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Disclosery

LQD ISHARES TR

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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
ARRIEN INVESTMENTS, INC.19,285$2.1M1.5%+54113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP19,713$2.08M0.41%+6,76813F-HRTimeline
Mandatum Life Insurance Co Ltd18,802$2.04M0.63%-26113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,733$2.04M0.21%-7,46813F-HRTimeline
Brookwood Investment Group LLC18,547$2.02M0.35%13F-HRTimeline
Ballast, Inc.18,474$2.01M0.57%+1,52213F-HRTimeline
Aurora Private Wealth, Inc.18,210$1.98M1.58%+1,38513F-HR/ATimeline
Arcataur Capital Management LLC18,170$1.97M0.67%-1,17513F-HRTimeline
Coordinated Financial Services, Inc./CO17,981$1.95M1.5%13F-HRTimeline
RFG Advisory, LLC17,863$1.94M0.05%-20,01413F-HRTimeline
Berkeley Capital Partners, LLC17,775$1.93M0.53%-2413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,676$1.92M0.31%+23213F-HRTimeline
Copia Wealth Management17,478$1.9M1.76%+66913F-HRTimeline
LexAurum Advisors, LLC17,451$1.9M0.36%013F-HRTimeline
BCWM, LLC17,381$1.89M0.66%+61413F-HRTimeline
SONATA CAPITAL GROUP INC16,845$1.83M0.8%+1613F-HRTimeline
Cosner Financial Group, LLC16,831$1.83M1.12%+11,58613F-HRTimeline
King Wealth Management Group16,780$1.82M0.28%-84413F-HRTimeline
Financial Advocates Investment Manageme…17,377$1.82M0.13%+65113F-HRTimeline
ShoreHaven Wealth Partners, LLC16,661$1.81M0.87%-44613F-HRTimeline
Investment Advisory Group, LLC16,598$1.8M0.6%-15413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department16,497$1.79M1.32%+4,53613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC16,482$1.79M<0.01%+6713F-HRTimelineGroup
Keystone Wealth Services, LLC16,437$1.79M0.48%+1213F-HRTimeline
Van Hulzen Asset Management, LLC16,263$1.77M0.16%-3,48113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,113$1.75M0.01%+1,39713F-HRTimelineGroup
CHOREO, LLC16,041$1.74M0.03%-1,33413F-HRTimeline
&PARTNERS16,055$1.74M0.02%-20,48113F-HRTimeline
Perennial Investment Advisors, LLC15,990$1.74M0.2%+3,87913F-HRTimeline
Allie Family Office LLC15,909$1.73M0.94%013F-HRTimeline
JB Capital LLC15,655$1.7M0.09%+3,85113F-HRTimeline
Clear Creek Financial Management, LLC15,561$1.69M0.18%-27,45513F-HRTimeline
WEDBUSH SECURITIES INC15,523$1.69M0.06%-37013F-HRTimeline
Prospera Financial Services Inc15,309$1.66M0.04%-44413F-HRTimeline
Bay Capital Advisors, LLC15,243$1.66M1.38%+2,60013F-HRTimeline
Sunbelt Securities, Inc.15,094$1.64M0.15%+1,60913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.63M0.03%013F-HRTimelineGroup
1832 Asset Management L.P.14,978$1.63M<0.01%-41,55513F-HRTimeline
Mesirow Financial Investment Management…14,877$1.62M0.03%+14013F-HRTimeline
Chesley Taft & Associates LLC14,838$1.61M0.08%+45513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd14,438$1.57M0.03%+41113F-HRTimelineGroup
Freedom Financial Partners LLC14,333$1.56M0.73%-16913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding14,313$1.55M-20,282Timeline
Uptown Financial Advisors LLC14,281$1.55M1.6%+95313F-HRTimeline
SteelPeak Wealth, LLC14,197$1.54M0.07%-24513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,927$1.51M1.02%+4,01413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,883$1.51M0.04%-64713F-HRTimelineGroup
