ISHARES TR (LQD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,089
Reporting holders
$41.4B
Reported value
20.9%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.8B | 25,658,147 | 0.18% | 31q | -0.5%-$15.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4B | 3,926,364 | 0.19% | 31q | -27.7%-$928.3M |
| BlackRock, Inc. | $2.1B | 19,248,751 | 0.03% | 8q | -10.7%-$251.5M |
| Meiji Yasuda Life Insurance Co | $2.1B | 19,120,368 | 69.19% | 25q | HELD |
| MORGAN STANLEY | $1.9B | 17,429,340 | 0.10% | 35q | +17.6%+$284.5M |
| GOLDMAN SACHS GROUP INC | $1.8B | 7,493,872 | 0.16% | 31q | -52.0%-$2.0B |
| Wealthfront Advisers LLC | $1.4B | 12,435,413 | 2.61% | 31q | +15.8%+$185.5M |
| Financial Engines Advisors L.L.C. | $1.2B | 11,419,910 | 2.21% | 31q | +4.6%+$55.3M |
| BARCLAYS PLC | $1.2B | 1,541,878 | 0.23% | 31q | -36.8%-$706.1M |
| PRUDENTIAL FINANCIAL INC | $1.2B | 10,601,426 | 1.26% | 34q | HELD |
| Nuveen, LLC | $1.1B | 10,235,200 | 0.27% | 6q | -6.8%-$82.0M |
| Japan Science & Technology Agency | $927.8M | 8,506,450 | 17.55% | 15q | HELD |
| CITADEL ADVISORS LLC | $925.0M | options only | 0.11% | 31q | OPTIONS |
| JANE STREET GROUP, LLC | $923.8M | 108,924 | 0.08% | 31q | +85.8%+$426.5M |
| Allianz SE | $857.5M | 7,862,205 | 9.05% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $697.1M | 4,666,082 | 0.11% | 31q | -55.5%-$870.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $692.6M | 6,350,000 | 4.39% | new | NEW |
| CAPSTONE INVESTMENT ADVISORS, LLC | $681.4M | options only | 1.26% | 17q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $665.5M | 6,101,242 | 0.16% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $554.7M | 5,090,714 | 0.11% | 31q | -68.2%-$1.2B |
| MILLENNIUM MANAGEMENT LLC | $546.7M | 259,417 | 0.20% | 31q | -18.8%-$126.5M |
| Brevan Howard Capital Management LP | $545.9M | options only | 4.04% | 5q | OPTIONS |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $497.3M | 4,559,454 | 5.83% | 9q | +32.4%+$121.7M |
| UBS Group AG | $488.7M | 4,451,008 | 0.06% | 31q | -12.8%-$71.7M |
| LPL Financial LLC | $487.5M | 4,469,538 | 0.11% | 31q | +6.4%+$29.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $440.7M | 4,040,400 | 2.88% | 31q | HELD |
| CITIGROUP INC | $439.5M | 2,709,937 | 0.15% | 31q | +1144.7%+$404.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $436.0M | 3,997,712 | 0.24% | 27q | +7.8%+$31.6M |
| BNP PARIBAS | $369.9M | 3,391,228 | 10.04% | 10q | +31.8%+$89.2M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $335.1M | 3,072,400 | 1.48% | 25q | +41.4%+$98.2M |
| Verition Fund Management LLC | $322.9M | 1,760,710 | 0.82% | 6q | HELD |
| ROYAL BANK OF CANADA | $305.0M | 2,795,629 | 0.05% | 31q | +13.4%+$36.0M |
| BARINGS LLC | $296.7M | 2,720,211 | 5.26% | 31q | -68.4%-$642.7M |
| Empower Annuity Insurance Co | $268.0M | 2,456,850 | 100.00% | 15q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $264.3M | 2,409,021 | 0.19% | 18q | +15.1%+$34.7M |
| JPMORGAN CHASE & CO | $224.5M | 2,046,151 | 0.01% | 31q | +25.9%+$46.2M |
| Migdal Insurance & Financial Holdings Ltd. | $214.3M | 1,965,000 | 1.37% | 31q | HELD |
| NORTHERN TRUST CORP | $196.8M | 1,804,239 | 0.02% | 31q | +1.5%+$2.9M |
| Fisher Asset Management, LLC | $194.5M | 1,783,303 | 0.06% | 31q | -4.1%-$8.4M |
| Members Trust Co | $169.4M | 1,552,970 | 5.27% | 25q | -1.0%-$1.7M |
| Waratah Capital Advisors Ltd. | $163.6M | options only | 5.56% | 2q | OPTIONS |
