LQD Institutional Ownership
iShares iBoxx $ Investment Grade Corporate Bond ETF
1W: +1.1%
1M: +1.2%
3M: -2.2%
YTD: -4.9%
1Y: -6.5%
3Y: +16.9%
5Y: -7.7%
$104.30
+0.28 (+0.27%)
After Hours: $104.29 (-0.01, -0.01%)
Weekly Expected Move ±0.9%
$102
$103
$104
$105
$106
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LQD
1,223
Institutional Holders
-24 vs prior quarter
0.0%
Ownership
+0.00pp
33B
Total Invested
112
New Positions
435
Increased
463
Reduced
81
Closed
1.73
Put/Call Ratio
Ownership Trends
Top Institutional Holders (525 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 12,435,413 | 1.3B | +1,700,576 | +15.8% | 2Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC NEW | 8,003,542 | 835M | +8,003,542 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 7,493,872 | 782M | +7,493,872 | — | 1Q | SEC ↗ |
| 4 | ONTARIO TEACHERS PENSION PLAN BOARD NEW | 6,350,000 | 662M | +6,350,000 | — | 1Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 6,101,242 | 636M | +6,101,242 | — | 1Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN NEW | 5,247,824 | 547M | +5,247,824 | — | 1Q | SEC ↗ |
| 7 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 3,072,400 | 320M | +3,072,400 | — | 1Q | SEC ↗ |
| 8 | Members Trust Co | 1,552,970 | 162M | +1,551,504 | +105832.5% | 2Q | SEC ↗ |
| 9 | North Dakota State Investment Board | 1,447,198 | 151M | +279,334 | +23.9% | 2Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 1,110,491 | 116M | +197,445 | +21.6% | 3Q | SEC ↗ |
| 11 | Man Group plc NEW | 979,525 | 102M | +979,525 | — | 1Q | SEC ↗ |
| 12 | Valmark Advisers, Inc. | 920,761 | 96M | +29,379 | +3.3% | 2Q | SEC ↗ |
| 13 | PRINCIPAL FINANCIAL GROUP INC NEW | 905,000 | 94M | +905,000 | — | 1Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 735,113 | 77M | +735,113 | — | 1Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC NEW | 644,200 | 67M | +644,200 | — | 1Q | SEC ↗ |
| 16 | RITHOLTZ WEALTH MANAGEMENT | 375,824 | 39M | +19,443 | +5.5% | 2Q | SEC ↗ |
| 17 | Sigma Planning Corp NEW | 354,906 | 37M | +354,906 | — | 1Q | SEC ↗ |
| 18 | Gallagher Fiduciary Advisors, LLC NEW | 338,060 | 35M | +338,060 | — | 1Q | SEC ↗ |
| 19 | Atria Investments, Inc NEW | 335,754 | 35M | +335,754 | — | 1Q | SEC ↗ |
| 20 | Towercrest Capital Management | 327,308 | 34M | +36,040 | +12.4% | 2Q | SEC ↗ |
| 21 | Kingsview Wealth Management, LLC NEW | 327,250 | 34M | +327,250 | — | 1Q | SEC ↗ |
| 22 | Cheviot Value Management, LLC NEW | 323,920 | 34M | +323,920 | — | 1Q | SEC ↗ |
| 23 | Envestnet Portfolio Solutions, Inc. NEW | 309,351 | 32M | +309,351 | — | 1Q | SEC ↗ |
| 24 | PARK AVENUE SECURITIES LLC NEW | 305,863 | 32M | +305,863 | — | 1Q | SEC ↗ |
| 25 | MARSHALL WACE, LLP NEW | 301,296 | 31M | +301,296 | — | 1Q | SEC ↗ |
