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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
VIAWEALTH, LLC18,978$2.08M1.23%-3,14513F-HRTimeline
Mandatum Life Insurance Co Ltd18,802$2.06M0.54%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC18,787$2.06M0.29%+1,11113F-HRTimeline
Broyhill Asset Management, LLC18,718$2.05M1.86%-3,50813F-HRTimeline
Good Steward Wealth Advisors,LLC18,610$2.04M1.6%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,456$2.02M0.07%-11,57113F-HRTimelineGroup
Perennial Investment Advisors, LLC18,341$2.01M0.2%+2,35113F-HRTimeline
Lighthouse Financial LLC18,283$2M1.53%+14,98313F-HRTimeline
Coordinated Financial Services, Inc.18,256$2M1.39%13F-HRTimeline
Aurora Private Wealth, Inc.18,223$2M1.48%+1313F-HRTimeline
Arcataur Capital Management LLC18,100$1.98M0.62%-7013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP18,162$1.98M0.34%-1,55113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,803$1.95M0.05%-7,66113F-HRTimelineGroup
Berkeley Capital Partners, LLC17,770$1.95M0.49%-513F-HRTimeline
Prime Capital Investment Advisors, LLC17,683$1.94M0.03%-47,07313F-HRTimeline
Ballast, Inc.17,562$1.92M0.5%-91213F-HR/ATimeline
HANCOCK WHITNEY CORP17,496$1.92M0.04%+4,00113F-HRTimeline
LexAurum Advisors, LLC17,451$1.91M0.3%013F-HRTimeline
NWAM LLC17,207$1.88M0.11%+7,25613F-HR/ATimeline
Edge Financial Advisors LLC17,002$1.86M0.98%-9,63313F-HRTimeline
Cosner Financial Group, LLC16,811$1.84M1.03%-2013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,533$1.81M<0.01%-3,22613F-HR/ATimelineGroup
BCWM, LLC16,517$1.81M0.57%-86413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd16,380$1.8M0.03%+1,94213F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT16,379$1.8M0.43%-5,46013F-HRTimeline
Keystone Wealth Services, LLC16,347$1.79M0.43%-9013F-HRTimeline
Investment Advisory Group, LLC16,309$1.79M0.54%-28913F-HRTimeline
Van Hulzen Asset Management, LLC16,273$1.78M0.15%+1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,194$1.77M<0.01%-28813F-HRTimelineGroup
Roundview Capital LLC16,125$1.77M0.12%-3,53013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC16,083$1.76M0.29%new13F-HRTimelineGroup
Smartleaf Asset Management LLC16,078$1.75M0.15%+2,20213F-HRTimeline
King Wealth Management Group15,885$1.74M0.24%-89513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,809$1.73M0.01%-30413F-HRTimelineGroup
SONATA CAPITAL GROUP INC15,721$1.72M0.69%-1,12413F-HRTimeline
J.W. COLE ADVISORS, INC.15,546$1.7M0.04%+2,45513F-HRTimeline
Cambridge Advisors Inc.15,410$1.69M0.35%+4,70013F-HRTimeline
Prospera Financial Services Inc15,386$1.69M0.03%+7713F-HRTimeline
Headlands Technologies LLC15,070$1.65M0.2%-47,01613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc15,068$1.65M<0.01%-108,14813F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.64M0.03%013F-HRTimelineGroup
Mesirow Financial Investment Management…14,928$1.64M0.03%+5113F-HRTimeline
Florin Court Capital LLP14,900$1.63M1.67%+8,90013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,518$1.59M0.06%+3,00513F-HRTimelineGroup
Warwick Investment Management, Inc.14,369$1.57M0.31%-6,24713F-HRTimeline
Allie Family Office LLC14,269$1.56M0.78%-1,64013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.14,236$1.56M0.99%+30913F-HRTimeline