| State of New Jersey Common Pension Fund D | $159.4M | 1,460,991 | 0.54% | 17q | +255.5%+$114.5M |
| RAYMOND JAMES FINANCIAL INC | $157.7M | 1,445,708 | 0.04% | 7q | +24.5%+$31.1M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $149.2M | 1,368,140 | 1.45% | 25q | HELD |
| SONA ASSET MANAGEMENT (US) LLC | $131.9M | 209,432 | 2.77% | 6q | -81.2%-$569.8M |
| MML INVESTORS SERVICES, LLC | $130.8M | 1,199,410 | 0.27% | 31q | +20.5%+$22.2M |
| GDS Wealth Management | $129.7M | 1,189,126 | 6.17% | 19q | +19.6%+$21.3M |
| North Dakota State Investment Board | $127.4M | 1,167,864 | 5.17% | 3q | +5.1%+$6.2M |
| Cetera Investment Advisers | $120.3M | 1,103,179 | 0.11% | 31q | +6.5%+$7.4M |
| PNC Financial Services Group, Inc. | $119.4M | 1,094,681 | 0.06% | 31q | -2.8%-$3.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $117.8M | options only | 0.17% | 25q | OPTIONS |
| Bridgewater Associates, LP | $114.6M | 1,050,500 | 0.47% | 31q | +2.8%+$3.1M |
| BANK OF MONTREAL /CAN/ | $108.4M | 894,125 | 0.04% | 31q | +62.7%+$41.8M |
| Man Group plc | $106.8M | 979,525 | 0.17% | 14q | +1516.4%+$100.2M |
| ASSETMARK, INC | $106.3M | 974,526 | 0.18% | 31q | -2.2%-$2.4M |
| Capula Management Ltd | $101.6M | 931,663 | 0.36% | 2q | +1249.4%+$94.1M |
| Mirae Asset Global Investments Co., Ltd. | $100.5M | 921,293 | 0.15% | 31q | +12.1%+$10.8M |
| Valmark Advisers, Inc. | $100.4M | 920,761 | 1.07% | 31q | +3.3%+$3.2M |
| Farther Finance Advisors, LLC | $99.6M | 913,046 | 0.78% | 15q | +25.6%+$20.3M |
| PRINCIPAL FINANCIAL GROUP INC | $98.7M | 905,000 | 0.05% | 26q | +57.4%+$36.0M |
| Centiva Capital, LP | $97.1M | 890,406 | 0.85% | new | NEW |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $93.7M | 859,205 | 1.78% | 31q | +2.9%+$2.6M |
| Point72 Asset Management, L.P. | $92.7M | 850,000 | 0.10% | new | NEW |
| Legal & General Group Plc | $89.2M | 817,911 | 0.02% | 17q | -16.5%-$17.6M |
| APG Asset Management US Inc. | $85.3M | 786,699 | 0.60% | 6q | +12.6%+$9.5M |
| RITHOLTZ WEALTH MANAGEMENT | $82.0M | 751,648 | 0.61% | 10q | +110.9%+$43.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.2M | 735,113 | 0.04% | 31q | +6.8%+$5.1M |
| WINTON GROUP Ltd | $77.5M | 710,173 | 2.51% | new | NEW |
| Allspring Global Investments Holdings, LLC | $77.2M | 710,099 | 0.12% | 19q | -13.1%-$11.6M |
| STIFEL FINANCIAL CORP | $76.9M | 704,701 | 0.06% | 31q | +2.9%+$2.1M |
| OSAIC HOLDINGS, INC. | $76.4M | 700,336 | 0.09% | 26q | +19.1%+$12.2M |
| Creative Planning | $75.6M | 693,381 | 0.04% | 31q | +28.1%+$16.6M |
| Quadrature Capital Ltd | $72.5M | 664,659 | 0.62% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $70.3M | 644,200 | 0.10% | 2q | +600.2%+$60.2M |
| BNP PARIBAS FINANCIAL MARKETS | $67.5M | 118,518 | 0.02% | 31q | -98.1%-$3.5B |
| DRW Securities, LLC | $65.8M | 603,052 | 1.60% | 5q | +2445.3%+$63.2M |
| Kestra Advisory Services, LLC | $64.7M | 593,522 | 0.21% | 24q | +54.3%+$22.8M |
| SIG BROKERAGE, LP | $59.3M | 13,575 | 1.15% | 7q | -70.2%-$139.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $57.2M | 524,851 | 0.26% | 27q | +6.8%+$3.7M |
| Qube Research & Technologies Ltd | $50.8M | 466,177 | 0.05% | 18q | HELD |
| Polar Asset Management Partners Inc. | $50.3M | 460,000 | 0.83% | new | NEW |
| Symmetry Investments LP | $49.6M | 455,000 | 3.36% | new | NEW |
| Jupiter Topco LLC | $49.2M | 450,924 | 0.02% | new | FIRST |
| MetLife Investment Management, LLC | $46.5M | 426,500 | 0.21% | 19q | -1.9%-$920.6K |
