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Disclosery

LQD ISHARES TR

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SHS (fund)

1,095 managers (1,111 13F filers) reported a position in LQD shares at 2026-03-31, 339,841,898 shares in all. 80 filers opened a position and 120 filers sold out during the quarter.

Managers
1,095
13F filers
1,111
New
80
Added
449
Reduced
385
Sold out
120
Shares held by filers
339,841,898

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Strategic Investment Advisors / MI87,138$9.51M0.66%+8,90913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC86,911$9.47M1.26%+10,79613F-HRTimeline
Legacy Private Trust Co.86,343$9.41M0.58%+20,99613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.85,581$9.33M0.22%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,363$9.31M0.02%-84,68413F-HRTimeline
BCS Private Wealth Management, Inc.85,242$9.29M2.82%+26,46213F-HRTimeline
JMAC ENTERPRISES LLC84,869$9.25M1.77%+1,78013F-HRTimeline
FIRST AMERICAN TRUST, FSB84,657$9.23M0.62%-36,10113F-HRTimeline
Winthrop Capital Management, LLC84,566$9.22M2.37%-8,08313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC83,690$9.12M0.7%+5,00013F-HRTimeline
Private Advisor Group, LLC82,740$9.02M0.04%+4,26513F-HRTimeline
WBH ADVISORY INC82,589$8.97M0.67%+12,03213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…81,694$8.9M2.45%+7,95613F-HRTimelineGroup
Central Pacific Bank - Trust Division79,960$8.71M1.11%013F-HRTimeline
PINKERTON WEALTH, LLC77,999$8.59M0.78%+13,42413F-HRTimeline
Curran Financial Partners, LLC75,937$8.28M1.48%+12,21713F-HRTimeline
Perigon Wealth Management, LLC75,645$8.24M0.15%+5,57813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…75,236$8.2M0.1%-10813F-HRTimelineGroup
NVWM, LLC75,098$8.18M1.82%-1,55813F-HRTimeline
Chesapeake Wealth Management74,943$8.17M2.51%+1,83113F-HRTimeline
ALLIANCEBERNSTEIN L.P.73,532$8.1M<0.01%+35713F-HRTimeline
Connecticut Capital Management Group, L…74,274$8.1M7.65%+1,06513F-HRTimeline
Torrey-Payne Wealth Management, LLC73,166$7.97M7.31%+2,08713F-HRTimeline
Janney Montgomery Scott LLC71,757$7.82M0.02%+31,27113F-HRTimeline
Horizon Investments, LLC71,406$7.72M0.09%-60,91213F-HRTimeline
Capital Asset Advisory Services LLC69,928$7.69M0.3%new13F-HRTimeline
One Capital Management, LLC70,126$7.64M0.21%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd69,044$7.53M0.07%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
FLPUTNAM INVESTMENT MANAGEMENT CO68,663$7.48M0.11%+2,86913F-HRTimeline
Income Insurance Ltd68,570$7.47M5.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Modus Advisors, LLC68,175$7.43M2.05%+3,13513F-HRTimeline
Providence Capital Advisors, LLC67,372$7.34M1.2%+3,05113F-HRTimeline
Waterloo Capital, L.P.67,015$7.3M0.51%+9,75913F-HRTimeline
Foguth Wealth Management, LLC.66,388$7.26M0.85%-24,44113F-HRTimeline
Summit Financial, LLC66,375$7.23M0.09%-19,49113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP64,417$7.02M0.01%-2,33713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS62,780$6.84M0.28%-1,67513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV62,051$6.76M0.01%-5,47113F-HRTimeline
David J Yvars Group61,780$6.73M3.76%+2,13813F-HRTimeline
Mutual Advisors, LLC60,747$6.62M0.14%-1,02613F-HRTimeline
Man Group plcin group Man Group plc60,600$6.6M0.01%-901,17813F-HRTimelineGroup
1607 Capital Partners, LLC60,310$6.57M0.47%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.60,083$6.55M0.02%+28613F-HRTimelineGroup