Simplicity Wealth,LLC14,165$1.55M0.06%+4,62713F-HRTimeline
Freedom Financial Partners LLC14,153$1.55M0.65%-18013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,108$1.55M0.11%+66413F-HRTimeline
Running Point Capital Advisors, LLC14,100$1.55M0.43%+50213F-HRTimeline
Financial Advocates Investment Manageme…14,085$1.54M0.13%-3,29213F-HRTimeline
Financial Sense Advisors, Inc.14,061$1.54M0.37%+30313F-HRTimeline
Clear Creek Financial Management, LLC13,914$1.53M0.15%-1,64713F-HRTimeline
Copia Wealth Management13,887$1.52M1.28%-3,59113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,833$1.52M0.04%+2,97213F-HRTimeline
Center For Asset Management LLC14,145$1.51M0.93%+3,57913F-HRTimeline
Forefront Wealth Partners, LLC14,007$1.5M1.03%+69413F-HRTimeline
Uptown Financial Advisors LLC13,526$1.48M1.38%-75513F-HRTimeline
Arrowroot Family Office, LLC13,518$1.48M0.66%13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC13,437$1.47M1.38%13F-HRTimeline
IFP Advisors, Inc13,426$1.47M0.04%+11513F-HRTimeline
SeaCrest Wealth Management, LLC13,360$1.46M0.16%-1313F-HRTimeline
Disciplined Investments, LLC13,353$1.46M0.62%-7113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,280$1.46M0.02%-5513F-HRTimelineGroup
True Freedom Investing, LLC13,179$1.44M0.57%13F-HRTimeline
Sunbelt Securities, Inc.13,485$1.44M0.13%-1,60913F-HRTimeline
FIDUCIENT ADVISORS LLC13,134$1.44M0.18%+26513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,116$1.44M0.07%+60913F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA12,935$1.42M0.75%+10013F-HRTimeline
GRIES FINANCIAL LLC12,871$1.41M0.26%-44613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,755$1.4M+1,273Timeline
CMG Global Holdings, LLC12,835$1.4M0.73%-9213F-HRTimeline
SteelPeak Wealth, LLC12,568$1.38M0.05%-1,62913F-HRTimeline
BLAIR WILLIAM & CO/IL12,401$1.36M<0.01%+2,07213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.12,388$1.36M0.01%-8,50513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SILVERLAKE WEALTH MANAGEMENT LLC12,252$1.34M0.4%+23313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,271$1.34M0.03%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC12,087$1.32M0.07%new13F-HR/ATimeline
IEQ CAPITAL, LLC12,070$1.32M0.01%+15713F-HRTimeline
Abacus Wealth Partners, LLC12,024$1.32M0.2%new13F-HRTimeline
TFB Advisors LLC11,943$1.31M0.34%+18413F-HRTimeline
Arrow Investment Advisors, LLC11,860$1.3M1.26%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,748$1.29M0.02%+39513F-HRTimeline
Icon Wealth Advisors, LLC11,744$1.29M0.09%-51013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,716$1.28M0.1%+97913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…11,662$1.28M0.75%13F-HRTimelineGroup
1832 Asset Management L.P.11,647$1.28M<0.01%-3,33113F-HRTimeline
RFG Advisory, LLC11,617$1.27M0.03%-6,24613F-HRTimeline
EQ LLC11,607$1.27M0.49%-49,68113F-HRTimeline
GC Wealth Management RIA, LLC11,491$1.26M0.1%-3213F-HRTimeline
Stonebridge Financial Planning Group, L…11,468$1.26M0.52%+24513F-HRTimeline
Onyx Bridge Wealth Group LLC11,448$1.25M0.17%-1,42213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,380$1.25M0.02%+8913F-HRTimelineGroup
Ocean Park Asset Management, LLC11,353$1.23M0.04%013F-HRTimeline
Adams Asset Advisors, LLC11,180$1.23M0.17%+7,95113F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,147$1.22M0.08%-1313F-HRTimeline
