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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
683
shares
|
$75,300
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
675
shares
|
$74,418
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
655
shares
|
$72,213
0.0% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
650
shares
|
$71,662
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
636
shares
|
$70,119
0.02% of portfolio
|
Q2 2025
Reduced 38.01%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
622
shares
|
$68,575
0.0% of portfolio
|
Q3 2025
Added 10266.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
595
shares
|
$65,598
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
594
shares
|
$65,488
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
590
shares
|
$65,047
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
569
shares
|
$62,732
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
560
shares
|
$61,740
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
552
shares
|
$60,858
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$59,204
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
531
shares
|
$58,542
0.02% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
505
shares
|
$55,676
0.06% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
500
shares
|
$55,125
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
500
shares
|
$55,125
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
486
shares
|
$53,581
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
443
shares
|
$48,840
0.01% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
440
shares
|
$48,510
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
434
shares
|
$47,848
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
421
shares
|
$46,415
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
420
shares
|
$46,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
397
shares
|
$43,769
0.03% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$41,895
0.01% of portfolio
|
Q3 2022
New holding
|
|