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 1,217 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Mutual Funds Management LTD
Sydney, C3 |
May 15, 2025 Q1 2025 |
72,751
shares
|
$7.84 Million
100.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
72,319
shares
|
$7.79 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
May 15, 2025 Q1 2025 |
72,232
shares
|
$7.78 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
72,113
shares
|
$7.77 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
71,740
shares
|
$7.73 Million
6.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
71,170
shares
|
$7.67 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
70,915
shares
|
$7.64 Million
0.09% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
70,831
shares
|
$7.63 Million
3.37% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
69,986
shares
|
$7.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
69,794
shares
|
$7.52 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
69,587
shares
|
$7.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
68,960
shares
|
$7.43 Million
2.26% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
68,686
shares
|
$7.4 Million
0.13% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
68,218
shares
|
$7.35 Million
1.52% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
68,120
shares
|
$7.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
68,115
shares
|
$7.34 Million
0.21% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
67,966
shares
|
$7.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
67,348
shares
|
$7.26 Million
0.3% of portfolio
|
Q1 2025
Reduced 79.59%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
66,645
shares
|
$7.18 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
66,000
shares
|
$7.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 96.92%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
65,947
shares
|
$7.11 Million
1.51% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
65,591
shares
|
$7.07 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
65,524
shares
|
$7.06 Million
0.04% of portfolio
|
Q1 2025
Added 62.94%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
65,429
shares
|
$7.05 Million
0.98% of portfolio
|
Q1 2025
Reduced 75.16%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
65,149
shares
|
$7.02 Million
4.11% of portfolio
|
Q1 2025
Added 20.48%
|