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 1,264 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $30.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
411,540
shares
|
$45.4 Million
0.02% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
397,828
shares
|
$43.9 Million
0.22% of portfolio
|
Q3 2025
Added 169.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
396,506
shares
|
$43.7 Million
0.19% of portfolio
|
Q3 2025
Added 20.88%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
396,206
shares
|
$43.7 Million
2.02% of portfolio
|
Q3 2025
Reduced 93.14%
|
|
|
Bank Of Korea
Seoul, M5 |
Nov 04, 2024 Q3 2024 |
396,053
shares
|
$43.7 Million
100.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
376,951
shares
|
$41.6 Million
0.21% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
346,385
shares
|
$38.2 Million
1.43% of portfolio
|
Q3 2025
Reduced 92.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
343,348
shares
|
$37.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 45.26%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
342,997
shares
|
$37.8 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
329,129
shares
|
$36.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
328,246
shares
|
$36.2 Million
0.72% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
322,735
shares
|
$35.6 Million
1.08% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
319,431
shares
|
$35.2 Million
0.23% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
314,537
shares
|
$34.7 Million
1.6% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
306,112
shares
|
$33.7 Million
0.51% of portfolio
|
Q3 2025
Added 1110.98%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
305,300
shares
|
$33.7 Million
2.39% of portfolio
|
Q3 2023
Added 0.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
297,134
shares
|
$32.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
296,678
shares
|
$32.7 Million
0.09% of portfolio
|
Q3 2025
Added 47.2%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
294,643
shares
|
$32.5 Million
3.54% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
286,812
shares
|
$31.6 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
285,200
shares
|
$31.4 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
276,794
shares
|
$30.5 Million
0.49% of portfolio
|
Q2 2023
Added 9.32%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
276,655
shares
|
$30.5 Million
3.86% of portfolio
|
Q4 2025
Added 349.66%
|
|
|
American Family Investments, Inc.
Madison, WI |
Nov 14, 2025 Q3 2025 |
273,400
shares
|
$30.1 Million
4.78% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
270,991
shares
|
$29.9 Million
0.24% of portfolio
|
Q3 2025
Added 14.57%
|
|