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 1,213 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
787,400
shares
|
$85.9 Million
1.31% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
772,600
shares
|
$84.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
747,022
shares
|
$81.5 Million
1.5% of portfolio
|
Q1 2025
Reduced 56.54%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
737,309
shares
|
$80.5 Million
0.22% of portfolio
|
Q1 2025
Added 563.69%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
677,484
shares
|
$73.9 Million
0.06% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
661,200
shares
|
$72.2 Million
1.24% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
660,323
shares
|
$72.1 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
658,274
shares
|
$71.8 Million
6.17% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
611,786
shares
|
$66.8 Million
0.04% of portfolio
|
Q1 2025
Added 28.58%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
583,692
shares
|
$63.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 42.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
581,525
shares
|
$63.5 Million
0.04% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
510,991
shares
|
$55.8 Million
0.26% of portfolio
|
Q4 2024
Reduced 32.85%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
481,300
shares
|
$52.5 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
470,449
shares
|
$51.3 Million
0.05% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
439,849
shares
|
$48 Million
0.24% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
437,560
shares
|
$47.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
434,506
shares
|
$47.4 Million
0.11% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
423,901
shares
|
$46.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
421,576
shares
|
$46 Million
1.52% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
400,000
shares
|
$43.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Bank Of Korea
Seoul, M5 |
Nov 04, 2024 Q3 2024 |
396,053
shares
|
$43.2 Million
100.0% of portfolio
|
Q4 2022
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
386,068
shares
|
$42.1 Million
0.02% of portfolio
|
Q1 2025
Added 46.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
375,799
shares
|
$41 Million
0.17% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
365,984
shares
|
$39.9 Million
0.06% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
350,825
shares
|
$38.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 74.96%
|