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 |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
97,478
shares
|
$10.6 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
|
$10.5 Million
30.57% of portfolio
|
Q2 2022
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
96,518
shares
|
$10.5 Million
0.57% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
95,196
shares
|
$10.3 Million
2.63% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
95,173
shares
|
$10.3 Million
6.01% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
94,864
shares
|
$10.3 Million
2.15% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
93,930
shares
|
$10.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
93,792
shares
|
$10.2 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
93,568
shares
|
$10.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 34.65%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
93,419
shares
|
$10.1 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
91,552
shares
|
$9.92 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
91,169
shares
|
$9.88 Million
2.96% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
90,475
shares
|
$9.8 Million
0.03% of portfolio
|
Q4 2024
Added 22.52%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
89,856
shares
|
$9.73 Million
2.98% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
88,852
shares
|
$9.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.82%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
88,129
shares
|
$9.55 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
|
$9.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,205
shares
|
$9.45 Million
6.75% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
87,013
shares
|
$9.43 Million
1.87% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
Nov 13, 2023 Q3 2023 |
85,104
shares
|
$9.22 Million
100.0% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
82,874
shares
|
$8.98 Million
0.35% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
80,163
shares
|
$8.68 Million
1.97% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
80,000
shares
|
$8.67 Million
0.5% of portfolio
|
Q4 2024
Added 4110.53%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
79,827
shares
|
$8.65 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
National Mutual Funds Management LTD
Sydney, C3 |
Feb 14, 2025 Q4 2024 |
79,473
shares
|
$8.61 Million
100.0% of portfolio
|
Q3 2024
Reduced 59.49%
|