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 |
|---|---|---|---|---|---|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
129,618
shares
|
$14.3 Million
3.98% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
126,715
shares
|
$14 Million
12.64% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
126,231
shares
|
$13.9 Million
0.33% of portfolio
|
Q3 2025
Added 338.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
125,375
shares
|
$13.8 Million
0.07% of portfolio
|
Q3 2025
Added 140.6%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
125,339
shares
|
$13.8 Million
4.96% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
124,429
shares
|
$13.7 Million
1.99% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
121,766
shares
|
$13.4 Million
1.96% of portfolio
|
Q3 2025
Added 13.86%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
120,033
shares
|
$13.2 Million
5.24% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
119,860
shares
|
$13.2 Million
1.01% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
118,860
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
118,624
shares
|
$13.1 Million
0.06% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
118,560
shares
|
$13.1 Million
6.11% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
116,815
shares
|
$12.9 Million
0.16% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
115,578
shares
|
$12.7 Million
3.82% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
115,372
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
114,723
shares
|
$12.6 Million
6.41% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Mtc Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
113,529
shares
|
$12.5 Million
5.95% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
112,540
shares
|
$12.4 Million
2.04% of portfolio
|
Q1 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
110,510
shares
|
$12.2 Million
0.43% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
110,282
shares
|
$12.2 Million
0.06% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
108,325
shares
|
$11.9 Million
0.58% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
104,726
shares
|
$11.5 Million
0.88% of portfolio
|
Q3 2025
Added 40.84%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
102,872
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 891.82%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
102,400
shares
|
$11.3 Million
0.66% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
102,311
shares
|
$11.3 Million
0.18% of portfolio
|
Q3 2025
Added 381.19%
|
|