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 1,194 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
147,818
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
147,196
shares
|
$15.8 Million
2.35% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
147,068
shares
|
$15.8 Million
0.15% of portfolio
|
Q3 2022
Added 1167.83%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
143,183
shares
|
$15.4 Million
1.39% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
143,123
shares
|
$15.4 Million
6.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
140,667
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
140,028
shares
|
$15.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.05%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
140,000
shares
|
$15.1 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
139,406
shares
|
$15 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
137,722
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2024
Added 21.27%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
137,016
shares
|
$14.7 Million
7.61% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
136,067
shares
|
$14.6 Million
1.55% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
134,000
shares
|
$14.4 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
133,000
shares
|
$14.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
132,793
shares
|
$14.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
132,211
shares
|
$14.2 Million
8.15% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
131,436
shares
|
$14.1 Million
2.24% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
129,702
shares
|
$14 Million
4.81% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
129,683
shares
|
$14 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
129,643
shares
|
$13.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
129,620
shares
|
$13.9 Million
2.63% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
127,956
shares
|
$13.8 Million
2.91% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
127,700
shares
|
$13.7 Million
0.33% of portfolio
|
Q3 2024
Added 1959.68%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
126,614
shares
|
$13.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
126,215
shares
|
$13.6 Million
4.34% of portfolio
|
Q4 2024
New holding
|