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 |
|---|---|---|---|---|---|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
112,540
shares
|
$12.3 Million
2.04% of portfolio
|
Q1 2024
New holding
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
110,627
shares
|
$12.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
110,282
shares
|
$12 Million
0.06% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
110,215
shares
|
$12 Million
2.91% of portfolio
|
Q1 2025
Added 128.87%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
109,242
shares
|
$11.9 Million
4.51% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
108,241
shares
|
$11.8 Million
0.19% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
107,842
shares
|
$11.8 Million
5.65% of portfolio
|
Q1 2025
Reduced 50.45%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
106,848
shares
|
$11.7 Million
0.63% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
104,640
shares
|
$11.4 Million
0.09% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
104,374
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
102,910
shares
|
$11.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
100,505
shares
|
$11 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
100,000
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
100,000
shares
|
$10.9 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
99,988
shares
|
$10.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
98,630
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
98,141
shares
|
$10.7 Million
3.14% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
97,637
shares
|
$10.7 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
97,539
shares
|
$10.6 Million
2.92% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Napier Park Global Capital (Us) LP
New York, NY |
Aug 12, 2022 Q2 2022 |
97,150
shares
|
$10.6 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
97,028
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2025
Added 65.11%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
96,690
shares
|
$10.6 Million
2.11% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
95,335
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Added 359.78%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
95,196
shares
|
$10.4 Million
2.59% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
93,625
shares
|
$10.2 Million
0.06% of portfolio
|
Q1 2025
Added 19.93%
|