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 1,230 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 $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
742,099
shares
|
$80.4 Million
1.24% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
703,645
shares
|
$76.2 Million
0.13% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
682,866
shares
|
$74 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
681,322
shares
|
$73.8 Million
0.16% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
639,442
shares
|
$69.3 Million
0.04% of portfolio
|
Q4 2024
Added 36.05%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
611,200
shares
|
$66.2 Million
1.15% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
596,325
shares
|
$64.6 Million
5.86% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
581,525
shares
|
$63 Million
0.04% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
570,000
shares
|
$61.7 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
554,397
shares
|
$60.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
550,000
shares
|
$59.6 Million
0.15% of portfolio
|
Q4 2024
Added 266.67%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
510,991
shares
|
$55.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 32.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
509,224
shares
|
$55.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
475,795
shares
|
$51.5 Million
0.03% of portfolio
|
Q4 2024
Added 41.32%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
468,623
shares
|
$50.8 Million
0.05% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
457,456
shares
|
$49.6 Million
0.18% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
444,796
shares
|
$48.2 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
438,287
shares
|
$47.5 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
432,388
shares
|
$46.8 Million
2.91% of portfolio
|
Q4 2024
Reduced 40.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
423,901
shares
|
$45.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
400,506
shares
|
$43.4 Million
8.83% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
397,597
shares
|
$43.1 Million
6.69% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Bank Of Korea
Seoul, M5 |
Nov 04, 2024 Q3 2024 |
396,053
shares
|
$42.9 Million
100.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
391,807
shares
|
$42.4 Million
0.24% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
386,000
shares
|
$41.8 Million
49.53% of portfolio
|
Q4 2024
Added 17.22%
|