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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
728,829
shares
|
$79 Million
5.1% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
705,483
shares
|
$76.5 Million
1.26% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
682,866
shares
|
$74 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
667,012
shares
|
$72.3 Million
1.94% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
616,364
shares
|
$66.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
608,200
shares
|
$65.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
600,123
shares
|
$65.1 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
589,181
shares
|
$63.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
581,525
shares
|
$63.1 Million
0.04% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
574,482
shares
|
$62.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
553,416
shares
|
$60 Million
0.15% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
549,402
shares
|
$59.6 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
541,408
shares
|
$58.7 Million
5.99% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Brigade Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
512,500
shares
|
$55.6 Million
15.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
493,035
shares
|
$53.5 Million
0.18% of portfolio
|
Q3 2024
Added 490.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
491,200
shares
|
$53.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
480,155
shares
|
$52.1 Million
0.01% of portfolio
|
Q3 2024
Added 10827.51%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
470,009
shares
|
$51 Million
0.03% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
462,157
shares
|
$50.1 Million
0.02% of portfolio
|
Q2 2023
Reduced 96.16%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
459,173
shares
|
$49.8 Million
4.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
446,866
shares
|
$48.5 Million
0.67% of portfolio
|
Q3 2024
Added 1491.35%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
445,500
shares
|
$48.3 Million
7.16% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
438,487
shares
|
$47.5 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
423,901
shares
|
$46 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
407,150
shares
|
$44.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.51%
|