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 1,263 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 |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
102,079
shares
|
$11.3 Million
5.66% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
101,761
shares
|
$11.2 Million
2.1% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
101,144
shares
|
$11.2 Million
1.31% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
100,097
shares
|
$11 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
100,030
shares
|
$11 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
99,836
shares
|
$11 Million
2.97% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
98,503
shares
|
$10.9 Million
4.66% of portfolio
|
Q3 2025
New holding
|
|
|
Napier Park Global Capital (Us) LP
New York, NY |
Aug 12, 2022 Q2 2022 |
97,150
shares
|
$10.7 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
95,196
shares
|
$10.5 Million
2.48% of portfolio
|
Q2 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
95,113
shares
|
$10.5 Million
1.37% of portfolio
|
Q3 2025
Reduced 56.92%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
94,868
shares
|
$10.5 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
94,736
shares
|
$10.4 Million
5.21% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
93,917
shares
|
$10.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
93,173
shares
|
$10.3 Million
4.34% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
93,045
shares
|
$10.3 Million
1.83% of portfolio
|
Q3 2025
Added 36.39%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
93,032
shares
|
$10.3 Million
2.51% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
92,249
shares
|
$10.2 Million
0.64% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
91,401
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
90,829
shares
|
$10 Million
1.55% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
90,587
shares
|
$9.99 Million
6.72% of portfolio
|
Q3 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
90,541
shares
|
$9.98 Million
5.39% of portfolio
|
Q3 2025
Added 21.59%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
90,210
shares
|
$9.95 Million
0.29% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
88,669
shares
|
$9.78 Million
4.26% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
87,590
shares
|
$9.66 Million
2.82% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.61 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|