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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,105
shares
|
$236,454
0.04% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$235,893
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,095
shares
|
$235,331
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,095
shares
|
$235,331
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
2,085
shares
|
$234,208
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
2,074
shares
|
$232,972
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,057
shares
|
$231,062
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,055
shares
|
$230,838
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,052
shares
|
$230,501
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
2,047
shares
|
$229,939
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,041
shares
|
$229,265
0.06% of portfolio
|
Q3 2025
Reduced 41.23%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,037
shares
|
$228,816
0.1% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,036
shares
|
$228,703
0.01% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
2,036
shares
|
$228,703
0.21% of portfolio
|
Q1 2025
Reduced 96.92%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,013
shares
|
$226,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$225,221
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,989
shares
|
$223,424
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,975
shares
|
$221,851
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,966
shares
|
$220,840
0.14% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,955
shares
|
$219,605
0.0% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
1,954
shares
|
$219,492
0.18% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,952
shares
|
$219,268
0.04% of portfolio
|
Q4 2023
Reduced 23.66%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,951
shares
|
$219,155
0.03% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,950
shares
|
$219,043
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,947
shares
|
$218,706
0.03% of portfolio
|
Q2 2025
New holding
|