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 |
---|---|---|---|---|---|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
146,734
shares
|
$15.7 Million
1.62% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
144,411
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 68.59%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
143,554
shares
|
$15.3 Million
1.63% of portfolio
|
Q1 2024
Added 16.14%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 11, 2024 Q1 2024 |
142,400
shares
|
$15.2 Million
1.25% of portfolio
|
Q1 2024
Added 179.22%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
142,336
shares
|
$15.2 Million
0.22% of portfolio
|
Q1 2024
Added 11.93%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$14.7 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
136,170
shares
|
$14.6 Million
1.66% of portfolio
|
Q1 2024
Added 11.9%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
136,153
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
135,447
shares
|
$14.5 Million
0.07% of portfolio
|
Q1 2024
Added 45.22%
|
|
Fulton Breakefield Broenniman LLC
|
Apr 29, 2024 Q1 2024 |
135,318
shares
|
$14.5 Million
1.16% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
Td Asset Management Inc
|
May 08, 2024 Q1 2024 |
134,836
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
134,764
shares
|
$14.4 Million
0.57% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
134,186
shares
|
$14.3 Million
0.17% of portfolio
|
Q1 2024
Added 10.23%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
133,750
shares
|
$14.3 Million
0.06% of portfolio
|
Q1 2024
Added 23.87%
|
|
Vision Capital Management, Inc.
Portland, OR |
May 09, 2024 Q1 2024 |
133,229
shares
|
$14.2 Million
2.21% of portfolio
|
Q1 2024
Added 2.95%
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 02, 2024 Q1 2024 |
132,333
shares
|
$14.1 Million
4.58% of portfolio
|
Q1 2024
Added 3.56%
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
131,672
shares
|
$14.1 Million
0.55% of portfolio
|
Q1 2024
Added 212.59%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 02, 2024 Q1 2024 |
129,211
shares
|
$13.8 Million
8.93% of portfolio
|
Q1 2024
Added 1.23%
|
|
American International Group, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
126,800
shares
|
$13.6 Million
0.05% of portfolio
|
Q2 2020
Added 30.45%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
126,353
shares
|
$13.5 Million
0.09% of portfolio
|
Q1 2024
Added 24.02%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
126,179
shares
|
$13.5 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
126,121
shares
|
$13.5 Million
0.71% of portfolio
|
Q1 2024
Added 66.0%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
125,000
shares
|
$13.4 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
124,136
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 39.26%
|
|
Passaic Partners LLC
|
May 13, 2024 Q1 2024 |
121,847
shares
|
$13 Million
1.91% of portfolio
|
Q1 2024
New holding
|