Sonoma Allocations LLC58,945$6.43M2.22%-20,46913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC58,823$6.41M0.2%+2,96113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,635$6.39M0.01%+56,68613F-HRTimelineGroup
Balefire, LLC58,083$6.33M1.19%-80913F-HRTimeline
Turn8 Private Wealth Inc.58,063$6.33M3.95%+16,53113F-HRTimeline
SYNTAX RESEARCH, INC.57,915$6.31M4.02%+23313F-HRTimeline
Evelyn Partners Investment Management (…57,274$6.24M2.15%-1,18413F-HRTimeline
Keystone Global Partners, LLC57,084$6.22M2.76%+1,29513F-HRTimeline
Rochester Wealth Strategies, LLC56,141$6.12M3.71%+5,93513F-HRTimeline
Welch & Forbes LLC55,870$6.09M0.08%-67713F-HRTimeline
Townsend Financial Planning, LLC55,631$6.06M5.87%-59613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\55,569$6.06M0.01%-19,80713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp55,547$6.05M0.02%-9,47013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC55,389$6.04M0.05%+6,93313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP54,712$5.87M0.01%-8,45113F-HRTimelineGroup
5th Street Advisors, LLC52,792$5.75M2.49%-26,50413F-HRTimeline
SAX WEALTH ADVISORS, LLC51,815$5.71M0.28%013F-HRTimeline
CAMDEN NATIONAL BANK52,215$5.69M0.77%+3,23513F-HRTimeline
Compound Planning, Inc.52,207$5.69M0.18%-19,13813F-HRTimeline
NewEdge Wealth, LLC50,945$5.55M0.07%-5013F-HRTimeline
TME FINANCIAL, INC.49,867$5.43M3.77%+4,37013F-HRTimeline
Integrated Wealth Concepts LLC49,732$5.42M0.04%+35,74613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK49,677$5.41M0.03%+22,45313F-HRTimelineGroup
Edgestream Partners, L.P.48,881$5.33M0.17%-197,55513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …48,248$5.26M0.51%+28,34613F-HRTimelineGroup
Midwest Financial Group LLC48,094$5.24M2.24%-32013F-HRTimeline
Cornerstone Management, Inc.47,476$5.17M0.82%+3,26213F-HRTimeline
Independent Solutions Wealth Management…47,380$5.16M0.76%+6513F-HRTimeline
Pines Wealth Management, LLC47,352$5.16M1.67%-1,21413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd47,320$5.16M0.09%+12,18113F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC46,420$5.06M1.78%+8,44613F-HRTimeline
RWA WEALTH PARTNERS, LLC46,407$5.06M0.06%-2,83313F-HRTimeline
BURNS J W & CO INC/NY46,013$5.01M0.57%+4,87213F-HRTimeline
SIG BROKERAGE, LP45,489$4.96M1.4%+30,90013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.45,159$4.92M0.55%-92613F-HRTimeline
SBI Securities Co., Ltd.44,962$4.9M0.13%-5,87913F-HRTimeline
Global Trust Wealth Management LLC44,619$4.86M3.68%+4,10413F-HRTimeline
Eukles Asset Management44,403$4.84M2.16%+12,05713F-HRTimeline
GUIDANCE CAPITAL, INC43,836$4.76M1.07%+33,87913F-HRTimeline
Wescott Financial Advisory Group, LLC43,686$4.76M0.42%+6,86013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT43,370$4.73M0.28%-30513F-HRTimelineGroup
Advisory Services Network, LLC42,964$4.68M0.06%-94313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P42,876$4.67M0.01%+1,98113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC42,774$4.66M1.67%+2,85213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC42,130$4.61M0.26%-4,58813F-HR/ATimeline
COREPATH WEALTH PARTNERS LLC41,667$4.56M3.08%+1,11513F-HRTimeline
World Investment Advisors41,537$4.53M0.07%+6,82013F-HRTimeline
RFG Advisory, LLC41,113$4.48M0.08%+23,03013F-HRTimeline
Lantern Wealth Advisors, LLC40,997$4.47M2.29%+14413F-HRTimeline
Red Wave Investments LLC40,432$4.41M1.32%-4413F-HRTimeline
Vertex Investment Solutions Co., Ltd.40,100$4.34M5.02%-92,10013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,523$4.2M0.23%-1,06213F-HRTimeline
