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Disclosery

LQD ISHARES TR

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SHS (fund)

1,042 managers (1,055 13F filers) reported a position in LQD shares at 2025-09-30, 269,509,573 shares in all. 85 filers opened a position and 82 filers sold out during the quarter.

Managers
1,042
13F filers
1,055
New
85
Added
429
Reduced
359
Sold out
82
Shares held by filers
269,509,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
US BANCORP \DE\in group US BANCORP \DE\84,833$9.46M0.01%+23,21913F-HRTimelineGroup
TD Waterhouse Canada Inc.84,184$9.4M0.06%+43713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.83,981$9.36M0.32%+83,90613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP83,949$9.34M0.01%+48,39613F-HRTimelineGroup
Steward Partners Investment Advisory, L…83,708$9.33M0.05%+30,57113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC80,989$9.03M1.33%+64,90613F-HRTimelineGroup
WBH ADVISORY INC80,716$9M0.69%+4,21913F-HRTimeline
Private Advisor Group, LLC80,466$8.97M0.04%-1,61313F-HRTimeline
Integrated Advisors Network LLC79,706$8.88M0.37%+13,41813F-HRTimeline
JMAC ENTERPRISES LLC79,424$8.85M1.75%+3,95713F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC78,690$8.77M0.59%013F-HRTimeline
Heartwood Wealth Advisors LLC78,660$8.77M0.82%+1,43913F-HRTimeline
Mariner, LLCin group Mariner, LLC78,285$8.73M0.01%+4,06113F-HRTimelineGroup
Headlands Technologies LLC78,189$8.72M0.7%+63,11913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…77,309$8.62M0.11%-65413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC76,948$8.58M1.27%+25,65413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…75,184$8.38M2.47%-3,54013F-HRTimelineGroup
Rothschild Wealth LLC74,517$8.31M1.81%+3,17713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC74,013$8.25M1.3%+3,21013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,109$8.15M0.02%-5,47013F-HRTimelineGroup
NVWM, LLC73,068$8.14M1.83%+3,33313F-HRTimeline
Alliance Wealth Management Group71,173$7.93M1.76%+12,55613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC71,115$7.93M0.01%+9,48513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp71,050$7.92M0.03%-4,61013F-HRTimelineGroup
Lakeridge Wealth Management LLC70,826$7.89M3.51%-48,26413F-HRTimeline
COMERICA BANK70,812$7.89M0.03%+4,34213F-HRTimeline
Chesapeake Wealth Management70,446$7.85M2.4%+8,33213F-HRTimeline
Mutual Advisors, LLC69,681$7.84M0.17%+1,77113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP69,213$7.72M0.01%+11,93113F-HRTimelineGroup
Crabel Capital Management, LLC68,367$7.62M6.82%-12,21513F-HRTimeline
Axos Invest Inc.67,832$7.56M5.66%-1,97213F-HRTimeline
ALLIANCEBERNSTEIN L.P.67,472$7.52M<0.01%-26713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP67,361$7.51M0.01%-1,98713F-HRTimelineGroup
FLOW TRADERS U.S. LLC67,353$7.51M0.3%new13F-HRTimeline
Idaho Trust Co67,205$7.49M2.52%+12,67813F-HRTimeline
Perigon Wealth Management, LLC66,580$7.42M0.15%+2,51613F-HRTimeline
Compound Planning, Inc.66,311$7.39M0.24%+10,84713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd65,020$7.25M0.09%+48,64013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS64,702$7.21M0.27%-70913F-HRTimelineGroup
Keystone Global Partners, LLC63,746$7.11M3.62%-1,72313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV62,590$6.98M0.01%+33,86913F-HRTimeline
Providence Capital Advisors, LLC62,340$6.95M1.2%+1,90713F-HRTimeline
Waterloo Capital, L.P.62,182$6.93M0.52%+35,39713F-HRTimeline