| Focus Partners Wealth | $42.0M | 385,481 | 0.04% | 11q | -1.3%-$548.0K |
| LMR Partners LLP | $41.8M | 383,157 | 0.16% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $40.0M | 366,293 | 0.05% | 31q | +18.5%+$6.2M |
| Merit Financial Group, LLC | $39.5M | 362,370 | 0.12% | 18q | +117.0%+$21.3M |
| Stratos Investment Management, LLC | $38.4M | 352,343 | 1.39% | 30q | +3.6%+$1.3M |
| HighTower Advisors, LLC | $38.3M | 350,937 | 0.04% | 31q | HELD |
| TORONTO DOMINION BANK | $38.2M | 300,000 | 0.04% | 15q | -40.0%-$25.4M |
| Rockefeller Capital Management L.P. | $37.0M | 338,916 | 0.06% | 31q | +0.6%+$227.7K |
| Gallagher Fiduciary Advisors, LLC | $36.9M | 338,060 | 1.21% | 8q | -99.0%-$3.5B |
| Sigma Planning Corp | $36.6M | 335,905 | 0.92% | 31q | -1.6%-$589.3K |
| Atria Investments, Inc | $36.6M | 335,754 | 0.37% | 25q | +5.7%+$2.0M |
| TRUIST FINANCIAL CORP | $36.6M | 335,165 | 0.04% | 31q | -31.0%-$16.4M |
| Towercrest Capital Management | $35.7M | 327,308 | 4.98% | 31q | +12.4%+$3.9M |
| Kingsview Wealth Management, LLC | $35.7M | 327,250 | 0.43% | 38q | +6.6%+$2.2M |
| Cheviot Value Management, LLC | $35.3M | 323,920 | 3.59% | 6q | -2.4%-$869.6K |
| Envestnet Portfolio Solutions, Inc. | $33.7M | 309,351 | 0.16% | 12q | -5.7%-$2.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 6.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,089 | $41.4B | 299,803,257 | 89 | 395 | 344 | 20.9% |
| Q1 2026 | 1,074 | $47.5B | 315,316,376 | 82 | 408 | 345 | 27.5% |
| Q4 2025 | 1,110 | $38.9B | 273,869,954 | 100 | 415 | 322 | 22.4% |
| Q3 2025 | 1,022 | $39.5B | 264,995,598 | 85 | 391 | 330 | 25.2% |
| Q2 2025 | 1,013 | $34.6B | 257,608,517 | 85 | 309 | 383 | 18.5% |
| Q1 2025 | 998 | $34.6B | 250,655,584 | 66 | 335 | 359 | 21.3% |
| Q4 2024 | 1,041 | $31.3B | 230,897,284 | 72 | 332 | 356 | 21.1% |
| Q3 2024 | 1,009 | $35.4B | 239,876,565 | 103 | 370 | 319 | 23.4% |
| Q2 2024 | 963 | $34.0B | 242,903,543 | 67 | 306 | 379 | 23.5% |
| Q1 2024 | 999 | $39.7B | 289,331,528 | 81 | 330 | 392 | 20.6% |
| Q4 2023 | 1,032 | $40.7B | 295,769,080 | 102 | 368 | 343 | 19.7% |
| Q3 2023 | 943 | $31.6B | 274,280,579 | 102 | 330 | 327 | 11.5% |
| Q2 2023 | 927 | $33.7B | 275,750,923 | 84 | 307 | 317 | 13.0% |
| Q1 2023 | 905 | $37.7B | 266,298,967 | 97 | 281 | 351 | 23.3% |
| Q4 2022 | 852 | $27.5B | 230,374,327 | 103 | 219 | 334 | 11.8% |
| Q3 2022 | 997 | $38.1B | 289,552,176 | 107 | 314 | 369 | 22.2% |
| Q2 2022 | 1,020 | $39.2B | 267,714,848 | 96 | 253 | 469 | 24.8% |
| Q1 2022 | 1,092 | $48.3B | 270,385,076 | 100 | 262 | 471 | 32.3% |
| Q4 2021 | 1,143 | $42.5B | 267,519,727 | 99 | 347 | 367 | 16.6% |
| Q3 2021 | 1,052 | $41.8B | 277,758,588 | 63 | 382 | 351 | 11.4% |
| Q2 2021 | 1,073 | $46.7B | 277,416,831 | 85 | 349 | 425 | 20.1% |
| Q1 2021 | 1,096 | $53.9B | 321,780,040 | 59 | 349 | 470 | 22.3% |
| Q4 2020 | 1,171 | $63.3B | 379,235,409 | 96 | 427 | 327 | 17.2% |
| Q3 2020 | 1,053 | $58.2B | 347,881,510 | 80 | 469 | 282 | 19.5% |
| Q2 2020 | 1,038 | $46.5B | 325,510,147 | 186 | 412 | 247 | 5.9% |
| Q1 2020 | 938 | $38.5B | 266,524,612 | 122 | 292 | 369 | 14.6% |
| Q4 2019 | 945 | $33.4B | 229,770,987 | 99 | 292 | 293 | 12.0% |
| Q3 2019 | 837 | $32.1B | 229,451,238 | 77 | 279 | 300 | 8.8% |
| Q2 2019 | 820 | $34.8B | 257,153,955 | 95 | 317 | 256 | 8.2% |
| Q1 2019 | 782 | $29.2B | 226,931,138 | 77 | 234 | 288 | 7.4% |
| Q4 2018 | 760 | $26.3B | 210,351,294 | 5 | 12 | 20 | 9.5% |