Skip to content
Disclosery

LQD ISHARES TR

Follow

SHS (fund)

1,029 managers (1,044 13F filers) reported a position in LQD shares at 2025-03-31, 257,069,597 shares in all. 69 filers opened a position and 106 filers sold out during the quarter.

Managers
1,029
13F filers
1,044
New
69
Added
383
Reduced
396
Sold out
106
Shares held by filers
257,069,597

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ROVIN CAPITAL /UT/ /ADV77,002$8.37M2.69%+55,46913F-HRTimeline
Heartwood Wealth Advisors LLC76,814$8.35M0.95%+6,04413F-HRTimeline
Mariner, LLCin group Mariner, LLC75,174$8.17M0.01%-2,82513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,831$8.13M<0.01%-683,36913F-HRTimelineGroup
Integrated Advisors Network LLC74,792$8.13M0.41%+5,98813F-HRTimeline
TUDOR INVESTMENT CORP ET AL73,062$7.94M0.07%013F-HRTimeline
NATIONAL MUTUAL FUNDS MANAGEMENT LTD72,751$7.89M100%-6,72213F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC72,319$7.86M0.62%-4,97713F-HRTimeline
Kohlberg Kravis Roberts & Co. L.P.in group KKR72,232$7.85M0.18%new13F-HRTimelineGroup
WBH ADVISORY INC72,113$7.84M0.73%-76013F-HRTimeline
Axos Invest Inc.71,740$7.8M6.04%-4,54613F-HRTimeline
CASTLEARK MANAGEMENT LLC71,170$7.74M0.27%013F-HRTimeline
Aptus Capital Advisors, LLC70,915$7.71M0.09%+15,18813F-HRTimeline
Wayfinding Financial, LLC70,831$7.7M3.37%+1,35813F-HRTimeline
COMERICA BANK69,986$7.61M0.03%-3,78113F-HRTimeline
ALLIANCEBERNSTEIN L.P.69,587$7.56M<0.01%+1413F-HRTimeline
Mutual Advisors, LLC69,794$7.54M0.22%-5,53113F-HRTimeline
Rothschild Wealth LLC68,960$7.5M2.1%+9,90113F-HRTimeline
EFG Private Wealth Management (Americas…68,218$7.41M1.5%+5,15813F-HRTimeline
Perigon Wealth Management, LLC68,120$7.4M0.19%-2,72213F-HRTimeline
Summit Financial, LLC68,115$7.4M0.21%+4,70813F-HRTimeline
Private Advisor Group, LLC67,966$7.39M0.04%-9,87913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS67,348$7.32M0.3%-262,69913F-HRTimelineGroup
Central Pacific Bank - Trust Division66,645$7.24M1%-70013F-HRTimeline
JMAC ENTERPRISES LLC65,591$7.13M1.69%-41913F-HRTimeline
NorthCoast Asset Management LLC65,524$7.12M0.04%+25,31013F-HR/ATimeline
Insight Wealth Strategies, LLC65,429$7.11M0.96%-197,95213F-HRTimeline
Midwest Financial Group LLC65,149$7.08M4.11%+11,07413F-HRTimeline
Prime Capital Investment Advisors, LLC64,756$7.04M0.08%-52,30013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC64,276$6.99M0.26%-1,51413F-HRTimeline
Fairvoy Private Wealth, LLC64,158$6.97M1.92%+14,00113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC65,947$6.94M1.51%+9,49213F-HRTimeline
FIRST AMERICAN TRUST, FSB62,619$6.81M0.63%-2,42313F-HRTimeline
Janney Montgomery Scott LLC62,414$6.78M0.02%-4,96913F-HRTimeline
Headlands Technologies LLC62,086$6.75M0.77%+41,45413F-HRTimeline
Chesapeake Wealth Management61,669$6.7M2.39%+1,59213F-HRTimeline
EQ LLC61,288$6.66M3.11%+47,51013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.60,922$6.62M0.02%-62413F-HRTimelineGroup
NVWM, LLC60,827$6.61M1.76%+2,48113F-HRTimeline
Qube Research & Technologies Ltd60,283$6.55M0.01%-168,62513F-HRTimeline
Welch & Forbes LLC60,270$6.55M0.09%-1,37113F-HRTimeline
Balefire, LLC60,237$6.55M2.24%-45113F-HRTimeline
Bulltick Wealth Management, LLC60,188$6.54M1.74%-19,97513F-HRTimeline
AOZORA BANK, LTD.60,000$6.52M6.82%013F-HRTimeline
Providence Capital Advisors, LLC59,058$6.42M1.33%+20013F-HRTimeline
RWA WEALTH PARTNERS, LLC58,859$6.4M0.08%-2,82113F-HRTimeline
Police & Firemen's Retirement System of…58,100$6.31M0.06%new13F-HRTimeline
