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 1,262 institutions that hold shares in the stock, with a total of 280 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 |
|---|---|---|---|---|---|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
262,632
shares
|
$29 Million
10.12% of portfolio
|
Q3 2025
Reduced 68.73%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
259,540
shares
|
$28.6 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
256,336
shares
|
$28.3 Million
0.05% of portfolio
|
Q3 2025
Added 152.0%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
255,220
shares
|
$28.1 Million
8.56% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
249,354
shares
|
$27.5 Million
0.05% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
249,317
shares
|
$27.5 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
245,499
shares
|
$27.1 Million
0.88% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
243,775
shares
|
$26.9 Million
9.52% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
241,181
shares
|
$26.6 Million
0.53% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
235,832
shares
|
$26 Million
0.03% of portfolio
|
Q3 2025
Added 85.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
234,195
shares
|
$25.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
231,000
shares
|
$25.5 Million
0.67% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
227,873
shares
|
$25.1 Million
8.29% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
225,569
shares
|
$24.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
225,032
shares
|
$24.8 Million
12.86% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
224,987
shares
|
$24.8 Million
1.72% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
224,700
shares
|
$24.8 Million
0.03% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
218,846
shares
|
$24.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
218,189
shares
|
$24.1 Million
0.85% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
213,625
shares
|
$23.6 Million
0.29% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
213,430
shares
|
$23.5 Million
1.31% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
210,314
shares
|
$23.2 Million
0.53% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
210,289
shares
|
$23.2 Million
5.03% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
208,867
shares
|
$23 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
207,883
shares
|
$22.9 Million
0.24% of portfolio
|
Q3 2025
Added 110.94%
|
|