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 |
|---|---|---|---|---|---|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
28,813
shares
|
$3.18 Million
2.32% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
28,665
shares
|
$3.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
28,623
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
28,498
shares
|
$3.14 Million
1.15% of portfolio
|
Q1 2023
Added 19.51%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,388
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
28,310
shares
|
$3.12 Million
2.79% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,165
shares
|
$3.11 Million
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
28,136
shares
|
$3.1 Million
2.4% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
27,899
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
27,316
shares
|
$3.01 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
27,204
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
27,069
shares
|
$2.98 Million
1.84% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
26,875
shares
|
$2.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 50.53%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
26,493
shares
|
$2.92 Million
0.4% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
26,418
shares
|
$2.91 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
26,400
shares
|
$2.91 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
25,841
shares
|
$2.85 Million
1.36% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
25,838
shares
|
$2.85 Million
1.13% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
25,794
shares
|
$2.84 Million
0.18% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
25,681
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
25,676
shares
|
$2.83 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
25,577
shares
|
$2.82 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
25,511
shares
|
$2.81 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$2.76 Million
0.38% of portfolio
|
Q2 2019
Reduced 5.3%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
24,916
shares
|
$2.75 Million
0.78% of portfolio
|
Q3 2025
Reduced 32.81%
|
|