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Disclosery

LQD ISHARES TR

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SHS (fund)

1,043 managers (1,059 13F filers) reported a position in LQD shares at 2025-06-30, 267,991,014 shares in all. 91 filers opened a position and 82 filers sold out during the quarter.

Managers
1,043
13F filers
1,059
New
91
Added
358
Reduced
421
Sold out
82
Shares held by filers
267,991,014

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…78,579$8.61M0.02%-46,73413F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…77,963$8.55M0.12%-54313F-HRTimelineGroup
Heartwood Wealth Advisors LLC77,221$8.46M0.88%+40713F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP77,000$8.44M0.71%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd76,944$8.43M0.58%-116,33213F-HRTimelineGroup
WBH ADVISORY INC76,497$8.38M0.71%+4,38413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp75,660$8.29M0.03%-13,68613F-HRTimelineGroup
JMAC ENTERPRISES LLC75,467$8.27M1.77%+9,87613F-HRTimeline
Beta Wealth Group, Inc.74,462$8.16M2.99%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB74,360$8.15M0.65%+11,74113F-HRTimeline
Mariner, LLCin group Mariner, LLC74,224$8.13M0.01%-95013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…72,219$7.92M0.07%+42,61813F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC71,727$7.86M0.18%-38,90013F-HRTimelineGroup
Rothschild Wealth LLC71,340$7.82M1.92%+2,38013F-HRTimeline
PINKERTON WEALTH, LLC70,733$7.75M0.93%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC70,803$7.74M1.4%+4,85613F-HRTimeline
Axos Invest Inc.69,804$7.65M5.78%-1,93613F-HRTimeline
NVWM, LLC69,735$7.64M1.85%+8,90813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP69,348$7.6M0.01%-84,22213F-HR/ATimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co69,073$7.57M1.72%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.67,739$7.42M<0.01%-1,84813F-HRTimeline
Mutual Advisors, LLC67,910$7.4M0.18%-1,88413F-HRTimeline
COMERICA BANK66,470$7.29M0.03%-3,51613F-HRTimeline
Integrated Advisors Network LLC66,288$7.27M0.33%-8,50413F-HRTimeline
Keystone Global Partners, LLC65,469$7.18M3.91%+14,39113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS65,411$7.17M0.27%-1,93713F-HRTimelineGroup
Fairvoy Private Wealth, LLC65,191$7.15M1.78%+1,03313F-HRTimeline
Summit Financial, LLC65,183$7.14M0.16%-2,93213F-HRTimeline
Perigon Wealth Management, LLC64,064$7.02M0.16%-4,05613F-HRTimeline
Insight Wealth Strategies, LLC63,665$6.96M0.88%-1,76413F-HRTimeline
Chesapeake Wealth Management62,114$6.81M2.27%+44513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC61,630$6.76M0.01%+21,97613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\61,614$6.75M0.01%+4,41913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.61,325$6.72M0.02%+40313F-HRTimelineGroup
Providence Capital Advisors, LLC60,433$6.62M1.22%+1,37513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,157$6.59M0.01%-26,48813F-HRTimeline
Central Pacific Bank - Trust Division60,045$6.58M0.84%-6,60013F-HRTimeline
AOZORA BANK, LTD.60,000$6.58M6.78%013F-HRTimeline
Balefire, LLC59,931$6.57M1.43%-30613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP59,341$6.5M<0.01%-65,12413F-HRTimelineGroup
Modus Advisors, LLC58,890$6.45M1.92%+1,42613F-HRTimeline
Welch & Forbes LLC58,745$6.44M0.08%-1,52513F-HRTimeline
Alliance Wealth Management Group58,617$6.42M1.64%+2,16813F-HRTimeline
Police & Firemen's Retirement System of…58,100$6.37M0.06%013F-HRTimeline
