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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
12,635
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
12,581
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 33.41%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,529
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
12,521
shares
|
$1.38 Million
0.79% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,399
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
12,384
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Added 78.6%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
12,264
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
12,220
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
12,153
shares
|
$1.34 Million
0.53% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,105
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
12,084
shares
|
$1.33 Million
0.57% of portfolio
|
Q3 2025
Reduced 41.33%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
12,039
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
12,000
shares
|
$1.32 Million
1.75% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,913
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
11,860
shares
|
$1.31 Million
2.72% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,761
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
11,712
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,601
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,499
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 62.58%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
11,495
shares
|
$1.27 Million
0.75% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
11,447
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
11,402
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
11,394
shares
|
$1.26 Million
0.4% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.25 Million
0.72% of portfolio
|
Q2 2024
Added 60.4%
|
|