CHOREO, LLC11,113$1.22M0.02%-4,92813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,102$1.22M0.63%-1,88513F-HRTimeline
VAN STRUM & TOWNE INC.10,972$1.2M0.38%-45513F-HRTimeline
Intergy Private Wealth, LLC10,910$1.2M0.41%+1,85713F-HRTimeline
VestGen Investment Management10,841$1.19M0.85%-93413F-HRTimeline
Riggs Asset Managment Co. Inc.10,833$1.19M0.29%-20613F-HRTimeline
Laurel Wealth Advisors LLC10,647$1.17M0.17%-19413F-HR/ATimeline
WEDBUSH SECURITIES INC10,633$1.17M0.04%-4,89013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,421$1.14M0.05%-58213F-HRTimeline
GWN SECURITIES INC.10,385$1.14M0.21%-75,06713F-HRTimeline
Magnus Financial Group LLC10,381$1.14M0.1%-1,23113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,372$1.14M<0.01%-84,96313F-HRTimelineGroup
Alteri Wealth LLC10,361$1.14M0.44%+1,47513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,281$1.13M0.03%-46113F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,253$1.12M0.21%+1713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,142$1.11M0.89%+2,93013F-HRTimeline
Savvy Advisors, Inc.10,140$1.11M0.07%+5,07013F-HRTimeline
Global Retirement Partners, LLC10,074$1.1M0.03%13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,992$1.1M0.95%+3613F-HRTimeline
WealthShield Partners, LLC9,930$1.09M0.13%-96913F-HRTimeline
Family Capital Management, Inc.9,903$1.09M0.57%-22313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,900$1.09M<0.01%new13F-HRTimeline
Ledyard National Bank9,644$1.06M0.1%013F-HRTimeline
Rathbones Group PLC9,583$1.05M<0.01%+7213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,550$1.05M0.09%-19313F-HR/ATimeline
Dynamic Advisor Solutions LLC9,430$1.03M0.03%+77913F-HRTimeline
Wealth Advisory Solutions, LLC9,262$1.02M0.26%+1,24113F-HRTimeline
Bellecapital International Ltd.9,173$1.01M0.18%013F-HRTimeline
HighMark Wealth Management LLC9,014$988K0.48%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC9,004$987K0.55%+10313F-HRTimeline
World Investment Advisors9,003$987K0.02%-4,03113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,000$986K0.02%-12813F-HRTimeline
WEALTH ALLIANCE, LLC8,925$978K0.11%-25713F-HRTimeline
NATIXISin group Natixis Investment Managers8,922$978K<0.01%-5,39113F-HRTimelineGroup
BLB&B Advisors, LLC8,882$974K0.05%-83013F-HRTimeline
Sincerus Advisory, LLC8,908$971K0.91%-48713F-HRTimeline
INNEALTA CAPITAL, LLC8,754$960K0.51%-24413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,721$956K0.01%-65213F-HRTimelineGroup
Compagnie Lombard Odier SCmA8,635$946K0.01%+13513F-HRTimeline
Lifestyle Asset Management, Inc.8,587$941K0.44%new13F-HRTimeline
Thrive Capital Management, LLC8,582$941K0.29%new13F-HRTimeline
GeoWealth Management, LLC8,569$939K0.04%+11913F-HRTimeline
FreeGulliver LLC8,460$927K0.43%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,414$922K0.01%-28,87613F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC8,402$921K0.04%013F-HRTimeline
Focus Financial Network, Inc.8,368$917K0.04%-2513F-HRTimeline
Private Advisory Group LLC8,256$905K0.08%new13F-HRTimeline
Tempus Wealth Planning, LLC8,219$901K0.22%+1613F-HRTimeline
Wealthspire Advisors, LLC8,142$892K0.01%-35913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,115$889K0.01%+41513F-HRTimelineGroup