RWA WEALTH PARTNERS, LLC58,046$6.36M0.08%-81313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP57,282$6.28M0.01%+17713F-HRTimelineGroup
Evelyn Partners Investment Management (…56,712$6.22M2.23%+64513F-HR/ATimeline
Compound Planning, Inc.55,464$6.08M0.23%+5,33713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,383$6.07M0.01%-822,41713F-HRTimelineGroup
Midwest Financial Group LLC55,195$6.05M3.18%-9,95413F-HRTimeline
Atria Wealth Solutions, Inc.54,882$6.01M0.14%-73,93013F-HRTimeline
Idaho Trust Co54,527$5.98M2.14%-2,09913F-HRTimeline
SAX WEALTH ADVISORS, LLC54,457$5.97M0.36%+4,32813F-HRTimeline
Vestmark Advisory Solutions, Inc.54,322$5.95M0.09%-1,29713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO54,115$5.93M0.1%+1,24213F-HRTimeline
Steward Partners Investment Advisory, L…53,137$5.82M0.05%+7,74213F-HRTimeline
NewEdge Advisors, LLC52,109$5.71M0.03%+17,49313F-HRTimeline
Aptus Capital Advisors, LLC52,065$5.71M0.06%-18,85013F-HRTimeline
Capital Investment Advisors, LLC51,710$5.67M0.1%+12513F-HR/ATimeline
TWO SIGMA SECURITIES, LLC51,294$5.62M0.69%+48,66313F-HRTimeline
NewEdge Wealth, LLC51,093$5.61M0.09%-1,65813F-HRTimeline
David J Yvars Group49,727$5.45M3.19%+40,74113F-HRTimeline
Pinnacle Financial Partners Inc48,518$5.32M0.11%-7,76713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC47,125$5.17M0.18%-17,15113F-HRTimeline
Turn8 Private Wealth Inc.46,239$5.07M3.66%-6013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP46,010$5.04M0.36%-120,95513F-HRTimelineGroup
Red Wave Investments LLC45,688$5.01M1.65%-42413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,555$4.99M0.01%new13F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT45,288$4.96M0.32%-1,41913F-HRTimelineGroup
Janney Montgomery Scott LLC44,212$4.85M0.01%-18,20213F-HRTimeline
Pines Wealth Management, LLC44,394$4.84M1.71%+78413F-HRTimeline
SevenBridge Financial Group, LLC42,994$4.72M0.83%-15,02213F-HRTimeline
BCS Private Wealth Management, Inc.42,910$4.7M1.77%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…42,460$4.65M0.24%-4,87713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC41,714$4.57M0.35%+3,99213F-HRTimeline
CAMDEN NATIONAL BANK40,991$4.49M0.65%+1,84913F-HRTimeline
Freedom Investment Management, Inc.40,795$4.47M0.36%-2,47213F-HRTimeline
Madrid Financial Services40,517$4.44M3.01%-6,72713F-HRTimeline
IPG Investment Advisors LLC40,186$4.4M0.86%+33,82913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P40,000$4.38M0.01%-44,42013F-HRTimelineGroup
Rochester Wealth Strategies, LLC39,530$4.33M3.11%-8,56913F-HRTimeline
BURNS J W & CO INC/NY39,267$4.3M0.52%-2,85613F-HRTimeline
SBI Securities Co., Ltd.39,159$4.29M0.12%+2,52813F-HRTimeline
Graypoint LLC38,887$4.26M0.24%-2,32813F-HRTimeline
Cornerstone Management, Inc.38,764$4.25M0.74%-5613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding38,095$4.18M-3,384Timeline
Full Sail Capital, LLC38,068$4.17M0.24%-1,37513F-HRTimeline
Beacon Pointe Advisors, LLC37,814$4.14M0.04%-85913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.37,788$4.14M0.49%-1,17313F-HRTimeline
Lantern Wealth Advisors, LLC37,582$4.12M2.45%13F-HRTimeline
Elm Partners Management LLC37,569$4.12M0.19%+5,72913F-HR/ATimeline
Herold Advisors, Inc.37,306$4.09M0.86%+1,36013F-HRTimeline
SSA SWISS ADVISORS AG37,393$4.07M1.96%-89613F-HRTimeline
Plan Group Financial, LLC37,081$4.06M1.34%-14,56413F-HRTimeline
Evolution Wealth Advisors, LLC36,556$4.01M0.59%-50413F-HRTimeline
IMC-Chicago, LLC36,502$4M0.1%new13F-HRTimeline
