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Disclosery

LQD ISHARES TR

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SHS (fund)

1,106 managers (1,122 13F filers) reported a position in LQD shares at 2026-06-30, 303,716,466 shares in all. 95 filers opened a position and 85 filers sold out during the quarter.

Managers
1,106
13F filers
1,122
New
95
Added
433
Reduced
380
Sold out
85
Shares held by filers
303,716,466

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy Private Trust Co.102,311$11.2M0.62%+15,96813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC101,239$11M2.65%+2,86813F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN100,916$11M0.05%+68,85613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS100,442$11M0.39%+37,66213F-HRTimelineGroup
BCS Private Wealth Management, Inc.99,972$10.9M3.28%+14,73013F-HRTimeline
JMAC ENTERPRISES LLC99,907$10.9M1.84%+15,03813F-HRTimeline
TUDOR INVESTMENT CORP ET AL99,349$10.8M0.04%-112,15113F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC98,911$10.8M0.58%+10,79713F-HRTimeline
Cresta Advisors, Ltd.98,021$10.7M3.84%-25,96613F-HRTimeline
Beta Wealth Group, Inc.96,700$10.5M3.96%+25413F-HRTimeline
Genus Capital Management Inc.96,375$10.5M1.03%-26,48613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co95,196$10.4M2.2%013F-HRTimelineGroup
Kelsey Financial, LLC95,170$10.4M7.88%-1,39513F-HRTimeline
Heartwood Wealth Advisors LLC91,511$9.98M0.78%+1,71313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC90,335$9.85M1.12%+3,42413F-HRTimeline
Vestmark Advisory Solutions, Inc.88,370$9.64M0.09%-14,53213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV87,794$9.58M0.01%+25,74313F-HR/ATimeline
IPG Investment Advisors LLC87,660$9.56M1.37%+74,85113F-HRTimeline
Wealthstar Advisors, LLC87,064$9.5M4.73%-2,08713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)86,909$9.48M2.63%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC86,879$9.48M0.56%-1,66713F-HRTimeline
Curran Financial Partners, LLC86,541$9.44M1.41%+10,60413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.85,581$9.33M0.18%013F-HRTimelineGroup
Winthrop Capital Management, LLC85,046$9.28M2.24%+48013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC83,500$9.11M0.46%-19013F-HRTimeline
WBH ADVISORY INC83,217$9.08M0.61%+62813F-HRTimeline
Janney Montgomery Scott LLC83,170$9.07M0.02%+11,41313F-HRTimeline
FIRST AMERICAN TRUST, FSB82,006$8.94M0.54%-2,65113F-HRTimeline
Strategic Investment Advisors / MI81,070$8.84M0.53%-6,06813F-HRTimeline
NVWM, LLC80,628$8.79M1.77%+5,53013F-HRTimeline
Chesapeake Wealth Management80,152$8.74M2.45%+5,20913F-HRTimeline
Coral Wealth Management, LLC79,514$8.67M7.11%new13F-HRTimeline
Integrated Advisors Network LLC78,320$8.54M0.39%+40,82413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…77,411$8.44M0.09%+2,17513F-HRTimelineGroup
Connecticut Capital Management Group, L…75,516$8.24M6.64%+1,24213F-HRTimeline
Torrey-Payne Wealth Management, LLC75,511$8.24M6.77%+2,34513F-HRTimeline
Waterloo Capital, L.P.73,041$7.97M0.45%+6,02613F-HRTimeline
ALLIANCEBERNSTEIN L.P.72,657$7.92M<0.01%-87513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO71,705$7.82M0.09%+3,04213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,249$7.73M0.02%+67,70113F-HRTimelineGroup
Crabel Capital Management, LLC70,837$7.73M5.64%new13F-HRTimeline
Summit Financial, LLC70,144$7.65M0.08%+3,76913F-HRTimeline
One Capital Management, LLC70,126$7.64M0.21%013F-HRTimeline
CVS HEALTH Corp70,000$7.63M3.39%new13F-HRTimeline
