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 1,186 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
123,599
shares
|
$13.2 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
122,601
shares
|
$13.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
121,504
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.97%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
119,000
shares
|
$12.7 Million
0.92% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
117,205
shares
|
$12.5 Million
0.81% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
116,502
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
115,584
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
115,390
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
114,868
shares
|
$12.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
114,746
shares
|
$12.3 Million
0.2% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
113,964
shares
|
$12.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
112,717
shares
|
$12.1 Million
6.76% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
112,540
shares
|
$12 Million
2.04% of portfolio
|
Q1 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
110,750
shares
|
$11.9 Million
1.99% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
110,627
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
110,282
shares
|
$11.8 Million
0.06% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
108,642
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Added 57.5%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
108,280
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
107,316
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
106,611
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
106,567
shares
|
$11.4 Million
2.42% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
100,497
shares
|
$10.8 Million
5.63% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Bain Capital Credit, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
100,294
shares
|
$10.7 Million
2.33% of portfolio
|
Q1 2024
Reduced 23.13%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
100,000
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
99,539
shares
|
$10.7 Million
6.18% of portfolio
|
Q3 2024
Added 7.5%
|