Advisory Services Network, LLC36,568$3.99M0.06%+2,61913F-HRTimeline
Sagil Capital LLP36,200$3.97M2.14%new13F-HRTimeline
PKS Advisory Services, LLC35,846$3.93M1%-3,33413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,553$3.88M<0.01%+5,52913F-HRTimelineGroup
Sequoia Financial Advisors, LLC35,358$3.88M0.03%-4,19313F-HRTimeline
NorthCoast Asset Management LLC35,159$3.85M0.02%-30,36513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…35,000$3.84M0.04%new13F-HRTimelineGroup
Sowell Financial Services LLC34,778$3.81M0.16%+12313F-HRTimeline
Heritage Wealth Management, Inc. /CA/34,662$3.8M2.88%+1,29313F-HRTimeline
SYNTAX RESEARCH, INC.34,468$3.78M2.68%+4,20813F-HRTimeline
CWM, LLCin group CWM, LLC34,350$3.77M0.01%+2,78613F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC34,004$3.73M1.53%+36213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …33,833$3.71M0.5%+1,65913F-HRTimelineGroup
Independent Solutions Wealth Management…33,581$3.68M0.72%-16113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,471$3.67M0.12%+44813F-HRTimelineGroup
TME FINANCIAL, INC.33,291$3.65M2.95%+6,59213F-HRTimeline
Alpha Wealth Funds, LLC33,107$3.63M3.39%+9,00513F-HR/ATimeline
LANARK FINANCIAL, INC.32,763$3.59M0.29%-1,08913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,226$3.42M1.04%-45,77613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC30,866$3.38M0.02%-1,43813F-HR/ATimelineGroup
Wescott Financial Advisory Group, LLC30,803$3.38M0.32%+1,54613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC30,730$3.37M0.33%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC30,420$3.33M1.28%+2,43713F-HRTimeline
COREPATH WEALTH PARTNERS LLC30,532$3.33M2.81%+1,58513F-HRTimeline
AMG National Trust Bank30,209$3.31M0.09%-4,49513F-HRTimeline
CoreCap Advisors, LLC29,838$3.27M0.13%-9,36713F-HRTimeline
OneDigital Investment Advisors LLC29,771$3.26M0.04%-39013F-HRTimeline
Mokosak Advisory Group, LLC29,388$3.22M0.91%-1,25413F-HRTimeline
TT Capital Management LLC29,335$3.22M2.61%+513F-HR/ATimeline
Roberts Financial Services LLC29,160$3.2M1.1%-8,55613F-HRTimeline
Frank, Rimerman Advisors LLC29,075$3.19M0.21%-23813F-HRTimeline
CALTON & ASSOCIATES, INC.29,070$3.19M0.55%+2,54813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC29,065$3.19M0.09%-18113F-HRTimeline
Farrell Financial LLC28,762$3.15M2.12%-17813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,721$3.15M0.01%-9,12913F-HRTimeline
Apella Capital, LLC28,790$3.12M0.08%new13F-HRTimeline
Flagship Private Wealth, LLC28,429$3.12M1.32%+1,03113F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.28,398$3.11M0.01%+28,39813F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP28,334$3.11M0.29%+3,29313F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK27,967$3.07M0.02%+20813F-HRTimelineGroup
Argyle Capital Partners, LLC27,592$3.02M2.49%+1,43213F-HRTimeline
Eukles Asset Management27,451$3.01M1.23%-27313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27,409$3M0.28%+42913F-HRTimelineGroup
Integrated Wealth Concepts LLC27,362$3M0.03%+5,22113F-HRTimeline
Union Bancaire Privee, UBP SA27,764$2.96M0.04%013F-HRTimeline
Waterloo Capital, L.P.26,785$2.94M0.24%+24,36213F-HRTimeline
KG Capital Management26,570$2.91M0.86%+89213F-HRTimeline
Waverly Advisors, LLC26,482$2.9M0.03%+17,68013F-HRTimeline
Keel Point, LLC26,418$2.9M0.19%-1,12513F-HRTimeline
CV Advisors LLC26,400$2.89M0.89%-1,77513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,283$2.88M0.02%+1,04913F-HRTimelineGroup
One Wealth Advisors, LLC26,205$2.87M0.4%+38213F-HRTimeline