OLD MISSION CAPITAL LLC61,774$6.89M0.25%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM60,000$6.88M0.85%new13F-HRTimelineGroup
PINKERTON WEALTH, LLC61,571$6.86M0.74%-9,16213F-HRTimeline
Insight Wealth Strategies, LLC61,526$6.86M0.81%-2,13913F-HRTimeline
Central Pacific Bank - Trust Division61,235$6.83M0.83%+1,19013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,074$6.81M0.01%+91713F-HRTimeline
Fairvoy Private Wealth, LLC60,611$6.76M1.54%-4,58013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd60,404$6.73M0.38%-16,54013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO60,348$6.73M0.1%+6,23313F-HRTimeline
Modus Advisors, LLC60,183$6.71M1.82%+1,29313F-HRTimeline
AOZORA BANK, LTD.60,000$6.69M6.8%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.59,597$6.64M0.02%-1,72813F-HRTimelineGroup
Balefire, LLC59,483$6.63M1.32%-44813F-HRTimeline
Evelyn Partners Investment Management (…58,869$6.56M2.27%+2,15713F-HRTimeline
RWA WEALTH PARTNERS, LLC58,449$6.52M0.07%+40313F-HRTimeline
Welch & Forbes LLC58,279$6.5M0.08%-46613F-HRTimeline
Curran Financial Partners, LLC56,621$6.31M1.25%-35,76413F-HRTimeline
Midwest Financial Group LLC55,588$6.2M2.95%+39313F-HRTimeline
David J Yvars Group53,522$5.97M3.2%+3,79513F-HRTimeline
Lighthouse Financial LLC53,384$5.95M3.93%+35,10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,145$5.81M<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC51,939$5.79M0.1%+22913F-HRTimeline
NewEdge Wealth, LLC50,995$5.63M0.08%-9813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC49,876$5.56M0.18%+2,75113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …49,372$5.41M0.64%+15,53913F-HRTimelineGroup
Janney Montgomery Scott LLC48,116$5.36M0.01%+3,90413F-HRTimeline
Rochester Wealth Strategies, LLC46,899$5.23M3.42%+7,36913F-HRTimeline
CAMDEN NATIONAL BANK46,479$5.18M0.72%+5,48813F-HRTimeline
SAX WEALTH ADVISORS, LLC46,402$5.17M0.28%-8,05513F-HRTimeline
Pines Wealth Management, LLC46,286$5.16M1.74%+1,89213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT44,921$5.01M0.3%-36713F-HRTimelineGroup
Turn8 Private Wealth Inc.42,944$4.79M3.44%-3,29513F-HRTimeline
Beacon Pointe Advisors, LLC42,877$4.78M0.04%+5,06313F-HRTimeline
Cornerstone Management, Inc.42,772$4.77M0.79%+4,00813F-HRTimeline
Red Wave Investments LLC42,666$4.76M1.46%-3,02213F-HRTimeline
Aptus Capital Advisors, LLC42,600$4.75M0.04%-9,46513F-HRTimeline
SBI Securities Co., Ltd.42,462$4.73M0.12%+3,30313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.42,244$4.71M0.51%+4,45613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV41,994$4.68M1.3%+10,76813F-HR/ATimeline
Lantern Wealth Advisors, LLC40,113$4.47M2.37%+2,53113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P40,000$4.46M0.01%013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…39,780$4.43M0.23%-2,68013F-HRTimeline
BURNS J W & CO INC/NY39,490$4.4M0.5%+22313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,403$4.39M0.3%-2,31113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…39,261$4.38M1.97%new13F-HRTimeline
Worth Asset Management, LLC39,001$4.35M1.95%new13F-HRTimeline
SSA SWISS ADVISORS AG38,363$4.28M1.99%+97013F-HRTimeline
BCS Private Wealth Management, Inc.38,160$4.25M1.52%-4,75013F-HRTimeline
Sequoia Financial Advisors, LLC37,626$4.19M0.03%+2,26813F-HRTimeline
SYNTAX RESEARCH, INC.37,604$4.19M2.69%+3,13613F-HRTimeline
PKS Advisory Services, LLC36,823$4.1M0.86%+97713F-HRTimeline
Madrid Financial Services36,413$4.06M2.54%-4,10413F-HRTimeline
