Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q2 2025 (June 30)1,051holders +15
90new positions
82sold out
9famous investors
$107.84avg. 13F price*
At the end of Q2 2025, 1,051 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 15 from Q1 2025. 90 opened new positions and 82 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.1B), Bank of America Corp. ($2.0B) and Morgan Stanley ($1.8B). 9 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $736.8M |
| Exits | 82 | $434.5M |
All 13F filers, Q1 2025 → Q2 2025: 43,999,296 shares bought and 33,410,641 shares sold, net +10,588,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,051 holders
| Meiji Yasuda Life Insurance Co | 62.36% | No change | 19,120,368 | $2.1B |
| Bank of America Corp. | 0.16% | Reduce -2.2% | 18,069,386 | $2.0B |
| Morgan Stanley | 0.12% | Add +69.8% | 16,290,767 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -2.6% | 14,305,123 | $1.6B |
| Japan Science & Technology Agency | 24.03% | No change | 13,806,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.33% | Reduce -0.2% | 10,653,146 | $1.2B |
| Wealthfront Advisers LLC | 2.61% | Reduce -5.0% | 9,254,116 | $1.0B |
| Nuveen, LLC | 0.27% | Add +37.1% | 8,872,157 | $972.5M |
| Allianz Investment Management U.S. LLC | 37.32% | Reduce -9.8% | 7,862,205 | $861.8M |
| Sona Asset Management (us) LLC | 48.00% | Reduce -4.4% | 5,774,092 | $632.9M |
| Wells Fargo & Company | 0.12% | Add +21.4% | 5,092,295 | $558.2M |
| UBS Group AG | 0.12% | Add +9.5% | 5,027,382 | $551.1M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.3% | 4,908,920 | $538.0M |
| Ameriprise Financial Inc. | 0.12% | Reduce -33.9% | 4,533,397 | $496.8M |
| Sumitomo Mitsui Financial Group, Inc. | 7.91% | Add +492.2% | 4,423,974 | $484.9M |
| APG Asset Management US Inc. | 3.62% | Add +340.6% | 4,428,000 | $484.2M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.58% | No change | 4,040,400 | $442.9M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -51.3% | 3,782,252 | $414.6M |
| LPL Financial LLC | 0.12% | Reduce -2.4% | 3,331,751 | $365.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.29% | Add +20.0% | 3,275,575 | $359.0M |
| Verition Fund Management LLC | 2.06% | Add +29921.1% | 3,133,000 | $343.4M |
| Fisher Asset Management | 0.13% | Reduce -6.2% | 3,062,270 | $335.7M |
| Canada Pension Plan Investment Board | 0.26% | New | 2,800,000 | $306.9M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $269.3M |
| Susquehanna International Group, LLP | 0.37% | Add +7256.8% | 2,227,578 | $244.2M |
| State of Michigan Retirement System | 1.23% | No change | 2,172,400 | $238.1M |
| Northwestern Mutual Investment Management Company, LLC | 3.62% | Reduce -37.7% | 2,144,774 | $235.1M |
| Barclays PLC | 0.09% | Add +119.6% | 2,119,450 | $232.3M |
| Northern Trust Corp. | 0.03% | Reduce -32.7% | 2,097,592 | $229.9M |
| Assetmark, Inc. | 0.53% | Add +0.1% | 2,041,487 | $223.8M |
| Migdal Insurance & Financial Holdings Ltd. | 2.56% | No change | 1,965,000 | $215.4M |
| JPMorgan Chase & Co. | 0.01% | Add +82.9% | 1,852,569 | $203.1M |
| Prudential Financial Inc. | 0.23% | Reduce -1.4% | 1,659,426 | $181.9M |
| Mutual of America Capital Management LLC | 1.86% | No change | 1,578,140 | $173.0M |
| HSBC Holdings PLC | 0.11% | Add +430.4% | 1,574,529 | $172.5M |
| Money Design Co.,Ltd. | 8.43% | Add +6.1% | 1,558,854 | $170.9M |
| Members Trust Co | 5.63% | Reduce -3.6% | 1,491,422 | $163.5M |
| Principal Financial Group Inc. | 0.07% | Add +56.7% | 1,285,000 | $140.8M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -0.6% | 1,238,416 | $135.7M |
| Schroder Investment Management Group | 0.11% | Reduce -28.7% | 1,204,783 | $132.1M |
| BNP Paribas | 4.26% | Add +420.8% | 1,196,854 | $131.2M |
| Royal Bank of Canada | 0.02% | Reduce -21.6% | 1,150,753 | $126.1M |
| FMR LLC | 0.01% | Reduce -69.5% | 1,040,634 | $114.1M |
| Bridgewater Associates | 0.46% | Add +1.1% | 1,035,300 | $113.5M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.5% | 942,827 | $103.3M |
