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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
391,902
shares
|
$43.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
390,168
shares
|
$43.7 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
385,977
shares
|
$43.2 Million
0.3% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
350,825
shares
|
$39.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 74.96%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
347,983
shares
|
$39 Million
6.65% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
339,758
shares
|
$38.1 Million
0.05% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
334,200
shares
|
$37.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 56.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
328,023
shares
|
$36.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
318,275
shares
|
$35.6 Million
0.4% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
318,221
shares
|
$35.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
315,901
shares
|
$35.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
305,300
shares
|
$34.2 Million
2.39% of portfolio
|
Q3 2023
Added 0.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
304,833
shares
|
$34.1 Million
1.69% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
304,782
shares
|
$34.1 Million
0.02% of portfolio
|
Q2 2025
Added 553.31%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
290,853
shares
|
$32.6 Million
0.23% of portfolio
|
Q2 2025
Added 94.53%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
290,638
shares
|
$32.6 Million
0.72% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
280,135
shares
|
$31.4 Million
0.28% of portfolio
|
Q2 2025
Added 1109.46%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
276,794
shares
|
$31 Million
0.49% of portfolio
|
Q2 2023
Added 9.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
276,008
shares
|
$30.9 Million
1.55% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
258,320
shares
|
$28.9 Million
3.37% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
250,347
shares
|
$28 Million
17.54% of portfolio
|
Q4 2024
New holding
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
249,317
shares
|
$27.9 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
245,499
shares
|
$27.5 Million
0.88% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
243,851
shares
|
$27.3 Million
10.43% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
242,784
shares
|
$27.2 Million
8.72% of portfolio
|
Q2 2025
Added 2.17%
|