&PARTNERS37,749$4.11M0.02%+27913F-HRTimeline
Sowell Financial Services LLC37,658$4.1M0.15%+1,07613F-HRTimeline
Broyhill Asset Management, LLC37,511$4.09M4.01%-96013F-HRTimeline
Integrated Advisors Network LLC37,496$4.09M0.21%-36,99613F-HRTimeline
Heritage Wealth Management, Inc. /CA/36,837$4.01M2.24%+1,62513F-HRTimeline
Sequoia Financial Advisors, LLC36,607$3.99M0.02%+5,39213F-HRTimeline
Sage Investment Advisers LLC36,339$3.95M2.92%+2,34813F-HRTimeline
Sagil Capital LLP36,200$3.95M2.53%013F-HRTimeline
Roberts Financial Services LLC35,715$3.89M1.24%+6,35713F-HRTimeline
PKS Advisory Services, LLC35,346$3.85M0.9%-94113F-HRTimeline
Note Advisors, LLC34,987$3.81M1.91%+1,53413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,285$3.78M0.02%-293,36113F-HRTimelineGroup
Flagship Private Wealth, LLC34,337$3.74M1.52%+87513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd34,250$3.73M0.15%-8,61413F-HRTimelineGroup
SevenBridge Financial Group, LLC33,924$3.73M0.58%+40913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,027$3.71M0.32%+2,54313F-HRTimelineGroup
LWM ADVISORS INC33,945$3.7M3.21%+1,06113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,937$3.7M<0.01%-29,50413F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.33,810$3.68M0.15%013F-HRTimelineGroup
SSA SWISS ADVISORS AG33,795$3.68M1.71%+11,66013F-HRTimeline
J HAGAN CAPITAL, INC.33,640$3.67M1.98%+5,86813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,586$3.66M<0.01%+13,63813F-HRTimelineGroup
Range Advisory, LLC33,332$3.63M0.67%+10,63313F-HRTimeline
Gainplan LLC33,249$3.62M2.72%new13F-HRTimeline
Baker Avenue Asset Management, LP33,223$3.62M0.08%+2,10013F-HRTimeline
Mokosak Advisory Group, LLC32,870$3.58M0.9%+1,07913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding32,871$3.58M+18,273Timeline
LANARK FINANCIAL, INC.32,862$3.58M0.27%+70713F-HRTimeline
Good Steward Wealth Advisors,LLC32,738$3.57M2.29%+3,42513F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department32,518$3.54M1.83%+7,46513F-HRTimelineGroup
J.Safra Asset Management Corp32,102$3.5M0.19%+2,41913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN32,060$3.49M0.02%new13F-HRTimeline
CVFG LLC31,882$3.47M0.43%+2,54413F-HRTimeline
AMG National Trust Bank31,379$3.42M0.07%+1,82113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV31,270$3.41M0.45%+13,44313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,247$3.41M0.05%-7,54713F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,084$3.39M1.23%+7,69213F-HR/ATimelineGroup
CALTON & ASSOCIATES, INC.31,045$3.38M0.49%+1,37913F-HRTimeline
Waverly Advisors, LLC30,123$3.28M0.02%+1,79913F-HRTimeline
Phil A. Younker & Associates, Ltd.30,015$3.27M2.18%+21,04213F-HRTimeline
OneDigital Investment Advisors LLC29,988$3.27M0.03%-17213F-HRTimeline
CWM, LLCin group CWM, LLC29,940$3.26M0.01%+88513F-HRTimelineGroup
Argyle Capital Partners, LLC29,472$3.21M2.31%-79913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD28,989$3.16M0.47%-2,42913F-HR/ATimeline
Pacifica Partners Inc.28,878$3.15M1.04%+2,56013F-HRTimeline
Union Bancaire Privee, UBP SA29,704$3.15M0.04%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC28,743$3.13M1.41%+82513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV28,727$3.13M1.46%+3,52113F-HRTimeline
Jacobi Capital Management LLC28,684$3.13M0.17%+35413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.28,185$3.07M0.02%+3,35713F-HRTimelineGroup
Northern Lights Advisors, Inc.28,146$3.07M2.08%+1,18813F-HRTimeline
