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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
24,489
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
23,911
shares
|
$2.64 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,822
shares
|
$2.63 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
23,732
shares
|
$2.62 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
23,662
shares
|
$2.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
23,600
shares
|
$2.6 Million
2.12% of portfolio
|
Q3 2025
Added 58.39%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
23,559
shares
|
$2.6 Million
2.27% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
23,547
shares
|
$2.6 Million
1.18% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
23,520
shares
|
$2.59 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
23,439
shares
|
$2.58 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
23,409
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
23,364
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
23,188
shares
|
$2.56 Million
0.97% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
22,698
shares
|
$2.5 Million
1.49% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
22,625
shares
|
$2.49 Million
0.46% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,427
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
22,332
shares
|
$2.46 Million
0.17% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
22,325
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
22,284
shares
|
$2.46 Million
0.77% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
22,187
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Added 83.82%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
22,164
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2025
Added 264.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
22,003
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 33.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
21,794
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,480
shares
|
$2.37 Million
0.68% of portfolio
|
Q2 2023
Added 7.4%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
21,202
shares
|
$2.34 Million
1.63% of portfolio
|
Q3 2025
Added 13.93%
|
|