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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
125
shares
|
$13,781
0.03% of portfolio
|
Q3 2025
Added 89.39%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
122
shares
|
$13,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$13,119
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
118
shares
|
$13,009
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
116
shares
|
$12,789
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
112
shares
|
$12,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
111
shares
|
$12,237
0.0% of portfolio
|
Q3 2025
Reduced 91.62%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
111
shares
|
$12,237
0.01% of portfolio
|
Q4 2023
Added 236.36%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
110
shares
|
$12,127
0.01% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
104
shares
|
$11,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
103
shares
|
$11,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$11,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$11,025
0.0% of portfolio
|
Q1 2025
Reduced 74.81%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
98
shares
|
$10,804
0.0% of portfolio
|
Q3 2025
Reduced 99.92%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
92
shares
|
$10,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
92
shares
|
$10,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
85
shares
|
$9,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
85
shares
|
$9,371
0.0% of portfolio
|
Q2 2023
Reduced 70.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
84
shares
|
$9,261
0.01% of portfolio
|
Q2 2022
Added 950.0%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
84
shares
|
$9,261
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
83
shares
|
$9,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
82
shares
|
$9,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$8,820
0.01% of portfolio
|
Q4 2024
Reduced 95.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
80
shares
|
$8,820
0.01% of portfolio
|
Q2 2022
Added 166.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
77
shares
|
$8,489
0.0% of portfolio
|
Q3 2025
Reduced 56.5%
|
|