Edgestream Partners, L.P.58,062$6.31M0.21%new13F-HRTimeline
Modus Advisors, LLC57,464$6.25M2.04%-73813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\57,195$6.22M0.01%-230,90413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP57,105$6.21M0.01%+4,87813F-HRTimelineGroup
SevenBridge Financial Group, LLC58,016$6.18M1.22%-28,99713F-HRTimeline
Idaho Trust Co56,626$6.15M2.51%+1,20913F-HRTimeline
Alliance Wealth Management Group56,449$6.14M1.65%+8,38813F-HRTimeline
Evelyn Partners Investment Management (…56,067$6.09M2.28%-72113F-HR/ATimeline
Pinnacle Financial Partners Inc56,285$6.05M0.12%-1,45913F-HRTimeline
Vestmark Advisory Solutions, Inc.55,619$6.05M0.16%-4,05013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO52,873$5.75M0.11%+5,62613F-HRTimeline
NewEdge Wealth, LLC52,751$5.73M0.1%+14,61613F-HRTimeline
Plan Group Financial, LLC51,645$5.61M2%+5,33213F-HRTimeline
Capital Investment Advisors, LLC51,585$5.61M0.11%+39313F-HRTimeline
Keystone Global Partners, LLC51,078$5.55M3.89%13F-HRTimeline
SAX WEALTH ADVISORS, LLC50,129$5.45M0.39%+3,49013F-HRTimeline
Compound Planning, Inc.50,127$5.45M0.25%-11,57013F-HRTimeline
GTS SECURITIES LLC49,289$5.36M0.23%new13F-HRTimeline
Rochester Wealth Strategies, LLC48,099$5.23M4.15%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…47,337$5.15M0.27%+1,35813F-HRTimeline
Madrid Financial Services47,244$5.13M3.74%-5,58013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT46,707$5.08M0.34%+15513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC46,652$5.07M<0.01%-61,82013F-HRTimelineGroup
Turn8 Private Wealth Inc.46,299$5.04M3.94%+5,67913F-HRTimeline
Red Wave Investments LLC46,112$5.01M1.8%-1,71413F-HRTimeline
Steward Partners Investment Advisory, L…45,395$4.93M0.04%+17,45213F-HRTimeline
HRT FINANCIAL LP43,548$4.73M0.03%-199,89513F-HRTimeline
Freedom Investment Management, Inc.43,267$4.7M0.39%-1,36613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,967$4.67M0.14%+42,48413F-HRTimelineGroup
Pines Wealth Management, LLC43,610$4.59M2.12%+3,71113F-HRTimeline
BURNS J W & CO INC/NY42,123$4.58M0.59%+5,37113F-HRTimeline
Ball & Co Wealth Management Inc.41,739$4.54M4.86%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,479$4.51M-12,169Timeline
Graypoint LLC41,215$4.48M0.28%-2,84213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,654$4.31M0.01%+11,20813F-HRTimelineGroup
Sequoia Financial Advisors, LLC39,551$4.3M0.03%+36,94613F-HRTimeline
Full Sail Capital, LLC39,443$4.29M0.28%+2,14913F-HRTimeline
CoreCap Advisors, LLC39,205$4.26M0.19%-4,80913F-HRTimeline
CAMDEN NATIONAL BANK39,142$4.25M0.63%+4,83413F-HRTimeline
PKS Advisory Services, LLC39,180$4.25M1.16%+2413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.38,961$4.23M0.54%+2,07813F-HRTimeline
Cornerstone Management, Inc.38,820$4.22M0.79%+64213F-HRTimeline
Beacon Pointe Advisors, LLC38,673$4.2M0.05%+8,07413F-HRTimeline
SSA SWISS ADVISORS AG38,289$4.16M2.13%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,850$4.11M0.01%-18,23313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.37,759$4.1M3.92%+1913F-HRTimeline
Roberts Financial Services LLC37,716$4.1M0.8%-56713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC37,722$4.08M0.35%+5,15113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,290$4.05M0.03%-2,57613F-HRTimelineGroup
Crabel Capital Management, LLC37,208$4.04M4.37%+22,07713F-HRTimeline
Evolution Wealth Advisors, LLC37,060$4.03M0.67%-76913F-HRTimeline
