Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q1 2025 (March 31)1,036holders −49
68new positions
106sold out
8famous investors
$108.58avg. 13F price*
At the end of Q1 2025, 1,036 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, down 49 from Q4 2024. 68 opened new positions and 106 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.1B), Bank of America Corp. ($2.0B) and BlackRock, Inc. ($1.6B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.2% of Fisher Asset Management's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $966.6M |
| Exits | 106 | $889.4M |
All 13F filers, Q4 2024 → Q1 2025: 41,775,428 shares bought and 25,439,304 shares sold, net +16,336,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,036 holders
| Meiji Yasuda Life Insurance Co | 41.50% | No change | 19,120,368 | $2.1B |
| Bank of America Corp. | 0.18% | Add +9.0% | 18,473,457 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +6.3% | 14,684,535 | $1.6B |
| Japan Science & Technology Agency | 23.08% | No change | 13,806,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.49% | Reduce -0.6% | 10,673,053 | $1.2B |
| Wealthfront Advisers LLC | 2.84% | Add +17.7% | 9,739,318 | $1.1B |
| Morgan Stanley | 0.07% | Add +4.1% | 9,596,229 | $1.0B |
| Allianz Investment Management U.S. LLC | 51.14% | No change | 8,715,455 | $926.7M |
| NYL Investors LLC | 54.86% | Add +442.2% | 7,794,361 | $847.2M |
| Goldman Sachs Group Inc. | 0.16% | Add +3361.2% | 7,765,613 | $844.0M |
| Ameriprise Financial Inc. | 0.20% | Add +51.7% | 6,859,875 | $744.6M |
| Nuveen, LLC | 0.21% | — | 6,472,157 | $703.5M |
| Sona Asset Management (us) LLC | 52.13% | New | 6,042,278 | $656.7M |
| Envestnet Asset Management Inc. | 0.16% | Add +4.9% | 4,619,666 | $502.1M |
| UBS Group AG | 0.11% | Add +7.0% | 4,592,413 | $499.1M |
| Wells Fargo & Company | 0.11% | Reduce -30.1% | 4,195,563 | $456.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.94% | No change | 4,040,400 | $439.2M |
| Northwestern Mutual Investment Management Company, LLC | 5.94% | Add +31.4% | 3,443,100 | $374.2M |
| LPL Financial LLC | 0.14% | Add +10.1% | 3,414,796 | $371.2M |
| FMR LLC | 0.02% | Add +200.7% | 3,408,821 | $370.5M |
| Fisher Asset Management | 0.15% | Reduce -6.8% | 3,264,251 | $354.8M |
| Northern Trust Corp. | 0.05% | Reduce -5.3% | 3,117,878 | $338.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.27% | Add +2.2% | 2,729,805 | $296.7M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $267.0M |
| State of Michigan Retirement System | 1.36% | No change | 2,172,400 | $236.1M |
| Assetmark, Inc. | 0.61% | Reduce -6.0% | 2,040,030 | $221.7M |
| Migdal Insurance & Financial Holdings Ltd. | 3.00% | No change | 1,965,000 | $213.6M |
| Schroder Investment Management Group | 0.19% | Add +1.2% | 1,689,304 | $183.3M |
| Prudential Financial Inc. | 0.26% | Reduce -43.6% | 1,682,957 | $182.9M |
| Mutual of America Capital Management LLC | 1.98% | No change | 1,578,140 | $171.5M |
| Members Trust Co | 5.86% | Add +17.6% | 1,546,708 | $168.1M |
| Money Design Co.,Ltd. | 7.96% | Reduce -0.1% | 1,469,401 | $159.7M |
| Royal Bank of Canada | 0.04% | Reduce -2.6% | 1,468,454 | $159.6M |
| D. E. Shaw & Co. | 0.19% | Add +9463.1% | 1,381,100 | $150.1M |
| Bank of New York Mellon Corp | 0.03% | Add +469.8% | 1,290,878 | $140.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -4.4% | 1,245,745 | $135.4M |
| Stifel Financial Corp. | 0.12% | Add +2.6% | 1,074,544 | $116.8M |
| Bridgewater Associates | 0.52% | Add +3.0% | 1,024,100 | $111.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +31.8% | 1,013,521 | $110.1M |
| JPMorgan Chase & Co. | 0.01% | Add +3.9% | 1,012,801 | $110.1M |
| APG Asset Management US Inc. | 0.84% | New | 1,005,000 | $109.2M |
| Raymond James Financial Inc. | 0.04% | Add +4.6% | 976,933 | $106.2M |
| Barclays PLC | 0.05% | Reduce -14.2% | 965,118 | $104.9M |
| MetLife Investment Management, LLC | 0.56% | Add +2442.0% | 953,260 | $103.6M |
| Jane Street Group, LLC | 0.17% | Reduce -76.1% | 877,800 | $95.4M |
