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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
28
shares
|
$3,087
0.0% of portfolio
|
Q3 2025
Reduced 31.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
25
shares
|
$2,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
25
shares
|
$2,756
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
23
shares
|
$2,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$2,535
0.0% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
22
shares
|
$2,425
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$2,425
0.0% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
Reduced 80.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
17
shares
|
$1,874
0.02% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,653
0.0% of portfolio
|
Q1 2024
Reduced 97.1%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
14
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,433
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
9
shares
|
$992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7
shares
|
$771
0.0% of portfolio
|
Q3 2025
Reduced 99.3%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5
shares
|
$551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$441
0.0% of portfolio
|
Q3 2025
Reduced 96.04%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4
shares
|
$441
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q3 2025
Reduced 88.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q3 2025
Reduced 95.45%
|
|