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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
200
shares
|
$22,050
0.01% of portfolio
|
Q3 2025
Reduced 55.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
198
shares
|
$21,829
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
195
shares
|
$21,498
0.02% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
195
shares
|
$21,498
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
192
shares
|
$21,168
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
191
shares
|
$21,057
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
184
shares
|
$20,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
181
shares
|
$19,955
0.01% of portfolio
|
Q3 2025
Added 162.32%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
180
shares
|
$19,845
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
175
shares
|
$19,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
172
shares
|
$18,963
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
171
shares
|
$18,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
164
shares
|
$18,081
0.01% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
156
shares
|
$17,199
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
155
shares
|
$17,088
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
147
shares
|
$16,206
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$15,765
0.0% of portfolio
|
Q3 2025
Reduced 93.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
142
shares
|
$15,655
0.0% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
141
shares
|
$15,545
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
139
shares
|
$15,324
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
125
shares
|
$13,781
0.03% of portfolio
|
Q3 2025
Added 89.39%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
122
shares
|
$13,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$13,119
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
118
shares
|
$13,009
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
116
shares
|
$12,789
0.01% of portfolio
|
Q1 2022
New holding
|
|