SBI Securities Co., Ltd.36,631$3.98M0.13%+2,79713F-HRTimeline
Herold Advisors, Inc.35,946$3.91M0.86%+2,96213F-HRTimeline
AAFMAA Wealth Management & Trust LLC35,857$3.9M1.77%-68,48613F-HRTimeline
MIdWestOne Financial Group, Inc.35,588$3.87M0.55%+8,70313F-HRTimeline
AMG National Trust Bank34,704$3.77M0.11%-32513F-HRTimeline
Sowell Financial Services LLC34,655$3.77M0.17%+61713F-HRTimeline
NewEdge Advisors, LLC34,616$3.76M0.02%-29,46213F-HRTimeline
Bishop & Co Investment Management, LLC34,578$3.76M1.45%-59313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.34,199$3.72M0.22%+1,24313F-HRTimelineGroup
Advisory Services Network, LLC33,949$3.69M0.07%+88913F-HRTimeline
LANARK FINANCIAL, INC.33,852$3.68M0.31%+33,81713F-HRTimeline
Independent Solutions Wealth Management…33,742$3.67M0.82%+37513F-HRTimeline
Joseph P. Lucia & Associates, LLC33,642$3.66M1.67%+62513F-HRTimeline
Heritage Wealth Management, Inc. /CA/33,369$3.63M3.1%-1,08913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,023$3.59M0.13%-294,99713F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC32,304$3.51M0.03%+5,52213F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …32,174$3.5M0.45%-61,39413F-HRTimelineGroup
Lionsbridge Wealth Management LLC31,887$3.47M3.08%-2,98913F-HRTimeline
Elm Partners Management LLC31,840$3.46M0.18%+4,26313F-HR/ATimeline
WOLVERINE TRADING, LLC31,675$3.44M0.11%new13F-HRTimeline
CWM, LLCin group CWM, LLC31,564$3.43M0.01%-1,65413F-HRTimelineGroup
Mokosak Advisory Group, LLC30,642$3.33M1.03%+1,57413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,279$3.29M0.01%-1,018,64713F-HRTimelineGroup
SYNTAX RESEARCH, INC.30,260$3.29M2.27%+4,89513F-HRTimeline
OneDigital Investment Advisors LLC30,161$3.28M0.04%-12,31713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,027$3.26M0.13%+12,27813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,024$3.26M<0.01%-51713F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…29,601$3.22M0.03%-95,53313F-HRTimelineGroup
Spectrum Strategic Capital Management, …29,585$3.22M2.02%+70613F-HRTimeline
Invst, LLC29,364$3.19M0.44%+17313F-HRTimeline
TT Capital Management LLC29,330$3.19M2.68%+5,87513F-HRTimeline
Frank, Rimerman Advisors LLC29,313$3.19M0.25%013F-HRTimeline
Wescott Financial Advisory Group, LLC29,257$3.18M0.33%+2,83713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC29,246$3.18M0.09%-2,10013F-HRTimeline
Farrell Financial LLC28,940$3.15M2.29%-2,55513F-HRTimeline
COREPATH WEALTH PARTNERS LLC28,947$3.06M2.92%+2,72113F-HRTimeline
CV Advisors LLC28,175$3.06M1.08%-36513F-HRTimeline
Orion Porfolio Solutions, LLC28,165$3.06M0.03%+1813F-HRTimeline
Orion Portfolio Solutions, LLC28,165$3.06M0.03%+1813F-HR/ATimeline
MMA ASSET MANAGEMENT LLC27,983$3.04M1.28%+2,03413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK27,759$3.02M0.02%-1,94013F-HRTimelineGroup
Eukles Asset Management27,724$3.01M1.32%+32913F-HRTimeline
Horizon Investments, LLC27,821$3M0.09%-2,11813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.27,561$3M0.61%-29813F-HRTimeline
Keel Point, LLC27,543$2.99M0.23%-8313F-HRTimeline
Flagship Private Wealth, LLC27,398$2.98M1.42%+1,16713F-HRTimeline
Crews Bank & Trust27,156$2.95M0.5%+35013F-HRTimeline
Union Bancaire Privee, UBP SA27,764$2.95M0.06%-2,44413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…26,980$2.93M0.3%-1,70713F-HRTimelineGroup
TME FINANCIAL, INC.26,699$2.9M2.52%-4,72713F-HRTimeline
Edge Financial Advisors LLC26,635$2.89M1.83%new13F-HRTimeline
