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 1,183 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
99,539
shares
|
$10.8 Million
6.18% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
97,639
shares
|
$10.6 Million
4.95% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Napier Park Global Capital (Us) LP
New York, NY |
Aug 12, 2022 Q2 2022 |
97,150
shares
|
$10.5 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
97,107
shares
|
$10.5 Million
0.71% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
96,850
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 32.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
95,966
shares
|
$10.4 Million
0.16% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
95,196
shares
|
$10.3 Million
2.69% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
95,173
shares
|
$10.3 Million
4.01% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
94,860
shares
|
$10.3 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
94,480
shares
|
$10.2 Million
4.43% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
94,359
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
94,218
shares
|
$10.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
93,643
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
93,467
shares
|
$10.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 23.04%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
92,118
shares
|
$9.99 Million
3.09% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
92,009
shares
|
$9.98 Million
0.08% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,306
shares
|
$9.79 Million
1.85% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
89,370
shares
|
$9.69 Million
4.34% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
88,969
shares
|
$9.65 Million
4.57% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
88,029
shares
|
$9.54 Million
2.09% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
87,930
shares
|
$9.53 Million
8.13% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.46 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
86,500
shares
|
$9.38 Million
0.23% of portfolio
|
Q3 2024
Reduced 71.45%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
85,462
shares
|
$9.27 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
Nov 13, 2023 Q3 2023 |
85,104
shares
|
$9.23 Million
100.0% of portfolio
|
Q3 2023
Reduced 1.66%
|