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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
245,499
shares
|
$26.6 Million
0.88% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
244,986
shares
|
$26.5 Million
1.75% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
243,443
shares
|
$26.4 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
236,507
shares
|
$25.6 Million
0.27% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
229,532
shares
|
$24.9 Million
8.75% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
228,908
shares
|
$24.8 Million
0.03% of portfolio
|
Q4 2024
Added 501.72%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
225,032
shares
|
$24.4 Million
12.86% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
224,359
shares
|
$24.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
221,608
shares
|
$24 Million
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
217,697
shares
|
$23.6 Million
0.87% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
217,654
shares
|
$23.6 Million
10.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
215,283
shares
|
$23.3 Million
9.53% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
214,700
shares
|
$23.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
214,310
shares
|
$23.2 Million
10.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
211,191
shares
|
$22.9 Million
0.48% of portfolio
|
Q4 2024
Added 85.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
206,272
shares
|
$22.3 Million
1.69% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
203,070
shares
|
$22 Million
0.12% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
202,846
shares
|
$22 Million
7.86% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
201,173
shares
|
$21.8 Million
0.07% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
198,493
shares
|
$21.5 Million
2.78% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
194,390
shares
|
$21.1 Million
0.03% of portfolio
|
Q2 2023
Reduced 5.49%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
193,776
shares
|
$21 Million
11.96% of portfolio
|
Q4 2024
Added 33367.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
190,136
shares
|
$20.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
190,000
shares
|
$20.6 Million
0.57% of portfolio
|
Q4 2024
Added 41.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
187,688
shares
|
$20.3 Million
0.2% of portfolio
|
Q4 2024
Added 5.45%
|