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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
399,781
shares
|
$43.3 Million
7.04% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
399,213
shares
|
$43.3 Million
0.02% of portfolio
|
Q3 2024
Added 285.97%
|
|
|
Bank Of Korea
Seoul, M5 |
Nov 04, 2024 Q3 2024 |
396,053
shares
|
$42.9 Million
100.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
391,439
shares
|
$42.4 Million
5.71% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
383,225
shares
|
$41.5 Million
9.26% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
360,287
shares
|
$39.1 Million
0.29% of portfolio
|
Q3 2024
Added 339.42%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
338,969
shares
|
$36.7 Million
3.9% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
337,232
shares
|
$36.6 Million
17.28% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
336,673
shares
|
$36.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
329,290
shares
|
$35.7 Million
46.52% of portfolio
|
Q3 2024
Reduced 44.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
328,223
shares
|
$35.6 Million
0.34% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
326,459
shares
|
$35.4 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
322,278
shares
|
$34.9 Million
1.48% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
317,065
shares
|
$34.4 Million
1.11% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
315,612
shares
|
$34.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
313,249
shares
|
$34 Million
1.03% of portfolio
|
Q3 2024
Added 115.67%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
312,768
shares
|
$33.9 Million
0.13% of portfolio
|
Q3 2024
Added 8602.5%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
307,755
shares
|
$33.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
306,450
shares
|
$33.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
305,300
shares
|
$33.1 Million
2.39% of portfolio
|
Q3 2023
Added 0.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
300,611
shares
|
$32.6 Million
1.32% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
297,136
shares
|
$32.2 Million
2.56% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
289,541
shares
|
$31.4 Million
0.37% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
282,604
shares
|
$30.6 Million
0.53% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
276,794
shares
|
$30 Million
0.49% of portfolio
|
Q2 2023
Added 9.32%
|