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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
275,550
shares
|
$29.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
263,337
shares
|
$28.6 Million
3.97% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
259,021
shares
|
$28.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
257,311
shares
|
$27.9 Million
1.52% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
252,374
shares
|
$27.4 Million
3.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
252,333
shares
|
$27.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
250,860
shares
|
$27.2 Million
0.05% of portfolio
|
Q3 2024
Added 632.52%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
250,000
shares
|
$27.1 Million
1.75% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
249,543
shares
|
$27.1 Million
0.86% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
245,499
shares
|
$26.6 Million
0.88% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
235,086
shares
|
$25.5 Million
2.49% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
232,743
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
230,914
shares
|
$25 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
224,350
shares
|
$24.3 Million
0.14% of portfolio
|
Q3 2024
Added 9098.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
222,881
shares
|
$24.2 Million
1.88% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
220,000
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
219,406
shares
|
$23.8 Million
13.14% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
218,345
shares
|
$23.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
217,697
shares
|
$23.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
214,310
shares
|
$23.2 Million
10.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
214,268
shares
|
$23.2 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
213,158
shares
|
$23.1 Million
8.81% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
211,577
shares
|
$22.9 Million
2.88% of portfolio
|
Q3 2024
Added 897.58%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
210,935
shares
|
$22.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 58.59%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
206,938
shares
|
$22.4 Million
10.22% of portfolio
|
Q3 2024
Added 7.36%
|