Advisory Services Network, LLC36,374$4.05M0.06%-19413F-HRTimeline
Sagil Capital LLP36,200$4.04M2.44%013F-HRTimeline
MMA ASSET MANAGEMENT LLC36,170$4.03M1.35%+5,75013F-HRTimeline
NorthCoast Asset Management LLC36,085$4.02M0.02%+92613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP35,749$3.98M<0.01%-23,59213F-HRTimelineGroup
Sowell Financial Services LLC35,518$3.96M0.15%+74013F-HRTimeline
Independent Solutions Wealth Management…35,432$3.95M0.7%+1,85113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC35,259$3.93M0.03%+4,39313F-HRTimelineGroup
TME FINANCIAL, INC.34,759$3.87M2.9%+1,46813F-HRTimeline
Joseph P. Lucia & Associates, LLC34,181$3.81M1.44%+17713F-HRTimeline
COREPATH WEALTH PARTNERS LLC34,080$3.79M2.75%+3,54813F-HRTimeline
SevenBridge Financial Group, LLC33,904$3.77M0.62%-9,09013F-HRTimeline
Heritage Wealth Management, Inc. /CA/33,782$3.77M2.57%-88013F-HRTimeline
CoreCap Advisors, LLC33,342$3.72M0.14%+3,50413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding33,300$3.71M-4,795Timeline
Wescott Financial Advisory Group, LLC32,995$3.68M0.33%+2,19213F-HRTimeline
LWM ADVISORS INC32,747$3.65M3.28%new13F-HRTimeline
RFG Advisory, LLC32,648$3.64M0.08%+21,03113F-HRTimeline
LANARK FINANCIAL, INC.32,626$3.64M0.28%-13713F-HRTimeline
Full Sail Capital, LLC31,453$3.51M0.19%-6,61513F-HRTimeline
&PARTNERS31,300$3.49M0.02%+7,84113F-HRTimeline
Alpha Wealth Funds, LLC31,107$3.47M2.84%-2,00013F-HRTimeline
Waverly Advisors, LLC30,945$3.45M0.03%+4,46313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP30,460$3.4M0.28%+2,12613F-HRTimelineGroup
Flagship Private Wealth, LLC30,328$3.38M1.36%+1,89913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,279$3.38M0.28%+2,87013F-HRTimelineGroup
Invst, LLC30,243$3.37M0.38%+4,56713F-HRTimeline
CWM, LLCin group CWM, LLC29,928$3.34M0.01%-4,42213F-HRTimelineGroup
Argyle Capital Partners, LLC29,908$3.33M2.39%+2,31613F-HRTimeline
SYKON CAPITAL LLC29,870$3.33M1.11%new13F-HRTimeline
Integrated Wealth Concepts LLC29,783$3.32M0.03%+2,42113F-HRTimeline
Mokosak Advisory Group, LLC29,720$3.31M0.87%+33213F-HRTimeline
OneDigital Investment Advisors LLC29,212$3.26M0.03%-55913F-HRTimeline
Note Advisors, LLC29,175$3.25M1.93%+3,58013F-HRTimeline
CALTON & ASSOCIATES, INC.29,164$3.25M0.49%+9413F-HRTimeline
Farrell Financial LLC29,090$3.24M2.03%+32813F-HRTimeline
Roberts Financial Services LLC29,006$3.23M1.04%-15413F-HRTimeline
Frank, Rimerman Advisors LLC28,986$3.23M0.21%-8913F-HRTimeline
AMG National Trust Bank28,854$3.22M0.08%-1,35513F-HRTimeline
Eukles Asset Management28,830$3.21M1.25%+1,37913F-HRTimeline
CVFG LLC28,813$3.21M2.32%+4,43513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC28,665$3.2M0.09%-40013F-HRTimeline
Baker Avenue Asset Management, LP28,623$3.19M0.08%+2,60713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.28,388$3.16M0.01%-1013F-HRTimelineGroup
TT Capital Management LLC28,136$3.14M2.4%-1,19913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK27,899$3.11M0.02%-6813F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd27,316$3.04M0.16%new13F-HRTimelineGroup
Spectrum Strategic Capital Management, …27,069$3.02M1.81%+1,59413F-HRTimeline
Vestmark Advisory Solutions, Inc.26,875$3M0.06%-27,44713F-HRTimeline
Union Bancaire Privee, UBP SA27,204$2.97M0.04%-56013F-HRTimeline
One Wealth Advisors, LLC26,493$2.95M0.37%+28813F-HRTimeline
CV Advisors LLC26,400$2.94M0.82%013F-HRTimeline
Pacifica Partners Inc.25,838$2.88M1.03%+1,01813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC25,841$2.88M1.36%+1,79313F-HRTimeline