Frank, Rimerman Advisors LLC28,070$3.06M0.2%-91613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC27,825$3.03M0.09%-84013F-HRTimeline
Transmarket Holdings LP27,677$3.02M1.61%new13F-HRTimeline
Vericrest Private Wealth26,758$2.92M2.62%+3,54213F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV26,153$2.85M1.57%-1,59713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,730$2.8M0.2%+2,36613F-HRTimeline
New Capital Management LP25,699$2.8M0.69%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.72M0.35%013F-HRTimeline
Coordinated Financial Services, Inc.24,979$2.72M1.57%+1,23913F-HRTimeline
Keel Point, LLC24,968$2.72M0.18%-85013F-HRTimeline
Clarus Wealth Advisors24,736$2.7M1.15%+42613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC24,571$2.68M0.34%+1,88313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,528$2.67M2.02%+1,91413F-HRTimeline
TT Capital Management LLC24,375$2.66M2.19%-2,20113F-HRTimeline
Ironwood Financial, llc23,864$2.6M0.45%-13913F-HRTimeline
DRW Securities, LLC23,693$2.58M0.14%-91,18213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,663$2.58M<0.01%-5513F-HRTimelineGroup
Sovran Advisors, LLC23,278$2.53M0.2%+3,74613F-HRTimeline
DUNCKER STREETT & CO INC23,224$2.53M0.48%+18513F-HRTimeline
Riggs Asset Managment Co. Inc.23,172$2.53M0.52%+1,16613F-HRTimeline
Kovack Advisors, Inc.23,417$2.52M0.13%+14,21913F-HRTimeline
Ballast, Inc.22,831$2.49M0.58%+3,66713F-HRTimeline
Frisch Financial Group, Inc.22,808$2.49M0.52%+20,63713F-HRTimeline
MGO ONE SEVEN LLC22,714$2.48M0.05%+83613F-HRTimeline
CV Advisors LLC22,712$2.48M0.68%+1,26213F-HRTimeline
Dorsey Wright & Associates22,387$2.44M0.3%+19,13913F-HRTimeline
Procyon Advisors, LLC22,378$2.44M0.12%-14213F-HRTimeline
Gladwyn Financial Advisors, Inc.22,362$2.44M1.7%+56913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP22,042$2.4M0.02%-72913F-HRTimelineGroup
Avior Wealth Management, LLC21,625$2.36M0.07%-15013F-HRTimeline
Brookwood Investment Group LLC21,501$2.34M0.3%-151,06313F-HRTimeline
Evolution Wealth Advisors, LLC21,128$2.3M0.23%+27813F-HRTimeline
One Wealth Advisors, LLC21,049$2.29M0.29%-2,20113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,810$2.27M0.05%+54513F-HRTimelineGroup
Bulltick Wealth Management, LLC20,760$2.26M0.5%+2,08213F-HRTimeline
KG Capital Management20,648$2.25M1.61%-5,48713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,524$2.24M0.02%+1,16313F-HRTimelineGroup
Sharper & Granite LLC20,085$2.19M0.75%+13,47013F-HRTimeline
Crews Bank & Trust20,051$2.19M0.32%-1,23513F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC20,000$2.18M0.03%new13F-HRTimelineGroup
Arcataur Capital Management LLC19,994$2.18M0.61%+2,29013F-HRTimeline
Alpha Wealth Funds, LLC19,938$2.17M1.55%-30,16913F-HRTimeline
Exit Wealth Advisors, LLC.19,873$2.17M1.12%+94113F-HRTimeline
BRADY FAMILY WEALTH, LLC19,797$2.16M0.67%-88513F-HRTimeline
ARRIEN INVESTMENTS, INC.19,585$2.13M1.16%-55213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,539$2.13M0.04%+1,09713F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC19,460$2.12M0.35%+1,23513F-HRTimeline
SteelPeak Wealth, LLC19,216$2.09M0.07%+21413F-HRTimeline
L & S Advisors Inc19,201$2.09M0.26%+25713F-HRTimeline
Aurora Private Wealth, Inc.19,115$2.09M1.49%-3,31513F-HRTimeline
Farrell Financial LLC19,040$2.08M1.24%-7,51513F-HRTimeline
Mandatum Life Insurance Co Ltd18,802$2.05M0.46%013F-HRTimeline
Rathbones Group PLC18,626$2.03M0.01%+7,30413F-HR/ATimeline
Perennial Investment Advisors, LLC18,457$2.01M0.16%-31813F-HRTimeline