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 |
|---|---|---|---|---|---|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
117,153
shares
|
$12.7 Million
6.8% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
117,056
shares
|
$12.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
116,794
shares
|
$12.7 Million
0.06% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
112,895
shares
|
$12.2 Million
1.67% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
112,540
shares
|
$12.2 Million
2.04% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
111,949
shares
|
$12.1 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
111,383
shares
|
$12.1 Million
13.04% of portfolio
|
Q4 2024
Added 46.17%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
111,093
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Reduced 90.58%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
110,627
shares
|
$12 Million
0.29% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
110,282
shares
|
$11.9 Million
0.06% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
108,472
shares
|
$11.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.83%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
108,262
shares
|
$11.7 Million
5.67% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
106,612
shares
|
$11.5 Million
5.89% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
104,900
shares
|
$11.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
104,343
shares
|
$11.3 Million
4.97% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
103,893
shares
|
$11.3 Million
0.63% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
103,820
shares
|
$11.2 Million
0.14% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
103,223
shares
|
$11.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
103,054
shares
|
$11.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 18.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
101,157
shares
|
$11 Million
0.16% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
100,000
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$10.8 Million
0.33% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$10.8 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
98,606
shares
|
$10.7 Million
0.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
97,481
shares
|
$10.6 Million
3.35% of portfolio
|
Q4 2024
Added 714.38%
|