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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
44,394
shares
|
$4.99 Million
1.71% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
42,994
shares
|
$4.83 Million
0.91% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
42,772
shares
|
$4.8 Million
0.79% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
42,666
shares
|
$4.79 Million
1.7% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
42,460
shares
|
$4.77 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
42,244
shares
|
$4.75 Million
0.53% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
41,994
shares
|
$4.72 Million
1.3% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
40,991
shares
|
$4.6 Million
0.66% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,812
shares
|
$4.58 Million
0.18% of portfolio
|
Q2 2020
Added 6.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
40,795
shares
|
$4.58 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
40,385
shares
|
$4.54 Million
3.52% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
40,186
shares
|
$4.51 Million
0.86% of portfolio
|
Q2 2025
Added 532.15%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$4.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.62%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
39,530
shares
|
$4.44 Million
3.11% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
39,490
shares
|
$4.44 Million
0.5% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
39,403
shares
|
$4.43 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,180
shares
|
$4.4 Million
1.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
39,159
shares
|
$4.4 Million
0.12% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
39,001
shares
|
$4.38 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
38,887
shares
|
$4.37 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
38,160
shares
|
$4.29 Million
1.74% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
38,068
shares
|
$4.28 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,814
shares
|
$4.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,626
shares
|
$4.23 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
37,582
shares
|
$4.22 Million
2.45% of portfolio
|
Q2 2025
Added 12.56%
|