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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
Perennial Investment Advisors, LLC19,811$2.16M0.14%+1,35413F-HRTimeline
Crews Bank & Trust19,790$2.16M0.28%-26113F-HRTimeline
Alpha Wealth Funds, LLC19,677$2.15M1.33%-26113F-HRTimeline
Evolution Wealth Advisors, LLC19,646$2.14M0.25%-1,48213F-HRTimeline
STRATEGY ASSET MANAGERS LLC19,605$2.14M0.32%+14513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,539$2.13M0.03%013F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.19,427$2.12M1.07%-15813F-HRTimeline
CASTLEARK MANAGEMENT LLC19,300$2.11M0.06%+9,24013F-HRTimeline
Capital CS Group, LLC18,778$2.05M2.99%new13F-HRTimeline
Vise Technologies, Inc.18,766$2.05M0.02%+16,93813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…40,926$2.04M0.56%+26,19713F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC18,675$2.04M0.57%new13F-HRTimeline
Roundview Capital LLC18,596$2.03M0.11%+1,60713F-HRTimeline
Rathbones Group PLC18,586$2.03M0.01%-4013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.18,517$2.02M0.01%-126,92813F-HRTimeline
SteelPeak Wealth, LLC18,527$2.02M0.05%-68913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,422$2.01M0.01%-15,86313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,347$2M0.06%+62313F-HRTimelineGroup
Berkeley Capital Partners, LLC18,078$1.97M0.41%+37313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,923$1.95M1.05%+1,02513F-HRTimeline
BCWM, LLC17,904$1.95M0.57%-48013F-HRTimeline
Copia Wealth Management17,646$1.92M1.16%-70913F-HRTimeline
LPWM LLC17,522$1.91M0.42%+2,23713F-HRTimeline
1832 Asset Management L.P.17,272$1.88M<0.01%-84813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,155$1.87M<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.17,048$1.87M0.1%-94113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …17,017$1.86M0.14%-31,23113F-HRTimelineGroup
LexAurum Advisors, LLC16,969$1.85M0.21%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,956$1.85M<0.01%-1613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,718$1.82M0.03%new13F-HRTimeline
Cambridge Advisors Inc.16,390$1.79M0.31%013F-HRTimeline
Clearstead Advisors, LLC16,309$1.78M0.02%+2,02113F-HRTimeline
Uptown Financial Advisors LLC16,282$1.78M1.3%-11513F-HRTimeline
Freedom Financial Partners LLC16,239$1.77M0.58%+25113F-HRTimeline
Investment Advisory Group, LLC16,091$1.76M0.38%+31013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,903$1.73M0.04%-4,90713F-HRTimelineGroup
Cosner Financial Group, LLC15,861$1.73M0.89%013F-HRTimeline
Smartleaf Asset Management LLC15,692$1.72M0.06%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.15,755$1.72M1.41%+1,68513F-HRTimeline
NWAM LLC15,607$1.7M0.09%-1,28413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,584$1.7M0.04%+3,36413F-HRTimelineGroup
COUNTRY TRUST BANK15,500$1.69M0.03%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC15,200$1.66M0.76%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.15,241$1.65M1.01%+37513F-HRTimeline
Banco BTG Pactual S.A.15,144$1.65M0.22%+12,37713F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,079$1.64M0.3%-2,33013F-HR/ATimeline
Yorktown Management & Research Co Inc15,000$1.64M1%+1,00013F-HRTimeline
Buck Wealth Strategies, LLC14,856$1.62M0.17%+16113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,814$1.62M0.01%-1,02213F-HRTimeline