Modus Advisors, LLC69,356$7.56M1.87%+1,18113F-HRTimeline
Capital Asset Advisory Services LLC67,912$7.41M0.27%-2,01613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC67,784$7.39M0.12%new13F-HRTimeline
Providence Capital Advisors, LLC67,618$7.38M1.12%+24613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP67,452$7.36M<0.01%+3,03513F-HRTimelineGroup
Foguth Wealth Management, LLC.67,970$7.28M0.83%+1,58213F-HRTimeline
FMR LLCin group FMR LLC65,275$7.12M<0.01%+48,86913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC65,229$7.11M0.15%-94,15113F-HRTimeline
Blackhawk Capital Partners, LLC65,035$7.09M2.32%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC64,652$7.05M0.29%+12,83713F-HRTimeline
Global Trust Wealth Management LLC63,975$6.98M4.81%+19,35613F-HRTimeline
Independence Financial Advisors, LLC63,500$6.93M1.8%new13F-HRTimeline
Advisory Services Network, LLC63,162$6.89M0.08%+20,19813F-HRTimeline
BlueCrest Capital Management Ltd62,000$6.76M0.29%new13F-HRTimeline
David J Yvars Group61,166$6.67M3.28%-61413F-HRTimeline
Estate Counselors, LLC59,695$6.51M0.56%+56,31013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,048$6.45M0.01%-25,31513F-HRTimeline
NewEdge Advisors, LLC58,960$6.43M0.02%-44,30413F-HRTimeline
Central Pacific Bank - Trust Division58,785$6.41M0.65%-21,17513F-HRTimeline
NewEdge Wealth, LLC58,559$6.39M0.06%+7,61413F-HRTimeline
Perigon Wealth Management, LLC58,016$6.33M0.1%-17,62913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP57,960$6.32M0.06%-42,30713F-HRTimelineGroup
Townsend Financial Planning, LLC56,686$6.18M5.39%+1,05513F-HRTimeline
Compound Planning, Inc.55,882$6.1M0.16%+3,67513F-HRTimeline
Balefire, LLC55,539$6.06M0.99%-2,54413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP54,724$5.97M0.01%+1213F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp53,986$5.89M0.02%-1,56113F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC53,044$5.79M1.84%+6,62413F-HRTimeline
CAMDEN NATIONAL BANK52,813$5.76M0.75%+59813F-HRTimeline
Welch & Forbes LLC52,767$5.76M0.07%-3,10313F-HRTimeline
Private Advisor Group, LLC52,658$5.74M0.03%-30,08213F-HRTimeline
Range Advisory, LLC52,393$5.71M0.68%+19,06113F-HRTimeline
5th Street Advisors, LLC52,363$5.71M2.21%-42913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…52,344$5.71M0.13%new13F-HRTimelineGroup
Eukles Asset Management51,784$5.65M2.33%+7,38113F-HRTimeline
Keystone Global Partners, LLC51,374$5.6M2.12%-5,71013F-HRTimeline
Rochester Wealth Strategies, LLC51,060$5.57M3.08%-5,08113F-HRTimeline
Mutual Advisors, LLC50,671$5.53M0.1%-10,07613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.49,677$5.42M0.02%-10,40613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.49,658$5.42M0.55%+4,49913F-HRTimeline
Ameraudi Asset Management, Inc.49,634$5.41M2.45%new13F-HRTimeline
GUIDANCE CAPITAL, INC50,277$5.4M1.16%+6,44113F-HRTimeline
TME FINANCIAL, INC.49,273$5.37M3.32%-59413F-HRTimeline
Pines Wealth Management, LLC48,669$5.31M1.53%+1,31713F-HRTimeline
Independent Solutions Wealth Management…47,689$5.2M0.68%+30913F-HRTimeline
RWA WEALTH PARTNERS, LLC47,500$5.18M0.05%+1,09313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,344$5.16M0.02%-2,33313F-HRTimelineGroup
Wescott Financial Advisory Group, LLC45,969$5.01M0.39%+2,28313F-HRTimeline
Joseph P. Lucia & Associates, LLC45,485$4.96M1.49%+2,71113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV45,343$4.95M2%+16,61613F-HRTimeline
Cornerstone Management, Inc.44,371$4.84M0.7%-3,10513F-HRTimeline
