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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
2,873
shares
|
$322,724
0.0% of portfolio
|
Q2 2025
Reduced 63.43%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,868
shares
|
$322,162
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,866
shares
|
$321,937
0.18% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
2,860
shares
|
$321,263
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,837
shares
|
$318,680
0.03% of portfolio
|
Q2 2023
Reduced 11.78%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
2,800
shares
|
$314,524
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,783
shares
|
$312,614
0.14% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,770
shares
|
$311,154
0.22% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
2,763
shares
|
$310,367
0.0% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,735
shares
|
$307,222
0.14% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
2,712
shares
|
$304,638
0.01% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
2,678
shares
|
$300,819
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,674
shares
|
$300,370
0.19% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,671
shares
|
$300,033
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
2,650
shares
|
$297,674
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,638
shares
|
$296,326
0.11% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$295,989
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,628
shares
|
$295,203
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
2,624
shares
|
$294,753
0.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,611
shares
|
$293,293
0.0% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,600
shares
|
$292,058
0.02% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,589
shares
|
$290,822
0.12% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$288,463
0.12% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,545
shares
|
$285,879
0.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,539
shares
|
$285,205
0.03% of portfolio
|
Q3 2022
New holding
|