FIDUCIENT ADVISORS LLC14,791$1.61M0.23%+613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd14,751$1.61M0.01%-1,90913F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC14,672$1.6M0.05%-1,85513F-HRTimelineGroup
Intergy Private Wealth, LLC14,611$1.59M0.37%+2,01813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,378$1.57M0.03%-2013F-HRTimeline
Farrell Financial LLC14,171$1.55M0.84%-4,86913F-HRTimeline
Mesirow Financial Investment Management…14,007$1.53M0.02%-6913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14,004$1.53M0.16%new13F-HRTimeline
Premier Path Wealth Partners, LLC13,962$1.52M0.18%+1,12213F-HRTimeline
Quantinno Capital Management LP13,820$1.51M<0.01%+11,15713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC13,801$1.51M0.88%+1,31213F-HRTimeline
BANQUE PICTET & CIE SA13,769$1.5M0.02%+8,98113F-HRTimeline
King Wealth Management Group13,656$1.49M0.16%-65513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,609$1.48M0.01%-1513F-HRTimeline
SIG BROKERAGE, LP13,575$1.48M0.24%-31,91413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,511$1.47M0.03%-58113F-HRTimelineGroup
HANCOCK WHITNEY CORP13,383$1.46M0.02%-3,50613F-HRTimeline
Midwest Financial Group LLC13,380$1.46M0.51%-34,71413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,304$1.45M0.01%+74413F-HRTimelineGroup
Financial Sense Advisors, Inc.13,261$1.45M0.28%-44913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,239$1.44M<0.01%+2513F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC13,211$1.44M0.01%-1,04613F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC13,154$1.43M0.74%+1,06213F-HRTimeline
Warwick Investment Management, Inc.13,117$1.43M0.16%-29213F-HRTimeline
VIAWEALTH, LLC13,098$1.43M0.72%-1,16413F-HRTimeline
Disciplined Investments, LLC13,045$1.42M0.46%+48013F-HR/ATimeline
SONATA CAPITAL GROUP INC12,936$1.41M0.46%-1,52213F-HRTimeline
HUB Investment Partners, LLC12,931$1.41M0.03%-4413F-HRTimeline
PRIVATE TRUST CO NA12,928$1.41M0.11%-93713F-HRTimeline
Finer Wealth Management, Inc.12,914$1.41M0.63%013F-HRTimeline
VestGen Advisors, LLC12,858$1.4M0.04%-26013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,821$1.4M0.06%-56313F-HRTimeline
SIMON QUICK ADVISORS, LLC12,764$1.39M0.06%-54513F-HRTimeline
Three Seasons Wealth, LLC12,565$1.37M0.12%+6,98613F-HRTimeline
Wealth Advisory Solutions, LLC12,531$1.37M0.28%+1,73513F-HRTimeline
BLAIR WILLIAM & CO/IL12,467$1.36M<0.01%+1,96913F-HRTimeline
Founders Financial Alliance, LLC12,347$1.35M0.18%+4,51813F-HRTimeline
Prime Capital Investment Advisors, LLC12,335$1.35M0.01%-4,62513F-HRTimeline
True Blue Financial, LLC12,269$1.34M0.56%+2,13113F-HRTimeline
True Freedom Investing, LLC12,251$1.34M0.1%-37513F-HRTimeline
Cane Capital Partners, LLC12,237$1.33M0.54%+4,70513F-HRTimeline
CMG Global Holdings, LLC12,214$1.33M0.56%-20613F-HRTimeline
Slocum, Gordon & Co LLP12,148$1.32M0.88%+2013F-HRTimeline
PINKERTON WEALTH, LLC12,112$1.32M0.11%-65,88713F-HRTimeline
Abacus Wealth Partners, LLC12,024$1.31M0.14%013F-HRTimeline
Orion Porfolio Solutions, LLC11,931$1.3M0.01%-1,13413F-HRTimeline
NTV Asset Management LLC11,761$1.28M0.13%+97513F-HRTimeline
GeoWealth Management, LLC11,747$1.28M0.04%-2,27913F-HRTimeline
Simplicity Wealth,LLC11,703$1.28M0.04%+1,85413F-HRTimeline
Capitol Family Office, Inc.11,701$1.28M1.35%+2,70713F-HRTimeline
