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 |
|---|---|---|---|---|---|
|
Passaic Partners LLC
|
May 15, 2025 Q1 2025 |
134,275
shares
|
$14.5 Million
2.22% of portfolio
|
Q1 2025
Reduced 56.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
133,193
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 66.01%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
133,157
shares
|
$14.4 Million
7.45% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
132,772
shares
|
$14.3 Million
4.89% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
131,334
shares
|
$14.2 Million
6.92% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
130,026
shares
|
$14 Million
2.63% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
129,604
shares
|
$14 Million
4.59% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
129,406
shares
|
$13.9 Million
4.43% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
128,812
shares
|
$13.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
127,948
shares
|
$13.8 Million
0.22% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
127,800
shares
|
$13.8 Million
1.12% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Cno Financial Group, Inc.
|
May 14, 2025 Q1 2025 |
125,000
shares
|
$13.5 Million
11.36% of portfolio
|
Q1 2025
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
124,844
shares
|
$13.5 Million
5.61% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
124,465
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
123,216
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2023
Added 1143.43%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
122,548
shares
|
$13.2 Million
7.15% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
122,353
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
121,581
shares
|
$13.1 Million
2.23% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
121,080
shares
|
$13 Million
0.05% of portfolio
|
Q1 2025
Added 58.84%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
119,412
shares
|
$12.9 Million
0.14% of portfolio
|
Q1 2025
Added 92.05%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
118,309
shares
|
$12.8 Million
6.84% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
118,135
shares
|
$12.7 Million
6.31% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
117,977
shares
|
$12.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
117,752
shares
|
$12.7 Million
4.85% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
117,513
shares
|
$12.7 Million
0.05% of portfolio
|
Q1 2025
Added 0.62%
|