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 |
|---|---|---|---|---|---|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
350,825
shares
|
$37.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 74.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
334,258
shares
|
$36 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
319,799
shares
|
$34.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
317,716
shares
|
$34.2 Million
1.14% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
317,050
shares
|
$34.2 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
308,779
shares
|
$33.3 Million
0.05% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
308,139
shares
|
$33.2 Million
5.54% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
305,300
shares
|
$32.9 Million
2.39% of portfolio
|
Q3 2023
Added 0.6%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
303,340
shares
|
$32.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
300,000
shares
|
$32.3 Million
0.07% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
297,090
shares
|
$32 Million
1.87% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
284,823
shares
|
$30.7 Million
0.03% of portfolio
|
Q1 2025
Added 615.73%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
276,794
shares
|
$29.8 Million
0.49% of portfolio
|
Q2 2023
Added 9.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
266,527
shares
|
$28.7 Million
0.88% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
263,987
shares
|
$28.4 Million
1.94% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
260,318
shares
|
$28.1 Million
7.84% of portfolio
|
Q1 2025
Added 43.29%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
252,374
shares
|
$27.2 Million
2.79% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
250,347
shares
|
$27 Million
17.54% of portfolio
|
Q4 2024
New holding
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
249,317
shares
|
$26.9 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
245,499
shares
|
$26.5 Million
0.88% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
243,593
shares
|
$26.3 Million
3.23% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
238,919
shares
|
$25.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
238,234
shares
|
$25.7 Million
0.05% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
237,617
shares
|
$25.6 Million
9.11% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
234,535
shares
|
$25.3 Million
10.96% of portfolio
|
Q4 2024
Reduced 6.41%
|