Smartleaf Asset Management LLC13,876$1.51M0.15%+3,19813F-HRTimeline
Financial Sense Advisors, Inc.13,758$1.5M0.43%+21913F-HRTimeline
Worth Financial Advisory Group, LLC13,694$1.49M0.95%-45213F-HRTimeline
Running Point Capital Advisors, LLC13,598$1.48M0.47%+61613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,594$1.48M0.12%+2,55113F-HRTimeline
HANCOCK WHITNEY CORP13,495$1.47M0.05%+1,45713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,444$1.46M0.12%+1,79913F-HRTimeline
Disciplined Investments, LLC13,424$1.46M0.67%+1,68113F-HRTimeline
SeaCrest Wealth Management, LLC13,373$1.45M0.16%-1,95213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,335$1.45M0.02%-85613F-HRTimelineGroup
GRIES FINANCIAL LLC13,317$1.45M0.28%-53813F-HRTimeline
Forefront Wealth Partners, LLC13,313$1.45M0.99%-69413F-HRTimeline
IFP Advisors, Inc13,311$1.45M0.04%+1,00813F-HRTimeline
J.W. COLE ADVISORS, INC.13,091$1.42M0.04%+1,06213F-HRTimeline
World Investment Advisors13,034$1.42M0.04%+1,55513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,987$1.41M0.76%-513F-HRTimeline
FIDUCIENT ADVISORS LLC12,869$1.4M0.17%+34113F-HRTimeline
Onyx Bridge Wealth Group LLC12,870$1.4M0.2%-58,07513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,835$1.4M0.82%013F-HRTimeline
CMG Global Holdings, LLC12,927$1.39M0.91%-1413F-HRTimeline
Arete Wealth Advisors, LLC12,672$1.38M0.11%+5,81313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,507$1.36M0.07%-1,16413F-HR/ATimelineGroup
Icon Wealth Advisors, LLC12,254$1.33M0.11%-88113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,101$1.32M0.07%-6,64213F-HRTimeline
Claro Advisors Inc.12,046$1.31M0.18%-4213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,019$1.31M0.5%-67313F-HRTimeline
IEQ CAPITAL, LLC11,913$1.29M0.01%+8,11413F-HRTimeline
Arrow Investment Advisors, LLC11,860$1.29M1.36%013F-HRTimeline
VestGen Investment Management11,775$1.28M0.97%-1,77613F-HRTimeline
Quadrant Private Wealth Management, LLC11,761$1.28M0.32%+42813F-HRTimeline
TFB Advisors LLC11,759$1.28M0.37%-30713F-HRTimeline
Magnus Financial Group LLC11,612$1.26M0.12%+74813F-HRTimeline
GC Wealth Management RIA, LLC11,523$1.25M0.23%-49913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,513$1.25M0.05%-1,04513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding11,482$1.25M+1,815Timeline
VAN STRUM & TOWNE INC.11,427$1.24M0.42%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,353$1.23M0.02%new13F-HRTimeline
Ocean Park Asset Management, LLC11,353$1.23M0.04%new13F-HRTimeline
SYM FINANCIAL Corp11,336$1.23M0.15%+11,26113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,291$1.23M0.03%-8,30413F-HRTimelineGroup
Diversified Enterprises, LLC11,262$1.22M0.1%-37713F-HRTimeline
Stonebridge Financial Planning Group, L…11,223$1.22M0.56%-24913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,160$1.21M0.07%-50613F-HRTimeline
Proquility Private Wealth Partners, LLC11,088$1.21M0.37%-58513F-HRTimeline
Riggs Asset Managment Co. Inc.11,039$1.2M0.34%-42013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,003$1.2M0.05%-1,00513F-HRTimeline
WealthShield Partners, LLC10,899$1.18M0.15%-54413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,861$1.18M0.04%-3,78313F-HRTimeline
