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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
162,972
shares
|
$18 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
162,486
shares
|
$17.9 Million
10.74% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
161,715
shares
|
$17.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
157,017
shares
|
$17.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
154,553
shares
|
$17 Million
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
152,763
shares
|
$16.8 Million
2.75% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
151,193
shares
|
$16.7 Million
35.13% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
151,120
shares
|
$16.7 Million
0.1% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
147,068
shares
|
$16.2 Million
0.15% of portfolio
|
Q3 2022
Added 1167.83%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
147,004
shares
|
$16.2 Million
15.83% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
146,911
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
144,917
shares
|
$16 Million
0.42% of portfolio
|
Q3 2025
Added 4014.62%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
144,902
shares
|
$16 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
144,451
shares
|
$15.9 Million
0.36% of portfolio
|
Q3 2025
Added 623.81%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
143,712
shares
|
$15.8 Million
0.1% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
140,883
shares
|
$15.5 Million
6.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
139,624
shares
|
$15.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$15.2 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
137,280
shares
|
$15.1 Million
0.05% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
137,107
shares
|
$15.1 Million
6.11% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
137,000
shares
|
$15.1 Million
0.2% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
134,251
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
133,464
shares
|
$14.7 Million
4.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
132,026
shares
|
$14.6 Million
2.24% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
131,128
shares
|
$14.5 Million
0.11% of portfolio
|
Q3 2025
Added 1.83%
|
|