CIBC Asset Management Inc11,700$1.28M<0.01%new13F-HRTimeline
Boreal Capital Management LLC11,490$1.25M0.93%new13F-HRTimeline
GC Wealth Management RIA, LLC11,454$1.25M0.07%-51413F-HRTimeline
PINEBRIDGE INVESTMENTS LLC11,418$1.25M0.01%+3,95813F-HRTimeline
Spectrum Strategic Capital Management, …11,417$1.25M0.62%-98213F-HRTimeline
Montecito Bank & Trust11,144$1.22M0.18%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,023$1.2M0.02%+5,30213F-HRTimelineGroup
UMB Bank, n.a.10,904$1.19M0.02%-33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arrow Investment Advisors, LLC10,860$1.18M1.15%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,813$1.18M0.23%-25013F-HRTimeline
Florin Court Capital LLP10,800$1.18M1.92%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,737$1.17M0.01%+1,80413F-HRTimelineGroup
Marble Wealth, LLC10,711$1.17M0.18%-1,57913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,665$1.16M0.02%+2,29913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC10,649$1.16M0.52%-5313F-HRTimeline
ASPIRIANT, LLC10,640$1.16M0.03%-1113F-HRTimeline
Van Hulzen Asset Management, LLC10,496$1.14M0.08%-28513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,484$1.14M0.66%-14,04413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,450$1.14M0.03%-1,26713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,314$1.12M<0.01%+90013F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…11,213$1.12M0.84%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,287$1.12M0.03%+69913F-HRTimeline
Life Planning Partners, Inc10,185$1.11M0.83%+1,49913F-HRTimeline
Laurel Wealth Advisors LLC10,172$1.11M0.11%-15013F-HRTimeline
D.A. DAVIDSON & CO.10,149$1.11M0.01%+88713F-HRTimeline
Stonebridge Financial Planning Group, L…9,951$1.09M0.35%-2,69413F-HRTimeline
City Center Advisors, LLC9,896$1.08M0.87%+1,86313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…9,890$1.08M0.08%-1013F-HRTimeline
INNEALTA CAPITAL, LLC9,889$1.08M0.58%-12413F-HRTimeline
Stronghold Wealth Management L.L.C.9,877$1.08M1.44%+41113F-HRTimeline
WEDBUSH SECURITIES INC9,840$1.07M0.03%-40713F-HRTimeline
SeaCrest Wealth Management, LLC9,833$1.07M0.12%-62813F-HRTimeline
ShoreHaven Wealth Partners, LLC9,758$1.06M0.33%-89913F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,712$1.06M0.25%013F-HRTimeline
Moors & Cabot, Inc.9,691$1.06M0.04%+6613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,661$1.05M<0.01%-2,79213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC9,612$1.04M<0.01%+4,21913F-HRTimelineGroup
GWN SECURITIES INC.9,559$1.04M0.17%-7913F-HRTimeline
Mandatum Life Insurance Co Ltd9,520$1.04M0.19%-9,28213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,484$1.03M0.01%+82213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC9,395$1.02M0.02%-38913F-HRTimeline
HighMark Wealth Management LLC9,335$1.02M0.34%+33713F-HRTimeline
Bellecapital International Ltd.9,173$1M0.16%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,172$1M0.07%013F-HRTimeline
Biondo Investment Advisors, LLC8,988$980K0.12%+78513F-HRTimeline
Dynamic Advisor Solutions LLC8,977$979K0.03%-1,06713F-HRTimeline
Strategic Blueprint, LLC8,975$979K0.05%+2,31013F-HRTimeline
Gateway Wealth Partners, LLC8,879$968K0.06%-24713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.8,874$968K0.66%-34813F-HRTimeline
