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 1,171 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
193,016
shares
|
$20.6 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
190,649
shares
|
$20.4 Million
1.45% of portfolio
|
Q1 2024
Added 1.7%
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 13, 2024 Q1 2024 |
184,031
shares
|
$19.7 Million
0.27% of portfolio
|
Q1 2024
Added 9.14%
|
|
Fort Washington Investment Advisors Inc
|
May 13, 2024 Q1 2024 |
183,773
shares
|
$19.6 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
182,031
shares
|
$19.5 Million
9.33% of portfolio
|
Q4 2023
Added 5.75%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
181,000
shares
|
$19.3 Million
8.49% of portfolio
|
Q1 2024
Added 9.73%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
177,218
shares
|
$18.9 Million
0.17% of portfolio
|
Q1 2024
Added 23.07%
|
|
Alley Investment Management Company, LLC
|
May 10, 2024 Q1 2024 |
175,371
shares
|
$18.7 Million
2.63% of portfolio
|
Q1 2024
Added 2.56%
|
|
National Mutual Funds Management LTD
Sydney, C3 |
Apr 30, 2024 Q1 2024 |
173,760
shares
|
$18.6 Million
100.0% of portfolio
|
Q1 2024
Added 79.92%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
171,386
shares
|
$18.3 Million
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
169,896
shares
|
$18.2 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
165,669
shares
|
$17.7 Million
1.89% of portfolio
|
Q1 2024
Added 1.33%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
164,695
shares
|
$17.6 Million
2.03% of portfolio
|
Q2 2023
Added 7.54%
|
|
Zacks Investment Management
Chicago, IL |
May 15, 2024 Q1 2024 |
164,147
shares
|
$17.5 Million
0.19% of portfolio
|
Q1 2024
Added 76.88%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
162,838
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 62.44%
|
|
Mechanics Bank Trust Department
|
Apr 12, 2024 Q1 2024 |
161,132
shares
|
$17.2 Million
2.59% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
5th Street Advisors, LLC
|
May 01, 2024 Q1 2024 |
159,999
shares
|
$17.1 Million
9.86% of portfolio
|
Q1 2024
Added 4.57%
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
151,193
shares
|
$16.2 Million
35.13% of portfolio
|
Q1 2023
New holding
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 13, 2024 Q1 2024 |
150,825
shares
|
$16.1 Million
0.06% of portfolio
|
Q1 2024
Added 358.78%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
150,161
shares
|
$16.1 Million
0.14% of portfolio
|
Q1 2024
Reduced 58.16%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
150,135
shares
|
$16 Million
6.3% of portfolio
|
Q1 2024
Added 2.43%
|
|
Canal Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
149,949
shares
|
$16 Million
2.8% of portfolio
|
Q1 2024
Added 464.21%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
148,326
shares
|
$15.9 Million
0.43% of portfolio
|
Q1 2024
Added 4.52%
|
|
Barings LLC
|
May 08, 2024 Q1 2024 |
147,446
shares
|
$15.8 Million
0.43% of portfolio
|
Q1 2024
Reduced 80.22%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
147,068
shares
|
$15.7 Million
0.15% of portfolio
|
Q3 2022
Added 1167.83%
|