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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
66
shares
|
$7,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
66
shares
|
$7,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
65
shares
|
$7,166
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
56
shares
|
$6,174
0.01% of portfolio
|
Q3 2025
Reduced 75.76%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$6,063
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
55
shares
|
$6,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
54
shares
|
$5,953
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
53
shares
|
$5,843
0.0% of portfolio
|
Q2 2025
Reduced 56.56%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$5,733
0.01% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
51
shares
|
$5,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
50
shares
|
$5,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
48
shares
|
$5,292
0.0% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
47
shares
|
$5,181
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
46
shares
|
$5,071
0.0% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
43
shares
|
$4,740
0.0% of portfolio
|
Q3 2025
Reduced 34.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$4,520
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
40
shares
|
$4,410
0.0% of portfolio
|
Q3 2025
Reduced 56.99%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
38
shares
|
$4,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
38
shares
|
$4,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,969
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$3,858
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
34
shares
|
$3,748
0.0% of portfolio
|
Q3 2022
Reduced 41.38%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
33
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Reduced 72.27%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
30
shares
|
$3,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,307
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|