| 26 | TORONTO DOMINION BANK NEW | 300,000 | 31M | +300,000 | — | 1Q | SEC ↗ |
| 27 | Planning Project LLC NEW | 299,341 | 31M | +299,341 | — | 1Q | SEC ↗ |
| 28 | Baird Financial Group, Inc. NEW | 288,283 | 30M | +288,283 | — | 1Q | SEC ↗ |
| 29 | Capital Investment Advisors, LLC | 282,015 | 29M | +8,274 | +3.0% | 2Q | SEC ↗ |
| 30 | Joule Financial, LLC | 272,760 | 28M | +5,556 | +2.1% | 2Q | SEC ↗ |
| 31 | NYL Investors LLC NEW | 268,834 | 28M | +268,834 | — | 1Q | SEC ↗ |
| 32 | Constellation Investments, Inc. | 249,317 | 26M | — | +0.0% | 2Q | SEC ↗ |
| 33 | Summit Financial Consulting LLC NEW | 245,577 | 26M | +245,577 | — | 1Q | SEC ↗ |
| 34 | TD PRIVATE CLIENT WEALTH LLC | 238,349 | 25M | +24,286 | +11.3% | 2Q | SEC ↗ |
| 35 | Daiichi Life Insurance Co., Ltd. NEW | 224,000 | 23M | +224,000 | — | 1Q | SEC ↗ |
| 36 | AAFMAA Wealth Management & Trust LLC NEW | 218,278 | 23M | +218,278 | — | 1Q | SEC ↗ |
| 37 | Invst, LLC NEW | 217,669 | 23M | +217,669 | — | 1Q | SEC ↗ |
| 38 | Alliance Wealth Management Group | 214,856 | 22M | +28,610 | +15.4% | 2Q | SEC ↗ |
| 39 | Strategic Wealth Partners, Ltd. NEW | 206,245 | 22M | +206,245 | — | 1Q | SEC ↗ |
| 40 | LTS Liquid Investments LLC NEW | 205,100 | 21M | +205,100 | — | 1Q | SEC ↗ |
| 41 | HSBC HOLDINGS PLC | 199,672 | 21M | +176,492 | +761.4% | 27Q | SEC ↗ |
| 42 | USA FINANCIAL FORMULAS NEW | 194,203 | 20M | +194,203 | — | 1Q | SEC ↗ |
| 43 | Hilltop Holdings Inc. NEW | 190,075 | 20M | +190,075 | — | 1Q | SEC ↗ |
| 44 | Merit Financial Group, LLC | 181,185 | 19M | +14,224 | +8.5% | 2Q | SEC ↗ |
| 45 | Mariner, LLC | 168,227 | 18M | -142,567 | -45.9% | 2Q | SEC ↗ |
| 46 | Cordoba Advisory Partners LLC | 167,826 | 18M | +2,144 | +1.3% | 2Q | SEC ↗ |
| 47 | HMS Capital Management, LLC NEW | 162,970 | 17M | +162,970 | — | 1Q | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. NEW | 160,754 | 17M | +160,754 | — | 1Q | SEC ↗ |
| 49 | Strong Tower Advisory Services | 155,252 | 16M | -126,412 | -44.9% | 2Q | SEC ↗ |
| 50 | OPPENHEIMER & CO INC NEW | 148,442 | 15M | +148,442 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 8,003,542 | 835M |
| GOLDMAN SACHS GROUP INC | 7,493,872 | 782M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 6,350,000 | 662M |
| ENVESTNET ASSET MANAGEMENT INC | 6,101,242 | 636M |
| WELLS FARGO & COMPANY/MN | 5,247,824 | 547M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 3,072,400 | 320M |
| Man Group plc | 979,525 | 102M |
| PRINCIPAL FINANCIAL GROUP INC | 905,000 | 94M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 735,113 | 77M |
| RENAISSANCE TECHNOLOGIES LLC | 644,200 | 67M |
| Sigma Planning Corp | 354,906 | 37M |
| Gallagher Fiduciary Advisors, LLC | 338,060 | 35M |
| Atria Investments, Inc | 335,754 | 35M |
