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 1,233 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
141,283
shares
|
$15.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
141,206
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
138,647
shares
|
$15 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
137,908
shares
|
$15 Million
2.73% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$14.9 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
137,122
shares
|
$14.9 Million
2.33% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
137,016
shares
|
$14.9 Million
7.61% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
136,968
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 26.07%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
136,067
shares
|
$14.8 Million
1.55% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
135,552
shares
|
$14.7 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
135,466
shares
|
$14.7 Million
0.03% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
133,792
shares
|
$14.5 Million
0.02% of portfolio
|
Q4 2024
Added 167.86%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
132,211
shares
|
$14.3 Million
7.81% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
132,075
shares
|
$14.3 Million
2.49% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
130,810
shares
|
$14.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
129,725
shares
|
$14.1 Million
5.32% of portfolio
|
Q4 2024
Added 45.15%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
129,643
shares
|
$14.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
128,979
shares
|
$14 Million
4.53% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
126,850
shares
|
$13.8 Million
0.17% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
126,215
shares
|
$13.7 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
125,134
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Added 96.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
122,656
shares
|
$13.3 Million
0.04% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
120,963
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 550.32%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
120,350
shares
|
$13.1 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
118,397
shares
|
$12.8 Million
0.19% of portfolio
|
Q4 2024
Added 3.18%
|