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 |
|---|---|---|---|---|---|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
95,196
shares
|
$10.3 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
94,860
shares
|
$10.2 Million
2.19% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
93,625
shares
|
$10.1 Million
0.06% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
92,533
shares
|
$9.97 Million
4.7% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
91,622
shares
|
$9.87 Million
3.13% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
89,346
shares
|
$9.63 Million
0.04% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
May 14, 2025 Q1 2025 |
87,700
shares
|
$9.45 Million
9.27% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
87,700
shares
|
$9.45 Million
0.62% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
87,315
shares
|
$9.41 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.4 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
86,645
shares
|
$9.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
85,577
shares
|
$9.22 Million
1.34% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
85,452
shares
|
$9.21 Million
0.51% of portfolio
|
Q1 2025
Added 528.6%
|
|
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
Nov 13, 2023 Q3 2023 |
85,104
shares
|
$9.17 Million
100.0% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
84,420
shares
|
$9.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.9%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
83,307
shares
|
$8.98 Million
0.35% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
79,432
shares
|
$8.56 Million
3.34% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
78,690
shares
|
$8.48 Million
0.73% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
78,506
shares
|
$8.46 Million
0.13% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
77,002
shares
|
$8.3 Million
2.69% of portfolio
|
Q1 2025
Added 257.6%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
76,814
shares
|
$8.28 Million
1.01% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
75,174
shares
|
$8.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
74,831
shares
|
$8.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 37.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
74,792
shares
|
$8.06 Million
0.42% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
73,062
shares
|
$7.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.43%
|