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 1,189 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
100,000
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
97,481
shares
|
$10.5 Million
3.35% of portfolio
|
Q4 2024
Added 714.38%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
97,478
shares
|
$10.5 Million
4.46% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Napier Park Global Capital (Us) LP
New York, NY |
Aug 12, 2022 Q2 2022 |
97,150
shares
|
$10.4 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
97,107
shares
|
$10.4 Million
0.71% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
96,850
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 32.93%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
95,196
shares
|
$10.2 Million
2.63% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
95,173
shares
|
$10.2 Million
4.01% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
94,864
shares
|
$10.2 Million
2.15% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
94,860
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
94,359
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
94,218
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
93,792
shares
|
$10.1 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
93,643
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
92,009
shares
|
$9.89 Million
0.08% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
91,552
shares
|
$9.84 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
91,169
shares
|
$9.8 Million
2.96% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,306
shares
|
$9.71 Million
1.85% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
89,856
shares
|
$9.66 Million
2.98% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
88,852
shares
|
$9.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.82%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
88,129
shares
|
$9.48 Million
4.53% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
87,700
shares
|
$9.43 Million
0.65% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.38 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
86,500
shares
|
$9.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 71.45%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
85,462
shares
|
$9.19 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.05%
|