Jacobi Capital Management LLC25,794$2.88M0.18%+99113F-HRTimeline
J.Safra Asset Management Corp25,681$2.86M0.17%+2,35113F-HRTimeline
KG Capital Management25,577$2.85M0.78%-99313F-HRTimeline
Ironwood Financial, llc25,511$2.84M0.5%-24713F-HRTimeline
Keel Point, LLC25,480$2.84M0.17%-93813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV25,023$2.79M1.29%+213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.79M0.36%013F-HRTimeline
Plan Group Financial, LLC24,916$2.78M0.75%-12,16513F-HRTimeline
FineMark National Bank & Trust24,489$2.73M0.09%+5,14913F-HRTimeline
Crews Bank & Trust23,911$2.67M0.39%-61513F-HRTimeline
Procyon Advisors, LLC23,822$2.66M0.16%new13F-HRTimeline
Bishop & Co Investment Management, LLC23,732$2.65M0.88%-15913F-HRTimeline
Clearstead Advisors, LLC23,662$2.64M0.04%-71413F-HRTimeline
Florin Court Capital LLP23,600$2.63M2.06%+8,70013F-HRTimeline
Clarus Wealth Advisors23,547$2.63M1.16%+1,41913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,559$2.63M2.16%-85913F-HRTimeline
MIdWestOne Financial Group, Inc.23,520$2.62M0.32%-31413F-HRTimeline
DUNCKER STREETT & CO INC23,439$2.61M0.46%-23413F-HRTimeline
Orion Porfolio Solutions, LLC23,409$2.61M0.02%+4,22613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP23,364$2.6M0.02%-2,91913F-HR/ATimelineGroup
BankPlus Wealth Management LLCin group BankPlus Trust Department22,698$2.53M1.49%+2,32813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC22,332$2.49M0.17%+2,19813F-HRTimeline
MGO ONE SEVEN LLC22,325$2.49M0.06%+82713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,284$2.48M0.76%+27213F-HRTimelineGroup
IEQ CAPITAL, LLC22,187$2.47M0.01%+10,11713F-HRTimeline
AE Wealth Management LLC22,164$2.47M0.02%+16,09113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,003$2.45M<0.01%+5,47013F-HRTimelineGroup
Avior Wealth Management, LLC21,794$2.43M0.08%-23113F-HRTimeline
Good Steward Wealth Advisors,LLC21,202$2.36M1.63%+2,59213F-HRTimeline
Gladwyn Financial Advisors, Inc.21,107$2.35M1.69%+94113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,038$2.35M<0.01%-1,07413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,929$2.33M0.03%-2,41713F-HRTimelineGroup
Heck Capital Advisors, LLC20,925$2.33M0.18%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.20,517$2.29M1.24%-3,66413F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP20,516$2.29M0.2%-398,87013F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.20,483$2.28M1.34%-13713F-HRTimeline
BRADY FAMILY WEALTH, LLC20,454$2.28M0.71%-82013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,319$2.26M0.29%+1,53213F-HRTimeline
Coordinated Financial Services, Inc.20,181$2.25M1.44%+1,92513F-HRTimeline
Evolution Wealth Advisors, LLC20,146$2.25M0.3%-16,41013F-HRTimeline
Perennial Investment Advisors, LLC20,046$2.23M0.18%+1,70513F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC20,000$2.23M0.04%013F-HRTimelineGroup
Merit Financial Group, LLC19,555$2.18M0.02%-29913F-HR/ATimeline
Lifestyle Asset Management, Inc.19,506$2.17M0.74%+10,91913F-HRTimeline
Private Advisory Group LLC19,423$2.17M0.19%+11,16713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,320$2.15M0.04%-33513F-HRTimelineGroup
Brookwood Investment Group LLC19,065$2.13M0.27%+8213F-HRTimeline
Mandatum Life Insurance Co Ltd18,802$2.1M0.5%013F-HRTimeline
Ballast, Inc.18,678$2.08M0.51%+1,11613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP18,323$2.05M0.35%+16113F-HRTimeline
Smartleaf Asset Management LLC18,162$2.03M0.13%+2,08413F-HRTimeline