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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
357,884
shares
|
$38.8 Million
0.39% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
350,825
shares
|
$38 Million
0.08% of portfolio
|
Q4 2024
Reduced 74.96%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
343,149
shares
|
$37.2 Million
16.99% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
337,032
shares
|
$36.5 Million
0.31% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
335,330
shares
|
$36.3 Million
0.05% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
330,047
shares
|
$35.8 Million
1.36% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
328,020
shares
|
$35.5 Million
1.41% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
316,270
shares
|
$34.3 Million
0.05% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Passaic Partners LLC
|
Feb 10, 2025 Q4 2024 |
310,226
shares
|
$33.6 Million
4.81% of portfolio
|
Q4 2024
Added 136.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
306,697
shares
|
$33.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
305,300
shares
|
$33.1 Million
2.39% of portfolio
|
Q3 2023
Added 0.6%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
288,099
shares
|
$31.2 Million
0.04% of portfolio
|
Q4 2024
Added 170.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
287,811
shares
|
$31.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
284,419
shares
|
$30.8 Million
0.53% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
281,995
shares
|
$30.5 Million
1.92% of portfolio
|
Q4 2024
Added 26.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
276,794
shares
|
$30 Million
0.49% of portfolio
|
Q2 2023
Added 9.32%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
276,465
shares
|
$29.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
263,381
shares
|
$28.5 Million
3.8% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
262,701
shares
|
$28.5 Million
0.01% of portfolio
|
Q4 2024
Added 306.12%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
255,019
shares
|
$27.6 Million
0.81% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
252,374
shares
|
$27.3 Million
2.89% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
250,347
shares
|
$27.1 Million
17.54% of portfolio
|
Q4 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$27.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
249,592
shares
|
$27 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
249,317
shares
|
$27 Million
1.21% of portfolio
|
Q4 2024
New holding
|