares
|
$3.22 Million
1.93% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
29,164
shares
|
$3.22 Million
0.52% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
29,090
shares
|
$3.21 Million
2.03% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
29,006
shares
|
$3.2 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
28,986
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
28,854
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
28,830
shares
|
$3.18 Million
1.28% of portfolio
|
Q3 2025
Added 5.02%
|
|