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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
271
shares
|
$29,877
0.0% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
271
shares
|
$29,877
0.0% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$29,767
0.0% of portfolio
|
Q2 2023
Reduced 67.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
267
shares
|
$29,436
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
265
shares
|
$29,216
0.01% of portfolio
|
Q2 2022
Reduced 10.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
253
shares
|
$27,893
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
250
shares
|
$27,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
244
shares
|
$26,901
0.01% of portfolio
|
Q3 2025
Added 46.11%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
240
shares
|
$26,460
0.01% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
240
shares
|
$26,460
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
240
shares
|
$26,460
0.0% of portfolio
|
Q4 2022
Reduced 89.29%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
238
shares
|
$26,239
0.01% of portfolio
|
Q2 2024
Added 164.44%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
232
shares
|
$25,578
0.0% of portfolio
|
Q3 2025
Reduced 96.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
230
shares
|
$25,357
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
227
shares
|
$25,026
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
227
shares
|
$25,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
223
shares
|
$24,585
0.11% of portfolio
|
Q3 2025
Reduced 69.07%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
217
shares
|
$23,924
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
210
shares
|
$23,152
0.0% of portfolio
|
Q3 2025
Added 1135.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
207
shares
|
$22,821
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
203
shares
|
$22,380
0.02% of portfolio
|
Q2 2022
Reduced 50.85%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$22,050
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
200
shares
|
$22,050
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$22,050
0.02% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
200
shares
|
$22,050
0.01% of portfolio
|
Q2 2025
New holding
|
|