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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
202,883
shares
|
$22.4 Million
0.37% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
202,322
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2025 Q3 2025 |
202,029
shares
|
$22.3 Million
2.77% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
197,789
shares
|
$21.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
197,375
shares
|
$21.8 Million
2.64% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
194,656
shares
|
$21.5 Million
2.69% of portfolio
|
Q3 2025
Added 79.11%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
194,390
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2023
Reduced 5.49%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
194,200
shares
|
$21.4 Million
6.41% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
188,000
shares
|
$20.7 Million
3.9% of portfolio
|
Q3 2025
Added 52.6%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
186,379
shares
|
$20.5 Million
0.09% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
180,632
shares
|
$19.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
180,158
shares
|
$19.9 Million
16.03% of portfolio
|
Q3 2025
Added 4154.03%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
177,936
shares
|
$19.6 Million
0.04% of portfolio
|
Q3 2025
Added 146.38%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
175,324
shares
|
$19.3 Million
3.53% of portfolio
|
Q3 2025
Reduced 49.62%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
175,190
shares
|
$19.3 Million
4.51% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
174,743
shares
|
$19.3 Million
2.71% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
174,342
shares
|
$19.2 Million
0.53% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
174,338
shares
|
$19.2 Million
3.13% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
171,784
shares
|
$18.9 Million
1.19% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
167,706
shares
|
$18.5 Million
5.69% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
166,737
shares
|
$18.4 Million
2.32% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
165,000
shares
|
$18.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 78.85%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
164,695
shares
|
$18.2 Million
2.03% of portfolio
|
Q2 2023
Added 7.54%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
164,616
shares
|
$18.1 Million
0.43% of portfolio
|
Q3 2025
Added 257.78%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
163,091
shares
|
$18 Million
1.53% of portfolio
|
Q3 2025
Added 2.94%
|
|