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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
2,373
shares
|
$266,559
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,351
shares
|
$264,087
0.01% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
2,345
shares
|
$263,413
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
2,308
shares
|
$259,257
0.07% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,308
shares
|
$259,257
0.01% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,307
shares
|
$259,145
0.0% of portfolio
|
Q2 2025
Reduced 26.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,295
shares
|
$257,797
0.01% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,281
shares
|
$256,224
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,280
shares
|
$256,112
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,277
shares
|
$255,775
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,257
shares
|
$253,528
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,251
shares
|
$252,854
0.09% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,250
shares
|
$252,742
0.02% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
2,231
shares
|
$250,608
0.06% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
2,207
shares
|
$247,912
0.11% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,191
shares
|
$246,115
0.01% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,189
shares
|
$245,890
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
2,188
shares
|
$245,778
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,174
shares
|
$244,205
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
2,166
shares
|
$243,306
0.01% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,164
shares
|
$243,082
0.06% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2,151
shares
|
$241,621
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
2,129
shares
|
$239,150
0.0% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,111
shares
|
$237,128
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,108
shares
|
$236,791
0.0% of portfolio
|
Q2 2025
New holding
|