| Kingsview Wealth Management, LLC | 327,250 | 34M |
| Cheviot Value Management, LLC | 323,920 | 34M |
| Envestnet Portfolio Solutions, Inc. | 309,351 | 32M |
| PARK AVENUE SECURITIES LLC | 305,863 | 32M |
| MARSHALL WACE, LLP | 301,296 | 31M |
| TORONTO DOMINION BANK | 300,000 | 31M |
| Planning Project LLC | 299,341 | 31M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealthfront Advisers LLC | +1,700,576 | +15.8% | 12,435,413 |
| Members Trust Co | +1,551,504 | +211664.9% | 1,552,237 |
| North Dakota State Investment Board | +279,334 | +23.9% | 1,447,198 |
| Farther Finance Advisors, LLC | +197,445 | +21.6% | 1,110,491 |
| HSBC HOLDINGS PLC | +180,764 | +1559.7% | 192,354 |
| Mechanics Bank Trust Department | +100,379 | +3491.4% | 103,254 |
| Chesapeake Wealth Management | +77,152 | +2571.7% | 80,152 |
| Towercrest Capital Management | +36,040 | +12.4% | 327,308 |
| Valmark Advisers, Inc. | +29,379 | +3.3% | 920,761 |
| Alliance Wealth Management Group | +28,610 | +15.4% | 214,856 |
| TD PRIVATE CLIENT WEALTH LLC | +24,286 | +11.3% | 238,349 |
| Allie Family Office LLC | +22,539 | +132.3% | 39,578 |
| Gladwyn Financial Advisors, Inc. | +21,073 | +587.6% | 24,659 |
| RITHOLTZ WEALTH MANAGEMENT | +19,443 | +5.5% | 375,824 |
| Merit Financial Group, LLC | +14,224 | +8.5% | 181,185 |
| VERUS CAPITAL PARTNERS, LLC | +10,988 | +123.3% | 19,896 |
| Gainplan LLC | +10,532 | +31.7% | 43,781 |
| Prospera Financial Services Inc | +8,529 | +49.9% | 25,616 |
| Capital Investment Advisors, LLC | +8,274 | +3.0% | 282,015 |
| MMA ASSET MANAGEMENT LLC | +6,624 | +14.3% | 53,044 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -142,567 | -45.9% | 168,227 |
| Strong Tower Advisory Services | -126,412 | -44.9% | 155,252 |
| Apella Capital, LLC | -38,481 | -32.7% | 79,305 |
| LWM ADVISORS INC | -35,908 | -99.7% | 92 |
| Midwest Financial Group LLC | -34,714 | -72.2% | 13,380 |
| CITIZENS FINANCIAL GROUP INC/RI | -21,510 | -87.6% | 3,045 |
| Central Pacific Bank - Trust Divisi | -20,980 | -35.7% | 37,805 |
| Capital Analysts, LLC | -11,917 | -46.9% | 13,511 |
| Stronghold Wealth Management L.L.C. | -9,242 | -52.9% | 8,214 |
| Balefire, LLC | -8,732 | -15.7% | 46,807 |
| Farrell Financial LLC | -4,869 | -25.6% | 14,171 |
| HSBC HOLDINGS PLC | -4,272 | -36.9% | 7,318 |
| PINNACLE ASSOCIATES LTD | -3,538 | -56.3% | 2,747 |
| Cornerstone Management, Inc. | -3,105 | -6.5% | 44,371 |
| WELCH & FORBES LLC | -3,103 | -5.6% | 52,767 |
| David J Yvars Group | -2,478 | -4.1% | 58,688 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | -2,453 | -32.4% | 5,108 |
| Kaizen Financial Strategies | -2,435 | -41.8% | 3,387 |
| Activest Wealth Management | -2,194 | -46.5% | 2,522 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | -2,175 | -34.3% | 4,158 |