iShares iBoxx $ Investment Grade Corporate Bond ETF - Common Stock (LQD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: LQD
Shares outstanding: 272,336,183
Price per share: $110.19
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 269,504,426
Total reported value: $30,040,630,052
% of total 13F portfolios: 0.07%
Share change: +6,843,298
Value change: +$772,160,379
Number of holders: 1,037

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of iShares iBoxx $ Investment Grade Corporate Bond ETF - Common Stock (LQD) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
BlackRock Portfolio Management LLC	6%	+22%	$1,800,523,442	+$260,406,297	16,340,171	+17%	BlackRock Portfolio Management LLC	31 Dec 2025
BlackRock, Inc.	0%		$8,103,010		74,689		BlackRock, Inc.	31 Mar 2025

As of 30 Sep 2025, 1,037 institutional investors reported holding 269,504,426 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF - Common Stock (LQD). This represents 99% of the company’s total 272,336,183 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares iBoxx $ Investment Grade Corporate Bond ETF - Common Stock (LQD) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution	Ownership %	Shares Held	Share Change %	Portfolio %	Holdings Value
Meiji Yasuda Life Insurance Co	7%	19,120,368	0%	61%	$2,131,347,421
BANK OF AMERICA CORP /DE/	7%	18,950,293	+4.9%	0.16%	$2,112,389,177
Nuveen, LLC	6.5%	17,695,349	+99%	0.52%	$1,972,500,553
BlackRock, Inc.	5.1%	13,938,441	-2.6%	0.03%	$1,553,717,985
Japan Science & Technology Agency	4.8%	13,206,450	-4.3%	26%	$1,472,122,982
Financial Engines Advisors L.L.C.	4%	10,782,315	+1.2%	2.3%	$1,201,904,653
MORGAN STANLEY	3.7%	10,132,388	-38%	0.07%	$1,129,457,485
Wealthfront Advisers LLC	3.7%	10,119,085	+9.3%	2.6%	$1,127,974,420
Allianz Investment Management U.S. LLC	2.9%	7,862,205	0%	33%	$876,399,991
TD Asset Management Inc	2.3%	6,327,844	+2733%	0.57%	$705,364,771
ENVESTNET ASSET MANAGEMENT INC	2.1%	5,703,391	+16%	0.18%	$635,756,965
ROYAL BANK OF CANADA	1.8%	4,770,231	+315%	0.09%	$531,737,000
GOLDMAN SACHS GROUP INC	1.6%	4,404,550	+16%	0.07%	$490,975,189
UBS Group AG	1.6%	4,364,301	-13%	0.1%	$486,488,633
WELLS FARGO & COMPANY/MN	1.6%	4,337,179	-15%	0.1%	$483,465,389
National Mutual Insurance Federation of Agricultural Cooperatives	1.5%	4,040,400	0%	3.4%	$450,383,388
LPL Financial LLC	1.4%	3,947,833	+18%	0.13%	$440,064,919
APG Asset Management US Inc.	1.3%	3,441,813	-22%	2.8%	$383,796,568
Mitsubishi UFJ Asset Management Co., Ltd.	1.2%	3,373,135	+3%	0.27%	$376,003,358
D. E. Shaw & Co., Inc.	1.2%	3,319,000		0.3%	$369,968,930
AMERIPRISE FINANCIAL INC	1.2%	3,276,638	-28%	0.08%	$365,132,926
BARINGS LLC	1%	2,771,727	+3764%	5.9%	$308,964,409
JANE STREET GROUP, LLC	0.98%	2,680,658	+4740%	0.35%	$298,812,947
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	0.98%	2,670,204	+24%	4.3%	$297,647,640
Caisse de depot et placement du Quebec	0.91%	2,487,012		0.5%	$277,227,218