| MML Investors Services, LLC | 0.31% | Add +2.8% | 844,529 | $91.8M |
| Cetera Investment Advisers | 0.17% | Add +21.6% | 828,499 | $90.0M |
| Principal Financial Group Inc. | 0.05% | Add +1.4% | 820,000 | $89.1M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +13.3% | 797,588 | $86.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +4.3% | 788,865 | $85.7M |
| Valmark Advisers, Inc. | 1.29% | Add +6.1% | 787,400 | $85.6M |
| Marshall Wace, LLP | 0.11% | Reduce -1.0% | 772,600 | $84.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.49% | Reduce -56.5% | 747,022 | $81.2M |
| Man Group plc | 0.25% | Add +563.7% | 737,309 | $80.1M |
| Neuberger Berman Group LLC | 0.06% | Add +22.2% | 677,484 | $73.6M |
| iA Global Asset Management Inc. | 1.24% | Add +8.2% | 661,200 | $71.9M |
| Country Trust Bank | 1.81% | Reduce -3.3% | 660,323 | $71.8M |
| GDS Wealth Management | 6.10% | Add +10.4% | 658,274 | $71.5M |
| Citigroup Inc. | 0.05% | Add +28.6% | 611,786 | $66.5M |
| Prudential PLC | 0.32% | Reduce -42.6% | 583,692 | $63.4M |
| State of New Jersey Common Pension Fund D | 0.25% | No change | 510,991 | $55.5M |
| Readystate Asset Management LP | 4.77% | New | 481,300 | $52.3M |
| Creative Planning | 0.05% | Add +0.4% | 470,449 | $51.1M |
| TruWealth Advisors, LLC | 2.92% | Add +3.0% | 445,208 | $48.4M |
| Panagora Asset Management Inc. | 0.24% | Reduce -44.0% | 439,849 | $47.8M |
| Atria Investments, Inc | 0.61% | Reduce -0.2% | 437,560 | $47.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -15.9% | 434,506 | $47.3M |
| Gallagher Fiduciary Advisors, LLC | 1.51% | Add +5.3% | 421,576 | $45.8M |
| Walleye Capital LLC | 0.54% | Reduce -27.3% | 400,000 | $43.5M |
| Janus Henderson Group PLC | 0.02% | Add +47.0% | 386,068 | $41.9M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -17.9% | 375,799 | $40.8M |
| Truist Financial Corp. | 0.06% | Add +15.7% | 365,984 | $39.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | No change | 350,825 | $38.1M |
| Focus Partners Wealth | 0.09% | Add +1.6% | 340,978 | $37.1M |
| O'shaughnessy Asset Management, LLC | 0.29% | Reduce -0.8% | 334,258 | $36.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -13.9% | 332,485 | $36.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.6% | 319,799 | $34.8M |
| Sigma Planning Corp | 1.10% | Add +3.6% | 317,716 | $34.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.45% | New | 317,050 | $34.5M |
| HighTower Advisors, LLC | 0.05% | Add +7.3% | 308,779 | $33.6M |
| USA Financial Formulas | 5.53% | Reduce -22.5% | 308,139 | $33.5M |
| Toronto Dominion Bank | 0.08% | Add +200.0% | 300,000 | $32.6M |
| Stratos Investment Management, LLC | 1.72% | Add +5.3% | 297,090 | $32.3M |
| HSBC Holdings PLC | 0.02% | Reduce -52.5% | 296,840 | $32.2M |
| TD Asset Management Inc | 0.03% | Add +615.7% | 284,823 | $31.0M |
| Ritholtz Wealth Management | 0.87% | Add +4.5% | 266,527 | $29.0M |
| Arax Advisory Partners | 1.84% | Add +7.8% | 263,987 | $28.7M |
| DDFG, Inc | 7.84% | Add +43.3% | 260,318 | $28.3M |
| Petrus Trust Company, LTA | 2.56% | No change | 252,374 | $27.4M |
| Spahn Wealth & Retirement LLC | 19.94% | Reduce -0.1% | 249,974 | $27.2M |
| Constellation Investments, Inc. | 1.29% | No change | 249,317 | $27.1M |
| Cheviot Value Management, LLC | 3.20% | New | 243,593 | $26.0M |
| Keybank National Association | 0.10% | Reduce -4.3% | 238,919 | $26.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.4% | 238,234 | $25.9M |
| Joule Financial, LLC | 9.06% | Add +3.5% | 237,617 | $25.8M |
| Westshore Wealth, LLC | 10.82% | Add +6.8% | 234,535 | $25.5M |
| BNP Paribas | 1.04% | Reduce -86.2% | 229,818 | $25.0M |
| Kingsview Wealth Management, LLC | 0.47% | Add +8.6% | 229,376 | $24.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.25% | Reduce -4.3% | 226,208 | $24.6M |
| Wela Strategies, Inc. | 10.08% | Add +2.0% | 219,642 | $23.9M |
"% of holder's portfolio" is LQD's weight in each manager's 13F, not the share of Ishr Ibx Usd Invgd CB ETF-Ui the manager owns.