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 1,261 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,739
shares
|
$7.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
66,580
shares
|
$7.48 Million
0.16% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
66,470
shares
|
$7.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
66,288
shares
|
$7.45 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
65,411
shares
|
$7.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
65,183
shares
|
$7.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
63,746
shares
|
$7.16 Million
3.62% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$7.1 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
62,114
shares
|
$6.98 Million
2.29% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
61,614
shares
|
$6.92 Million
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
61,526
shares
|
$6.91 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
61,235
shares
|
$6.88 Million
0.83% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.87 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
60,611
shares
|
$6.81 Million
1.54% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
60,433
shares
|
$6.79 Million
1.27% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
60,348
shares
|
$6.78 Million
0.1% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
60,157
shares
|
$6.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Aozora Bank, Ltd.
|
Jul 31, 2025 Q2 2025 |
60,000
shares
|
$6.74 Million
6.78% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
59,597
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
59,483
shares
|
$6.68 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
59,341
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,890
shares
|
$6.62 Million
2.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
58,824
shares
|
$6.61 Million
6.29% of portfolio
|
Q4 2022
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
58,745
shares
|
$6.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
58,100
shares
|
$6.53 Million
0.06% of portfolio
|
Q1 2025
New holding
|