Institutional Holders of iShares iBoxx $ Investment Grade Corporate Bond ETF - Common Stock (LQD) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	10,644,234	$1,172,971,331	+$95,951,193			$110.19	259
2025 Q3	269,504,426	$30,040,630,052	+$772,160,379	$6,445,424,065	$3,436,954,510	$111.47	1,037
2025 Q2	264,436,364	$28,983,929,873	+$746,992,971	$4,814,485,848	$1,629,045,536	$109.61	1,039
2025 Q1	257,863,714	$28,001,739,729	+$1,807,923,093	$4,959,046,681	$2,459,443,354	$108.69	1,024
2024 Q4	239,204,799	$25,556,981,728	-$1,036,008,936	$2,790,286,031	$3,791,505,712	$106.84	1,077
2024 Q3	247,701,773	$27,981,892,624	-$224,956,053	$4,054,753,347	$4,286,496,724	$112.98	1,040
2024 Q2	248,393,962	$26,610,475,486	-$2,863,582,412	$3,978,950,225	$3,945,740,912	$107.12	1,002
2024 Q1	274,801,813	$29,926,521,312	-$1,646,658,100	$3,838,352,906	$4,074,513,935	$108.92	1,048
2023 Q4	288,373,507	$31,917,481,603	+$758,125,189	$5,034,209,707	$2,714,253,046	$110.66	1,101
2023 Q3	281,333,077	$28,701,198,230	-$702,119,833	$1,972,230,894	$1,660,426,510	$102.02	1,031
2023 Q2	288,099,258	$31,152,794,384	-$607,367,046	$3,209,923,187	$1,182,008,999	$108.14	1,011
2023 Q1	293,987,433	$32,219,798,768	-$1,280,786,149	$6,984,846,797	$1,982,066,921	$109.61	1,003
2022 Q4	305,942,145	$32,261,529,432	-$268,033,086	$2,085,347,309	$1,408,682,311	$105.43	1,016
2022 Q3	289,605,443	$29,675,296,200	+$2,193,502,599	$5,988,211,485	$2,431,144,000	$102.45	976
2022 Q2	267,571,639	$29,444,774,249	-$380,145,792	$5,587,247,280	$1,540,373,300	$110.03	998
2022 Q1	269,720,798	$32,594,201,549	+$265,626,534	$12,963,467,088	$2,370,773,094	$120.94	1,067
2021 Q4	265,221,489	$35,146,452,158	-$1,491,817,495	$4,772,742,600	$1,453,980,000	$132.52	1,120
2021 Q3	277,760,018	$37,003,832,978	-$183,172,506	$3,668,862,700	$1,082,797,750	$133.03	1,030
2021 Q2	277,607,776	$37,307,764,779	-$5,949,119,939	$6,300,672,216	$3,001,159,000	$134.36	1,050
2021 Q1	321,115,286	$41,766,111,295	-$7,361,794,344	$8,796,270,565	$2,732,842,000	$130.05	1,076
2020 Q4	376,199,598	$51,953,689,188	+$1,348,645,862	$6,154,664,260	$3,938,198,000	$138.13	1,150
2020 Q3	346,921,288	$46,731,336,727	+$3,038,679,065	$8,232,967,000	$3,088,442,000	$134.71	1,039
2020 Q2	324,304,968	$43,603,575,287	+$7,861,221,027	$1,811,207,500	$897,060,000	$134.50	1,028
2020 Q1	263,736,588	$32,582,654,606	+$3,524,706,970	$3,565,071,000	$1,666,481,000	$123.51	927
2019 Q4	229,597,138	$29,387,668,624	-$417,287,252	$2,530,367,000	$1,466,893,000	$127.96	927
2019 Q3	228,798,695	$29,166,759,429	-$3,518,736,073	$2,205,645,000	$591,277,000	$127.48	827
2019 Q2	256,381,487	$31,884,043,967	+$3,655,938,696	$1,847,454,000	$707,972,000	$124.37	809
2019 Q1	226,280,292	$26,940,512,345	+$1,831,222,324	$1,503,983,000	$632,015,000	$119.06	768
2018 Q4	210,290,812	$23,731,378,173	-$3,070,345,587	$1,637,541,000	$863,882,000	$112.82	743
2018 Q3	231,815,058	$26,630,482,802	+$1,646,093,545	$1,368,884,000	$208,623,000	$114.93	698
2018 Q2	219,522,790	$25,153,622,838	+$1,715,319,062	$407,152,000	$309,651,000	$114.57	714
2018 Q1	206,408,292	$24,215,675,656	-$1,954,756,764	$847,577,500	$195,371,500	$117.39	738
2017 Q4	221,041,098	$26,867,224,820	+$63,332,958	$211,648,000	$195,031,000	$121.56	747
2017 Q3	217,999,258	$26,434,366,309	+$2,534,115,491	$1,272,243,000	$1,205,111,000	$121.23	677
2017 Q2	196,816,780	$23,714,980,350	+$3,246,953,616	$498,048,000	$588,885,000	$120.51	664
2017 Q1	170,682,211	$20,122,462,350	+$2,361,322,054	$89,115,000	$23,569,000	$117.91	652
2016 Q4	152,179,313	$17,836,294,670	-$4,727,567,056	$433,578,000	$393,421,000	$117.18	647
2016 Q3	188,784,515	$23,246,843,749	+$2,584,399,918	$1,686,186,000	$626,529,000	$123.18	617
2016 Q2	168,003,891	$20,634,077,050	+$494,641,509	$980,761,000	$52,048,000	$122.73	600
2016 Q1	164,237,382	$19,522,072,215	+$982,102,397	$823,088,000	$618,683,000	$118.82	597
2015 Q4	155,895,794	$17,773,474,272	+$2,385,136,448	$923,606,000	$290,053,000	$114.01	563
2015 Q3	132,920,275	$15,430,541,165	+$2,025,841,417	$79,393,000	$7,534,000	$116.09	517
2015 Q2	118,340,122	$13,693,784,155	-$198,587,032	$600,057,000	$208,781,000	$115.72	533
2015 Q1	119,677,785	$14,564,271,569	+$2,186,562,386	$132,661,000	$7,534,000	$121.71	551
2014 Q4	101,755,434	$12,149,941,045	+$1,065,091,452	$8,977,000	$6,959,000	$119.41	527
2014 Q3	91,023,388	$10,764,289,610	-$98,721,799	$20,817,000	$9,493,000	$118.22	460
2014 Q2	91,989,306	$10,967,537,597	+$454,275,130	$11,375,000	$3,922,000	$119.26	464
2014 Q1	87,952,447	$10,285,570,573	+$567,394,817	$5,104,000	$31,492,000	$116.94	452