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 1,183 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
83,160
shares
|
$9.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
81,696
shares
|
$8.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
80,962
shares
|
$8.78 Million
0.06% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
80,050
shares
|
$8.68 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
79,925
shares
|
$8.67 Million
1.32% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
79,913
shares
|
$8.66 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
National Mutual Funds Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
79,473
shares
|
$8.62 Million
100.0% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
78,690
shares
|
$8.53 Million
0.73% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
78,585
shares
|
$8.52 Million
0.34% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
78,296
shares
|
$8.49 Million
0.24% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
77,919
shares
|
$8.45 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,795
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
77,402
shares
|
$8.39 Million
0.11% of portfolio
|
Q3 2024
Added 233.44%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
76,202
shares
|
$8.26 Million
10.11% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
76,140
shares
|
$8.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
76,069
shares
|
$8.25 Million
5.88% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
75,848
shares
|
$8.22 Million
1.3% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
75,035
shares
|
$8.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
75,000
shares
|
$8.13 Million
0.83% of portfolio
|
Q3 2024
Reduced 61.36%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
74,123
shares
|
$8.04 Million
2.03% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
73,843
shares
|
$8.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
73,486
shares
|
$7.97 Million
0.79% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
73,375
shares
|
$7.96 Million
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
72,379
shares
|
$7.85 Million
3.21% of portfolio
|
Q3 2024
Added 19949.58%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
72,017
shares
|
$7.81 Million
2.37% of portfolio
|
Q3 2024
New holding
|