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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
383
shares
|
$43,022
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
380
shares
|
$42,685
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
378
shares
|
$42,460
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$42,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
374
shares
|
$42,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
369
shares
|
$41,449
0.01% of portfolio
|
Q4 2021
Reduced 54.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
368
shares
|
$41,337
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
367
shares
|
$41,225
0.02% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
365
shares
|
$41,000
0.01% of portfolio
|
Q1 2025
Added 172.39%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
362
shares
|
$40,663
0.09% of portfolio
|
Q3 2025
Reduced 94.43%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$40,326
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
354
shares
|
$39,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
350
shares
|
$39,315
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
346
shares
|
$38,866
0.01% of portfolio
|
Q3 2025
Reduced 74.56%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
344
shares
|
$38,641
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
332
shares
|
$37,293
0.01% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
332
shares
|
$37,293
0.0% of portfolio
|
Q2 2023
Reduced 29.81%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
314
shares
|
$35,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
313
shares
|
$35,159
0.0% of portfolio
|
Q3 2025
Added 255.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
309
shares
|
$34,709
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
298
shares
|
$33,474
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
292
shares
|
$32,800
0.02% of portfolio
|
Q1 2023
Reduced 23.36%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
283
shares
|
$31,789
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
278
shares
|
$31,227
0.0% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
277
shares
|
$31,115
0.0% of portfolio
|
Q2 2025
Reduced 34.05%
|