Laurel Wealth Advisors LLC10,841$1.18M0.18%-52013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,742$1.17M0.04%-30,99313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,737$1.17M0.11%-1,49513F-HR/ATimeline
Cambridge Advisors Inc.10,710$1.16M0.25%013F-HRTimeline
Center For Asset Management LLC10,566$1.15M0.7%-3,83113F-HRTimeline
High Falls Advisors, Inc10,514$1.14M0.27%-2,19413F-HRTimeline
D.A. DAVIDSON & CO.10,476$1.14M0.01%-1,10213F-HRTimeline
Neumann Capital Management, LLC10,467$1.14M0.39%+5113F-HRTimeline
Verition Fund Management LLC10,436$1.13M0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL10,329$1.12M<0.01%-2,43913F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,236$1.11M0.23%+1,05213F-HRTimeline
Family Capital Management, Inc.10,126$1.1M0.68%-1,14113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,956$1.08M1%+913F-HRTimeline
NWAM LLC9,951$1.08M0.09%-6,73013F-HRTimeline
Curtis Advisory Group, LLC9,802$1.07M0.31%+19813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,743$1.06M0.11%-2,01413F-HR/ATimeline
PRIVATE TRUST CO NA9,725$1.06M0.11%+95013F-HRTimeline
BLB&B Advisors, LLC9,712$1.06M0.05%-31713F-HRTimeline
Ledyard National Bank9,644$1.05M0.1%013F-HRTimeline
Acropolis Investment Management, LLC9,585$1.04M0.06%013F-HRTimeline
Simplicity Wealth,LLC9,538$1.04M0.08%+4,23013F-HRTimeline
Rathbones Group PLC9,511$1.03M<0.01%+8013F-HRTimeline
Sincerus Advisory, LLC9,395$1.02M1.08%-1,20213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,373$1.02M0.01%-1,29213F-HRTimelineGroup
WEALTH ALLIANCE, LLC9,182$998K0.12%-14613F-HRTimeline
Bellecapital International Ltd.9,173$997K0.2%013F-HRTimeline
Caisse de depot et placement du Quebec9,150$995K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,128$992K0.02%-1,63213F-HRTimeline
Intergy Private Wealth, LLC9,053$984K0.37%+1,69313F-HRTimeline
EASTERN BANK9,046$983K0.02%-64313F-HRTimeline
INNEALTA CAPITAL, LLC8,998$978K0.53%-29,45513F-HRTimeline
David J Yvars Group8,986$977K0.77%+78213F-HRTimeline
Life Planning Partners, Inc8,950$973K0.88%+72213F-HRTimeline
Etesian Wealth Advisors, Inc.8,926$970K0.42%-64513F-HRTimeline
Roger Wittlin Investment Advisory, LLC8,901$967K0.57%-1,02613F-HRTimeline
Global Assets Advisory, LLC9,033$967K0.18%+7,07513F-HRTimeline
Alteri Wealth LLC8,886$966K0.42%+6,76113F-HRTimeline
AssuredPartners Investment Advisors, LLC8,842$961K0.19%+52913F-HRTimeline
Waverly Advisors, LLC8,802$957K0.01%-4313F-HRTimeline
Founders Financial Alliance, LLC8,737$950K0.23%-72013F-HRTimeline
Montecito Bank & Trust8,729$949K0.17%+513F-HRTimeline
Dynamic Advisor Solutions LLC8,651$940K0.03%+29413F-HRTimeline
Midwest Professional Planners, LTD.8,626$938K0.29%+1,42513F-HRTimeline
Wealthspire Advisors, LLC8,501$924K0.01%-54213F-HRTimeline
Compagnie Lombard Odier SCmA8,500$924K0.01%+12013F-HRTimeline
Indiana Trust & Investment Management Co8,485$922K0.33%-1,17513F-HRTimeline
PFG Advisors8,472$921K0.05%-4513F-HRTimeline
Koshinski Asset Management, Inc.8,471$921K0.08%+12813F-HRTimeline
FreeGulliver LLC8,460$920K0.47%013F-HRTimeline
GeoWealth Management, LLC8,450$918K0.04%-1,10913F-HRTimeline
CBIZ Investment Advisory Services, LLC8,402$913K0.04%-14213F-HR/ATimeline
Focus Financial Network, Inc.8,393$912K0.04%-51713F-HRTimeline
