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 1,238 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
145,178
shares
|
$16.3 Million
2.62% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
144,902
shares
|
$16.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
141,620
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
140,599
shares
|
$15.7 Million
6.24% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
140,492
shares
|
$15.7 Million
0.12% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
138,636
shares
|
$15.5 Million
2.72% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
138,061
shares
|
$15.5 Million
2.21% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$15.4 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
137,280
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
136,351
shares
|
$15.3 Million
0.21% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
133,464
shares
|
$14.9 Million
4.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
132,510
shares
|
$14.8 Million
1.18% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
131,032
shares
|
$14.7 Million
5.75% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
129,575
shares
|
$14.5 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
129,118
shares
|
$14.5 Million
4.16% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
128,767
shares
|
$14.4 Million
0.12% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
128,619
shares
|
$14.4 Million
1.38% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
127,697
shares
|
$14.3 Million
12.94% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
127,303
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Added 111.18%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
125,355
shares
|
$14 Million
4.96% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cno Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
125,000
shares
|
$14 Million
8.47% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
123,939
shares
|
$13.9 Million
6.67% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
123,631
shares
|
$13.8 Million
0.17% of portfolio
|
Q2 2025
Added 344.38%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
123,200
shares
|
$13.8 Million
3.12% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
120,562
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2025
Added 65.01%
|