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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
70,648
shares
|
$7.66 Million
0.02% of portfolio
|
Q3 2024
Added 32.77%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
70,627
shares
|
$7.66 Million
0.89% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
70,017
shares
|
$7.59 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
69,501
shares
|
$7.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
68,760
shares
|
$7.45 Million
2.82% of portfolio
|
Q3 2024
Added 55.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
67,345
shares
|
$7.3 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
65,890
shares
|
$7.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,660
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
64,685
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,801
shares
|
$6.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63,214
shares
|
$6.85 Million
0.8% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
62,933
shares
|
$6.82 Million
1.31% of portfolio
|
Q3 2024
Added 676.18%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
62,633
shares
|
$6.79 Million
2.42% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
62,191
shares
|
$6.74 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
61,924
shares
|
$6.71 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
61,784
shares
|
$6.7 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
61,726
shares
|
$6.69 Million
0.7% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,198
shares
|
$6.63 Million
0.52% of portfolio
|
Q3 2023
Added 128.39%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
60,854
shares
|
$6.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
60,389
shares
|
$6.55 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
60,096
shares
|
$6.51 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Aozora Bank, Ltd.
|
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$6.5 Million
6.91% of portfolio
|
Q1 2023
Reduced 97.88%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
59,854
shares
|
$6.49 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
59,520
shares
|
$6.45 Million
0.42% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
59,191
shares
|
$6.42 Million
0.04% of portfolio
|
Q3 2024
Added 578.8%
|