B. Riley Wealth Advisors, Inc.8,327$905K0.03%-1,20813F-HRTimeline
Strategic Blueprint, LLC8,238$895K0.05%+17013F-HRTimeline
Moors & Cabot, Inc.8,220$893K0.05%+20213F-HRTimeline
Tempus Wealth Planning, LLC8,203$892K0.27%+11513F-HRTimeline
Wealth Advisory Solutions, LLC8,021$872K0.23%+51513F-HRTimeline
Capitol Family Office, Inc.7,997$869K1.23%new13F-HR/ATimeline
CYPRESS FINANCIAL PLANNING LLC7,910$860K0.31%-1,18413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,856$851K0.01%-4,37713F-HRTimelineGroup
Texas Bank & Trust Co7,782$846K0.36%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,700$837K0.01%013F-HRTimelineGroup
MCDONALD PARTNERS LLC7,578$824K0.21%+7813F-HRTimeline
Main Street Financial Solutions, LLC7,571$823K0.07%+54213F-HRTimeline
RDA Financial Network7,567$822K0.25%+35413F-HRTimeline
INVESTMENT HOUSE LLC7,565$822K0.05%-40013F-HRTimeline
WEALTHGARDEN F.S. LLC7,542$820K0.79%+54513F-HRTimeline
Cascade Financial Partners, LLC7,505$816K0.1%-2,51013F-HRTimeline
Csenge Advisory Group7,521$803K0.05%-8513F-HRTimeline
Rockingstone Advisors LLC7,383$802K0.36%+17013F-HRTimeline
OFC FINANCIAL PLANNING, LLC7,338$798K0.9%-8513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC7,212$784K0.7%+4,22813F-HRTimeline
Clarendon Private LLC7,033$764K0.81%-813F-HRTimeline
Ridgewood Investments LLC7,028$764K0.36%-38313F-HRTimeline
Mount Lucas Management LP6,936$754K0.35%-4713F-HRTimeline
Virtue Capital Management, LLC6,915$752K0.09%+77713F-HRTimeline
City State Bank6,910$751K0.25%013F-HRTimeline
Everstar Asset Management, LLC6,775$736K0.49%-37013F-HR/ATimeline
GK Wealth Management LLC6,691$727K0.91%-39013F-HR/ATimeline
BANQUE PICTET & CIE SA6,683$726K0.01%+1,93413F-HRTimeline
Merit Financial Group, LLC6,682$726K0.01%-94913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,660$724K0.08%-45913F-HRTimeline
WORLD EQUITY GROUP, INC.6,640$723K0.21%new13F-HRTimeline
Traynor Capital Management, Inc.6,616$719K0.06%-25813F-HRTimeline
Omega Financial Group, LLC6,527$709K0.27%-1,50813F-HRTimeline
Trivium Point Advisory, LLC6,465$703K0.09%-27713F-HRTimeline
Summa Corp.6,450$701K0.41%013F-HRTimeline
PINNACLE ASSOCIATES LTD6,401$696K0.01%+5213F-HRTimeline
Adaptive Financial Consulting, LLC6,389$694K0.3%+47713F-HRTimeline
IPG Investment Advisors LLC6,357$691K0.16%+28813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,332$688K<0.01%+1,36013F-HRTimelineGroup
Compass Ion Advisors, LLC6,291$684K0.08%+6413F-HRTimeline
Arlington Capital Management, Inc.6,265$681K0.52%+37513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,231$677K0.05%-1,71713F-HRTimeline
Belpointe Asset Management LLC6,202$673K0.04%+88313F-HRTimeline
10Elms LLP6,186$672K0.68%-6513F-HRTimeline
Gouws Capital LLC6,178$671K0.44%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,175$671K0.13%-1,15313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,174$671K0.02%-30113F-HRTimelineGroup
Acorn Wealth Advisors, LLC6,122$665K0.28%+3,21513F-HRTimeline
International Private Wealth Advisors L…6,071$660K0.63%+1213F-HRTimeline
Sharper & Granite LLC6,050$658K0.27%+50013F-HRTimeline
Florin Court Capital LLP6,000$652K0.68%new13F-HRTimeline
Jain Global LLC6,000$652K0.01%new13F-HRTimeline
Kaizen Financial Strategies5,975$649K0.37%-1,64413F-HRTimeline