Baker Avenue Asset Management, LP26,016$2.85M0.08%-44513F-HRTimeline
Invst, LLC25,676$2.81M0.35%-3,68813F-HRTimeline
Note Advisors, LLC25,595$2.81M1.94%+90113F-HRTimeline
Ironwood Financial, llc25,758$2.8M0.6%013F-HRTimeline
Spectrum Strategic Capital Management, …25,475$2.79M1.78%-4,11013F-HRTimeline
Farther Finance Advisors, LLC25,278$2.77M0.06%-13313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV25,021$2.74M1.32%+213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.74M0.43%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.24,998$2.74M2.31%-12,76113F-HRTimeline
Jacobi Capital Management LLC24,803$2.72M0.18%+95313F-HRTimeline
Pacifica Partners Inc.24,820$2.71M1.1%+4513F-HRTimeline
Crews Bank & Trust24,526$2.69M0.42%-2,63013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,418$2.68M2.14%+2,35413F-HRTimeline
CVFG LLC24,378$2.67M2.12%+1,75113F-HRTimeline
Clearstead Advisors, LLC24,376$2.67M0.04%-31713F-HRTimeline
Constant Guidance Financial LLC24,360$2.67M2.68%-1,25213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,181$2.65M1.29%-60313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC24,048$2.64M1.36%+94313F-HRTimeline
Bishop & Co Investment Management, LLC23,891$2.62M0.94%-10,68713F-HRTimeline
MIdWestOne Financial Group, Inc.23,834$2.61M0.34%-11,75413F-HRTimeline
DUNCKER STREETT & CO INC23,673$2.59M0.47%-59813F-HRTimeline
&PARTNERS23,459$2.57M0.02%+7,40413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,346$2.56M0.04%-67313F-HRTimelineGroup
J.Safra Asset Management Corp23,330$2.56M0.18%+46113F-HR/ATimeline
Sovran Advisors, LLC23,101$2.5M0.26%+1,19613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.22,625$2.48M0.46%-4,93613F-HRTimeline
Bulltick Wealth Management, LLC22,490$2.47M0.61%-37,69813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,112$2.42M<0.01%-86913F-HRTimelineGroup
Avior Wealth Management, LLC22,025$2.41M0.08%-74213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,012$2.41M0.67%+2,08913F-HRTimelineGroup
Clarus Wealth Advisors22,128$2.39M1.11%+57813F-HRTimeline
ASPIRIANT, LLC21,626$2.37M0.08%new13F-HRTimeline
MGO ONE SEVEN LLC21,498$2.36M0.08%-42813F-HRTimeline
BRADY FAMILY WEALTH, LLC21,274$2.33M0.72%-11813F-HRTimeline
Foundations Investment Advisors, LLC21,262$2.33M0.04%+16,80913F-HRTimeline
SIG BROKERAGE, LP20,848$2.29M0.63%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.20,620$2.26M1.43%+1,33513F-HRTimeline
ShoreHaven Wealth Partners, LLC20,597$2.26M0.92%+3,93613F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.20,435$2.24M0.02%-2,94813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department20,370$2.23M1.48%+3,87313F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.20,166$2.21M1.71%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,134$2.21M0.19%+1,40113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,131$2.21M<0.01%013F-HR/ATimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC20,000$2.19M0.04%013F-HRTimelineGroup
DRW Securities, LLC19,957$2.19M0.15%new13F-HRTimeline
Merit Financial Group, LLC19,854$2.18M0.02%+13,17213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,655$2.15M0.04%+5,77213F-HRTimelineGroup
UMB Bank, n.a.19,589$2.15M0.03%-5,74413F-HR/ATimeline
FineMark National Bank & Trust19,340$2.12M0.07%-2,31013F-HRTimeline
Orion Porfolio Solutions, LLC19,183$2.1M0.02%-8,98213F-HR/ATimeline
CW Advisors, LLC19,119$2.1M0.02%-16413F-HRTimeline
Brookwood Investment Group LLC18,983$2.08M0.34%+43613F-HRTimeline