Stock ownership · SEC 13F · Q4 2025
ISHARES IBOXX INVT GRADE
Institutional ownership of ISHARES IBOXX INVT GRADE (CUSIP 464287242) - who holds it, how concentrated it is, and what moved last quarter.
- $30.1M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES IBOXX INVT GRADE ranks #279 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $30.1M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 6
- institutions hold it
- $30.1M
- reported 13F value
- 100%
- held by top 5
- #279
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES IBOXX INVT GRADE ranks #279 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287242 · Q4 2025 $30M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #279/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH SCHWAB CHARLES
- ACTIVITY-MID 5 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SCHWAB CHARLES CORP
Read with: Ownership concentration guide - ISHARES IBOXX INVT GRADE's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES IBOXX INVT GRADE
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES IBOXX INVT GRADE position has risen from 3 to 6 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Westshore Wealth, LLC | 250,758 | $27.6M | 91.7% |
| 2 | SSA SWISS ADVISORS AG | 22,135 | $2.4M | 8.1% |
| 3 | TD Capital Management LLC | 240 | $26K | 0.1% |
| 4 | Anchor Investment Management, LLC | 213 | $23K | 0.1% |
| 5 | MidFirst Bank | 91 | $10K | 0.0% |
| 6 | Strategic Investment Solutions, Inc. /IL | 26 | $3K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES IBOXX INVT GRADE's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (6)
Frequently Asked Questions
How many institutions hold ISHARES IBOXX INVT GRADE?▼
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What is the total institutional value of ISHARES IBOXX INVT GRADE?▼
How concentrated is ownership of ISHARES IBOXX INVT GRADE?▼
Who is the largest institutional holder of ISHARES IBOXX INVT GRADE?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES IBOXX INVT GRADE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($30.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.