Snowden Capital Advisors LLC8,846$965K0.02%+5213F-HRTimeline
BOKF, NAin group BOKF, NA8,808$961K0.01%+8,49713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC8,711$950K0.05%-19713F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC8,702$949K0.04%new13F-HRTimeline
Main Street Financial Solutions, LLC8,629$941K0.06%+4313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,616$940K<0.01%-4913F-HRTimelineGroup
Kelly Financial Services LLC8,526$930K0.2%-31413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,500$927K0.23%-60413F-HRTimeline
FIL Ltdin group FIL Ltd8,500$927K<0.01%+50013F-HRTimelineGroup
Sincerus Advisory, LLC8,434$920K0.62%-28813F-HRTimeline
Adams Asset Advisors, LLC8,399$916K0.1%-8513F-HRTimeline
Mount Lucas Management LP8,390$915K0.33%+21613F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC8,375$913K0.47%13F-HRTimeline
Virtue Capital Management, LLC8,168$891K0.12%+3,46113F-HRTimeline
Tempus Wealth Planning, LLC8,167$891K0.17%+22413F-HRTimeline
PW Nova Financial Services LLC8,107$884K0.19%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.8,088$882K0.07%+62013F-HRTimeline
Plan Group Financial, LLC8,042$877K0.18%-1,91413F-HRTimeline
Oxinas Partners, LLC8,030$876K0.35%+1,83113F-HRTimeline
Advisors Asset Management, Inc.7,991$872K0.01%+18713F-HRTimeline
Triumph Capital Management7,971$869K0.16%+2,20713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,941$866K0.03%-2,69813F-HRTimelineGroup
Glen Eagle Advisors, LLC7,691$839K0.11%+4,16213F-HRTimeline
Maridea Wealth Management LLC7,685$838K0.09%+74413F-HRTimeline
Net Worth Advisory Group7,668$836K0.21%-97,91013F-HRTimeline
INVESTMENT HOUSE LLC7,594$828K0.04%013F-HR/ATimeline
AssuredPartners Investment Advisors, LLC7,592$828K0.08%-1,25713F-HRTimeline
EHRLICH FINANCIAL GROUP7,587$828K0.43%+2813F-HRTimeline
VestGen Investment Management7,551$824K0.44%-29913F-HRTimeline
Trivium Point Advisory, LLC7,528$821K0.07%new13F-HRTimeline
CHOREO, LLC7,493$817K0.01%-82313F-HRTimeline
Focus Financial Network, Inc.7,488$817K0.03%-62813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,335$800K0.41%013F-HRTimeline
WESPAC Advisors, LLC7,327$799K0.39%+13513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,321$799K0.05%013F-HRTimelineGroup
WHITE PINE CAPITAL LLC7,171$782K0.18%+1513F-HRTimeline
Northstar Advisory Group, LLC7,098$774K0.24%013F-HRTimeline
Crestwood Advisors Group, LLC7,097$774K0.01%+82713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,066$771K0.01%-8113F-HRTimeline
RDA Financial Network7,022$766K0.17%-48413F-HRTimeline
Garner Asset Management Corp7,020$766K0.25%-20013F-HRTimeline
Roger Wittlin Investment Advisory, LLC6,952$758K0.6%+24913F-HRTimeline
Canvas Wealth Advisors, LLC6,945$757K0.11%+2,40013F-HRTimeline
Hudson Portfolio Management LLC6,756$737K0.56%+92913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,753$737K0.04%-1,20613F-HRTimeline
Traynor Capital Management, Inc.6,661$726K0.03%-18413F-HRTimeline
Rockingstone Advisors LLC6,636$724K0.29%-1513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,627$723K0.19%+7813F-HRTimeline
Blue Capital, Inc.6,617$722K0.46%-11,23713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,605$720K0.07%013F-HRTimeline
CoreCap Advisors, LLC6,603$720K0.02%-2,27413F-HRTimeline
Arlington Capital Management, Inc.6,565$716K0.45%+60413F-HRTimeline