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 1,171 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
682,823
shares
|
$73 Million
1.98% of portfolio
|
Q1 2024
Added 2.74%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
675,794
shares
|
$72.2 Million
0.08% of portfolio
|
Q1 2024
Added 1.73%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
675,011
shares
|
$72.2 Million
1.29% of portfolio
|
Q1 2024
Added 13.51%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
666,912
shares
|
$71.3 Million
0.29% of portfolio
|
Q1 2024
Reduced 51.21%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 13, 2024 Q1 2024 |
639,802
shares
|
$68.4 Million
2.16% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
614,627
shares
|
$65.7 Million
0.01% of portfolio
|
Q1 2024
Added 949.82%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
608,011
shares
|
$65 Million
0.27% of portfolio
|
Q1 2024
Reduced 31.49%
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 15, 2024 Q1 2024 |
600,000
shares
|
$64.1 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
582,591
shares
|
$62.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 61.97%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
574,960
shares
|
$61.5 Million
2.96% of portfolio
|
Q1 2024
Added 0.15%
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 15, 2024 Q1 2024 |
567,200
shares
|
$60.6 Million
0.73% of portfolio
|
Q1 2024
Added 27.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
558,554
shares
|
$59.7 Million
0.14% of portfolio
|
Q1 2024
Reduced 69.58%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
539,163
shares
|
$57.6 Million
4.11% of portfolio
|
Q1 2024
Added 2.65%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
468,490
shares
|
$50.1 Million
0.08% of portfolio
|
Q1 2024
Added 10.77%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
462,157
shares
|
$49.4 Million
0.02% of portfolio
|
Q2 2023
Reduced 96.16%
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 12, 2024 Q4 2023 |
459,925
shares
|
$49.2 Million
3.93% of portfolio
|
Q4 2023
Reduced 86.24%
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
456,704
shares
|
$48.8 Million
0.49% of portfolio
|
Q1 2024
Added 254.11%
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 10, 2024 Q1 2024 |
442,185
shares
|
$47.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.97%
|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
422,329
shares
|
$45.1 Million
5.4% of portfolio
|
Q1 2024
Added 16.74%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
421,135
shares
|
$45 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
416,358
shares
|
$44.5 Million
1.55% of portfolio
|
Q4 2023
Added 3.2%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
416,151
shares
|
$44.5 Million
0.05% of portfolio
|
Q1 2024
Added 2.08%
|
|
Bank Of Korea
Seoul, M5 |
May 08, 2024 Q1 2024 |
396,053
shares
|
$42.3 Million
100.0% of portfolio
|
Q4 2022
New holding
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 19, 2024 Q1 2024 |
394,139
shares
|
$42.1 Million
15.26% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
388,263
shares
|
$41.5 Million
0.03% of portfolio
|
Q1 2024
Added 3.01%
|