Lantern Wealth Advisors, LLC44,069$4.81M2.2%+3,07213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC44,053$4.8M0.25%+1,92313F-HRTimeline
Gainplan LLC43,781$4.78M1.88%+10,53213F-HRTimeline
BURNS J W & CO INC/NY43,460$4.74M0.49%-2,55313F-HRTimeline
Insight Wealth Strategies, LLC43,566$4.73M0.46%-207,63713F-HRTimeline
Integrated Wealth Concepts LLC42,896$4.68M0.03%-6,83613F-HR/ATimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT42,455$4.63M0.25%-91513F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC42,958$4.63M2.88%+1,29113F-HRTimeline
Aptus Capital Advisors, LLC42,308$4.61M0.03%-13,08113F-HRTimeline
&PARTNERS41,045$4.47M0.02%+3,29613F-HRTimeline
World Investment Advisors40,760$4.45M0.07%-77713F-HRTimeline
Union Bancaire Privee, UBP SA41,004$4.44M0.05%+11,30013F-HRTimeline
SBI Securities Co., Ltd.40,533$4.42M0.1%-4,42913F-HRTimeline
Red Wave Investments LLC39,801$4.34M1.1%-63113F-HRTimeline
Allie Family Office LLC39,578$4.32M1.6%+22,53913F-HR/ATimeline
Sowell Financial Services LLC39,338$4.29M0.14%+1,68013F-HRTimeline
Turn8 Private Wealth Inc.38,609$4.21M2.81%-19,45413F-HRTimeline
RFG Advisory, LLC38,573$4.21M0.07%-2,54013F-HRTimeline
Note Advisors, LLC38,208$4.17M1.81%+3,22113F-HRTimeline
Heritage Wealth Management, Inc. /CA/38,147$4.16M2.07%+1,31013F-HRTimeline
J.Safra Asset Management Corp38,037$4.15M0.19%+5,93513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…37,573$4.1M0.22%-95013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,511$3.98M<0.01%+2,92513F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding36,354$3.97M+3,836Timeline
Sagil Capital LLP36,200$3.95M1.93%013F-HRTimeline
Good Steward Wealth Advisors,LLC36,157$3.94M2.38%+3,41913F-HRTimeline
J HAGAN CAPITAL, INC.35,782$3.9M1.81%+2,14213F-HRTimeline
Roberts Financial Services LLC35,754$3.9M1.14%+3913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding35,100$3.83M+2,229Timeline
Northern Lights Advisors, Inc.35,070$3.83M2.08%+6,92413F-HRTimeline
Broyhill Asset Management, LLC35,011$3.82M3.4%-2,50013F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,422$3.75M0.32%+39513F-HRTimelineGroup
CVFG LLC34,108$3.72M0.39%+2,22613F-HRTimeline
Brookwood Investment Group LLC33,877$3.69M0.43%+12,37613F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.33,810$3.69M0.14%013F-HRTimelineGroup
Baker Avenue Asset Management, LP33,411$3.64M0.07%+18813F-HRTimeline
SSA SWISS ADVISORS AG33,356$3.64M1.37%-43913F-HRTimeline
PKS Advisory Services, LLC33,147$3.62M0.58%-2,19913F-HRTimeline
Global Retirement Partners, LLC33,124$3.61M0.06%13F-HRTimeline
Mokosak Advisory Group, LLC33,009$3.6M0.78%+13913F-HRTimeline
Vericrest Private Wealth32,805$3.58M3.18%+6,04713F-HRTimeline
Waverly Advisors, LLC32,558$3.55M0.02%+2,43513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV32,358$3.53M0.4%+1,08813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC32,296$3.52M1.06%+1,21213F-HRTimelineGroup
CALTON & ASSOCIATES, INC.32,190$3.51M0.51%+1,14513F-HRTimeline
Flagship Private Wealth, LLC31,899$3.48M1.23%-2,43813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd31,737$3.46M0.11%-2,51313F-HRTimelineGroup
Sequoia Financial Advisors, LLC31,543$3.44M0.02%-5,06413F-HRTimeline
LANARK FINANCIAL, INC.31,321$3.42M0.23%-1,54113F-HRTimeline
SevenBridge Financial Group, LLC31,940$3.4M0.5%-1,98413F-HRTimeline
Sage Investment Advisers LLC31,048$3.39M2.28%-5,29113F-HRTimeline
Jacobi Capital Management LLC30,546$3.33M0.16%+1,86213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P30,148$3.29M<0.01%-12,72813F-HRTimelineGroup