CALTON & ASSOCIATES, INC.26,522$2.88M0.66%new13F-HR/ATimeline
Baker Avenue Asset Management, LP26,461$2.88M0.09%+1,35813F-HRTimeline
Argyle Capital Partners, LLC26,160$2.84M2.44%+1,81813F-HRTimeline
One Wealth Advisors, LLC25,823$2.81M0.42%+1,08113F-HRTimeline
Ironwood Financial, llc25,758$2.8M0.6%-27113F-HRTimeline
KG Capital Management25,678$2.79M0.9%+1,01013F-HRTimeline
Constant Guidance Financial LLC25,612$2.78M3.5%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,464$2.77M0.08%+58213F-HRTimelineGroup
Farther Finance Advisors, LLC25,411$2.76M0.07%+11,84813F-HRTimeline
UMB Bank, n.a.25,333$2.75M0.05%+10,80813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,234$2.74M0.02%-2,68113F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP25,041$2.72M0.26%+2,97513F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV25,019$2.72M1.4%-913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.72M0.44%013F-HRTimeline
Pacifica Partners Inc.24,775$2.7M1.23%+2,37313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,784$2.69M1.42%-41013F-HRTimeline
Note Advisors, LLC24,694$2.68M2.22%+1,12413F-HRTimeline
Clearstead Advisors, LLC24,693$2.68M0.04%-34,59013F-HRTimeline
DUNCKER STREETT & CO INC24,271$2.64M0.52%-2113F-HRTimeline
Alpha Wealth Funds, LLC24,102$2.62M2.84%+1,61713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,019$2.61M0.05%-36,79713F-HRTimelineGroup
Jacobi Capital Management LLC23,850$2.59M0.19%+1,93313F-HRTimeline
Blackhawk Capital Partners, LLC23,563$2.56M1.32%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.23,383$2.54M0.02%+5,24213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,162$2.52M0.04%new13F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC23,105$2.51M1.71%+1,81413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,981$2.5M<0.01%+2,21313F-HRTimelineGroup
J.Safra Asset Management Corp22,869$2.49M0.2%-21,98213F-HR/ATimeline
Avior Wealth Management, LLC22,767$2.47M0.09%-88413F-HRTimeline
CVFG LLC22,627$2.46M2.24%+2,40913F-HRTimeline
Broyhill Asset Management, LLC22,226$2.42M1.97%+7,80413F-HRTimeline
Integrated Wealth Concepts LLC22,141$2.41M0.03%-2,63013F-HRTimeline
VIAWEALTH, LLC22,123$2.4M1.48%-2,32513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC22,064$2.4M1.82%+52913F-HRTimeline
MGO ONE SEVEN LLC21,926$2.38M0.09%-2,94213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,850$2.37M<0.01%013F-HR/ATimelineGroup
Alliance Wealth Advisors, LLC /UT21,839$2.37M0.62%-4,17413F-HRTimeline
FineMark National Bank & Trust21,650$2.35M0.09%+2,19713F-HRTimeline
Sovran Advisors, LLC21,905$2.34M0.3%+5,25013F-HRTimeline
BRADY FAMILY WEALTH, LLC21,392$2.33M0.74%+63313F-HRTimeline
Clarus Wealth Advisors21,550$2.31M1.23%+3,17213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.20,893$2.27M0.03%-105,95713F-HRTimelineGroup
Warwick Investment Management, Inc.20,616$2.24M0.47%-2,02313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,252$2.2M0.14%+6,73213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC20,131$2.19M0.01%+8,50013F-HR/ATimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC20,000$2.17M0.04%-550,00013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC19,923$2.17M0.55%-9513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,759$2.15M<0.01%+5,24413F-HRTimelineGroup
Roundview Capital LLC19,655$2.14M0.15%-1,19713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …19,388$2.11M0.43%new13F-HRTimeline
CW Advisors, LLC19,283$2.1M0.03%-24,95413F-HRTimeline