| MetLife Investment Management, LLC | 0.61% | Reduce -1.2% | 941,560 | $103.2M |
| Prudential PLC | 0.62% | Add +58.5% | 925,429 | $101.4M |
| Cetera Investment Advisers | 0.17% | Add +10.8% | 917,684 | $100.6M |
| Stifel Financial Corp. | 0.10% | Reduce -14.8% | 915,075 | $100.3M |
| MML Investors Services, LLC | 0.28% | Add +6.4% | 898,630 | $98.5M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +11.9% | 892,850 | $97.9M |
| SG Americas Securities, LLC | 0.42% | Add +39975.2% | 859,213 | $94.2M |
| NYL Investors LLC | 26.55% | Reduce -89.2% | 839,925 | $92.1M |
| Man Group plc | 0.20% | Add +9.5% | 807,256 | $88.5M |
| Valmark Advisers, Inc. | 1.23% | Add +2.1% | 804,299 | $88.2M |
| Hudson Bay Capital Management LP | 0.63% | New | 780,000 | $85.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Reduce -25.7% | 753,238 | $82.6M |
| iA Global Asset Management Inc. | 1.09% | No change | 661,200 | $72.5M |
| Country Trust Bank | 1.62% | No change | 660,323 | $72.4M |
| Osaic Holdings, Inc. | 0.12% | Add +46.3% | 635,584 | $69.5M |
| Truist Financial Corp. | 0.10% | Add +71.4% | 627,280 | $68.8M |
| GDS Wealth Management | 4.98% | Reduce -5.4% | 622,867 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -24.3% | 597,456 | $65.5M |
| Point72 Europe (London) LLP | 3.08% | New | 545,000 | $59.7M |
| State of New Jersey Common Pension Fund D | 0.22% | No change | 510,991 | $56.0M |
| Creative Planning | 0.04% | Reduce -0.2% | 469,568 | $51.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Add +112.0% | 443,905 | $48.7M |
| SIH Partners, LLLP | 4.36% | New | 419,386 | $46.0M |
| Janus Henderson Group PLC | 0.02% | Add +1.5% | 391,902 | $43.0M |
| Park Avenue Securities LLC | 0.39% | New | 390,168 | $42.8M |
| O'shaughnessy Asset Management, LLC | 0.29% | Add +15.5% | 385,977 | $42.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | No change | 350,825 | $38.5M |
| USA Financial Formulas | 6.51% | Add +12.9% | 347,983 | $38.1M |
| HighTower Advisors, LLC | 0.05% | Add +10.0% | 339,758 | $37.2M |
| Marshall Wace, LLP | 0.04% | Reduce -56.7% | 334,200 | $36.6M |
| Focus Partners Wealth | 0.08% | Reduce -2.8% | 331,338 | $36.3M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -12.7% | 328,023 | $36.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.40% | Add +0.4% | 318,275 | $34.9M |
| Citigroup Inc. | 0.02% | Reduce -48.0% | 318,221 | $34.9M |
| Sigma Planning Corp | 1.04% | Reduce -0.6% | 315,901 | $34.6M |
| Stratos Investment Management, LLC | 1.53% | Add +2.6% | 304,833 | $33.4M |
| Millennium Management | 0.03% | Add +553.3% | 304,782 | $33.4M |
| Clark Capital Management Group, Inc. | 0.22% | Add +94.5% | 290,853 | $31.9M |
| Ritholtz Wealth Management | 0.70% | Add +9.1% | 290,638 | $31.9M |
| Jefferies Financial Group Inc. | 0.53% | Add +1109.5% | 280,135 | $30.7M |
| Arax Advisory Partners | 1.39% | Add +4.5% | 276,008 | $30.3M |
| CIBC Private Wealth Group LLC | 0.05% | Add +17.3% | 263,397 | $28.9M |
| Cheviot Value Management, LLC | 3.24% | Add +6.0% | 258,320 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -80.0% | 257,560 | $28.2M |
| Constellation Investments, Inc. | 1.26% | No change | 249,317 | $27.3M |
| Westshore Wealth, LLC | 10.28% | Add +4.0% | 243,851 | $26.7M |
| Joule Financial, LLC | 8.64% | Add +2.2% | 242,784 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.1% | 238,067 | $26.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Add +5.0% | 237,585 | $26.0M |
| Kingsview Wealth Management, LLC | 0.44% | Add +3.1% | 236,571 | $25.9M |
| Equitable Holdings, Inc. | 0.21% | Add +10.5% | 236,539 | $25.9M |
| American Family Investments, Inc. | 1.38% | New | 230,000 | $25.2M |
| TD Asset Management Inc | 0.02% | Reduce -21.6% | 223,369 | $24.5M |
| Keybank National Association | 0.09% | Reduce -7.1% | 221,950 | $24.3M |
| Leo Wealth, LLC | 1.88% | Add +158.0% | 220,779 | $24.2M |
"% 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.