OneDigital Investment Advisors LLC30,023$3.27M0.03%+3513F-HRTimeline
Phil A. Younker & Associates, Ltd.30,015$3.27M2.21%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC29,528$3.22M1.3%+78513F-HRTimeline
Pacifica Partners Inc.29,023$3.15M0.95%+14513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,822$3.14M<0.01%-26,74713F-HRTimelineGroup
AMG National Trust Bank28,133$3.07M0.06%-3,24613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,825$3.03M0.03%+7,30113F-HRTimelineGroup
Argyle Capital Partners, LLC27,737$3.03M1.91%-1,73513F-HRTimeline
Sovran Advisors, LLC28,309$3.02M0.23%+5,03113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,600$3.01M0.04%-3,64713F-HRTimelineGroup
Clarus Wealth Advisors27,239$2.93M1.13%+2,50313F-HRTimeline
Frank, Rimerman Advisors LLC26,879$2.93M0.17%-1,19113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC26,525$2.89M0.08%-1,30013F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC26,499$2.89M0.11%+76913F-HRTimeline
1607 Capital Partners, LLC26,490$2.89M0.25%-33,82013F-HR/ATimeline
SYNTAX RESEARCH, INC.26,416$2.88M2.1%-31,49913F-HRTimeline
New Capital Management LP25,898$2.82M0.64%+19913F-HRTimeline
Prospera Financial Services Inc25,616$2.8M0.04%+8,52913F-HRTimeline
Exit Wealth Advisors, LLC.25,168$2.75M1.25%+5,29513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.73M0.32%013F-HRTimeline
Keel Point, LLC24,851$2.71M0.16%-11713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.24,748$2.7M0.02%new13F-HRTimelineGroup
IMA Advisory Services, Inc.24,507$2.67M0.17%new13F-HRTimeline
TT Capital Management LLC24,255$2.65M2.06%-12013F-HRTimeline
Frisch Financial Group, Inc.24,139$2.63M0.45%+1,33113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC23,945$2.61M0.3%-62613F-HRTimeline
Gladwyn Financial Advisors, Inc.23,888$2.61M1.63%+1,52613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD23,680$2.58M0.34%-5,30913F-HRTimeline
MGO ONE SEVEN LLC23,643$2.58M0.04%+92913F-HRTimeline
Ironwood Financial, llc23,763$2.54M0.4%-10113F-HRTimeline
DUNCKER STREETT & CO INC23,134$2.52M0.43%-9013F-HRTimeline
Ballast, Inc.23,051$2.51M0.47%+22013F-HRTimeline
Savvy Advisors, Inc.22,924$2.5M0.05%+4,67713F-HRTimeline
CV Advisors LLC22,712$2.48M0.47%013F-HRTimeline
One Wealth Advisors, LLC22,497$2.45M0.27%+1,44813F-HRTimeline
Geneos Wealth Management Inc.22,066$2.41M0.05%+20,24713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP22,012$2.4M0.01%-3013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.21,816$2.38M0.01%-6,36913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC21,788$2.38M0.01%-502,59913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources21,728$2.37M<0.01%-1,93513F-HRTimelineGroup
Arrowroot Family Office, LLC21,528$2.35M0.67%+6,55913F-HRTimeline
KG Capital Management21,473$2.34M1.39%+82513F-HRTimeline
Aurora Private Wealth, Inc.21,430$2.34M1.48%+2,31513F-HRTimeline
Bulltick Wealth Management, LLC21,385$2.33M0.48%+62513F-HRTimeline
Procyon Advisors, LLC21,232$2.32M0.1%-1,14613F-HRTimeline
Avior Wealth Management, LLC21,190$2.31M0.06%-43513F-HRTimeline
BRADY FAMILY WEALTH, LLC20,889$2.28M0.66%+1,09213F-HRTimeline
Arcataur Capital Management LLC20,554$2.24M0.56%+56013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV20,519$2.24M1.17%-5,63413F-HRTimeline
Advisory Solutions Group, LLC20,480$2.23M0.76%13F-HRTimeline
L & S Advisors Inc20,379$2.22M0.23%+1,17813F-HRTimeline
Sharper & Granite LLC20,320$2.22M0.69%+23513F-HRTimeline