Capitol Family Office, Inc.8,102$888K1.16%+10513F-HRTimeline
Founders Financial Alliance, LLC8,077$885K0.2%-66013F-HRTimeline
Life Planning Partners, Inc8,046$882K0.7%-90413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,018$879K0.29%+10813F-HRTimeline
Venture Visionary Partners LLC8,015$879K0.03%+3,59213F-HRTimeline
Diversified Enterprises, LLC7,969$873K0.07%-3,29313F-HRTimeline
Moors & Cabot, Inc.7,867$862K0.04%-35313F-HRTimeline
Clarendon Private LLC7,865$862K0.83%+83213F-HRTimeline
Texas Bank & Trust Co7,782$853K0.34%013F-HRTimeline
Koshinski Asset Management, Inc.7,680$842K0.06%-79113F-HRTimeline
Indiana Trust & Investment Management Co7,677$841K0.28%-80813F-HRTimeline
WEALTHGARDEN F.S. LLC7,696$840K0.7%+15413F-HRTimeline
Main Street Financial Solutions, LLC7,652$839K0.06%+8113F-HRTimeline
Csenge Advisory Group7,767$837K0.04%+24613F-HRTimeline
INVESTMENT HOUSE LLC7,565$829K0.04%013F-HRTimeline
City State Bank7,410$812K0.25%+50013F-HRTimeline
PRIVATE TRUST CO NA7,401$811K0.08%-2,32413F-HRTimeline
Cascade Financial Partners, LLC7,399$811K0.1%-10613F-HRTimeline
RDA Financial Network7,374$808K0.22%-19313F-HRTimeline
OFC FINANCIAL PLANNING, LLC7,338$804K0.85%013F-HRTimeline
D.A. DAVIDSON & CO.7,164$785K0.01%-3,31213F-HRTimeline
MCDONALD PARTNERS LLC7,078$776K0.19%-50013F-HRTimeline
Arete Wealth Advisors, LLC6,964$763K0.05%-5,70813F-HRTimeline
Mount Lucas Management LP6,945$761K0.36%+913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,934$760K0.02%+76013F-HRTimelineGroup
High Falls Advisors, Inc6,814$747K0.17%-3,70013F-HRTimeline
NORDEN GROUP LLC6,735$738K0.08%+2,20313F-HRTimeline
BANQUE PICTET & CIE SA6,683$733K0.01%013F-HRTimeline
Ridgewood Investments LLC6,681$732K0.32%-34713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,632$727K0.04%-5,46913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,622$726K0.07%-3813F-HRTimeline
WHITE PINE CAPITAL LLC6,552$718K0.23%+3,51613F-HRTimeline
Omega Financial Group, LLC6,540$717K0.26%+1313F-HRTimeline
Midwestern Financial, LLC /IA6,529$716K0.67%13F-HRTimeline
Haverford Trust Co6,518$714K0.01%+3,74113F-HRTimeline
Traynor Capital Management, Inc.6,524$713K0.05%-9213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,503$713K0.09%+1,15213F-HRTimeline
HB Wealth Management, LLC6,499$712K0.01%+2,72113F-HRTimeline
PINNACLE ASSOCIATES LTD6,403$702K0.01%+213F-HRTimeline
Etesian Wealth Advisors, Inc.6,386$700K0.26%-2,54013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,382$700K0.03%+1,48613F-HRTimeline
Everstar Asset Management, LLC6,375$699K0.43%-40013F-HRTimeline
Rockingstone Advisors LLC6,375$699K0.37%-1,00813F-HRTimeline
Kaizen Financial Strategies6,356$697K0.35%+38113F-HRTimeline
Quadrant Private Wealth Management, LLC6,348$696K0.14%-5,41313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,297$690K0.12%+12213F-HRTimeline
Arlington Capital Management, Inc.6,283$689K0.6%+1813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,231$683K0.05%013F-HRTimeline
Trivium Point Advisory, LLC6,219$682K0.07%-24613F-HRTimeline
Adaptive Financial Consulting, LLC6,200$680K0.28%-18913F-HRTimeline
10Elms LLP6,186$678K0.65%013F-HRTimeline
Gouws Capital LLC6,178$677K0.41%013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …6,177$677K<0.01%+23813F-HRTimelineGroup