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 |
|---|---|---|---|---|---|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
169,110
shares
|
$18.2 Million
17.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
167,921
shares
|
$18.1 Million
3.12% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
166,965
shares
|
$18 Million
0.54% of portfolio
|
Q4 2024
Added 122.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
166,005
shares
|
$17.9 Million
0.05% of portfolio
|
Q1 2025
Added 35.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
164,695
shares
|
$17.7 Million
2.03% of portfolio
|
Q2 2023
Added 7.54%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
163,182
shares
|
$17.6 Million
0.04% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
160,803
shares
|
$17.3 Million
1.32% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
159,729
shares
|
$17.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
157,950
shares
|
$17 Million
2.51% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
157,356
shares
|
$17 Million
1.63% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
154,275
shares
|
$16.6 Million
2.33% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
153,595
shares
|
$16.6 Million
0.16% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
153,570
shares
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Added 100.46%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
151,193
shares
|
$16.3 Million
35.13% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
151,120
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
149,513
shares
|
$16.1 Million
0.12% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
149,048
shares
|
$16.1 Million
6.57% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
147,068
shares
|
$15.8 Million
0.15% of portfolio
|
Q3 2022
Added 1167.83%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
145,595
shares
|
$15.7 Million
4.49% of portfolio
|
Q1 2025
Added 62.03%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
145,178
shares
|
$15.6 Million
2.62% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
144,902
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
141,699
shares
|
$15.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 50.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
140,492
shares
|
$15.1 Million
0.12% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
140,061
shares
|
$15.1 Million
1.62% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|