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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
636
shares
|
$71,441
0.02% of portfolio
|
Q2 2025
Reduced 38.01%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
622
shares
|
$69,869
0.0% of portfolio
|
Q3 2025
Added 10266.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
595
shares
|
$66,836
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
594
shares
|
$66,724
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
590
shares
|
$66,274
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
582
shares
|
$65,376
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
569
shares
|
$63,915
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
560
shares
|
$62,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
552
shares
|
$62,006
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
541
shares
|
$60,770
0.03% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$60,321
0.01% of portfolio
|
Q3 2022
Added 291.97%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
531
shares
|
$59,647
0.02% of portfolio
|
Q4 2022
Reduced 66.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
505
shares
|
$56,726
0.06% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$56,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
500
shares
|
$56,165
0.0% of portfolio
|
Q1 2024
Reduced 38.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
500
shares
|
$56,165
0.01% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
486
shares
|
$54,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
469
shares
|
$52,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
440
shares
|
$49,425
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
434
shares
|
$48,751
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
421
shares
|
$47,290
0.02% of portfolio
|
Q2 2024
Reduced 65.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
421
shares
|
$47,290
0.02% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
420
shares
|
$47,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
403
shares
|
$45,268
0.0% of portfolio
|
Q2 2025
Reduced 99.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
397
shares
|
$44,595
0.03% of portfolio
|
Q3 2025
Reduced 7.03%
|