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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
Arcataur Capital Management LLC18,078$2.02M0.59%-2213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,013$2.01M<0.01%new13F-HRTimelineGroup
Broyhill Asset Management, LLC17,922$2M1.75%-79613F-HRTimeline
Pinnacle Financial Partners Inc17,897$1.99M0.05%-30,62113F-HRTimeline
Berkeley Capital Partners, LLC17,808$1.99M0.47%+3813F-HRTimeline
NATIXISin group Natixis Investment Managers17,649$1.97M0.01%+8,72713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC17,579$1.96M0.02%-10413F-HRTimeline
UMB Bank, n.a.17,569$1.96M0.03%-2,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VIAWEALTH, LLC17,509$1.95M1.07%-1,46913F-HRTimeline
J.W. COLE ADVISORS, INC.17,479$1.95M0.04%+1,93313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,444$1.94M0.07%-1,01213F-HRTimelineGroup
BCWM, LLC17,433$1.94M0.58%+91613F-HRTimeline
LexAurum Advisors, LLC17,349$1.93M0.27%-10213F-HRTimeline
Sovran Advisors, LLC17,146$1.91M0.17%-5,95513F-HRTimeline
NWAM LLC16,998$1.9M0.1%-20913F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC17,013$1.9M0.34%+6,76013F-HRTimeline
Bulltick Wealth Management, LLC16,660$1.86M0.44%-5,83013F-HRTimeline
Cosner Financial Group, LLC16,655$1.86M1%-15613F-HRTimeline
Allie Family Office LLC16,589$1.85M0.88%+2,32013F-HRTimeline
Cambridge Advisors Inc.16,390$1.83M0.36%+98013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,291$1.82M<0.01%+9713F-HRTimelineGroup
True Freedom Investing, LLC16,263$1.81M0.65%+3,08413F-HRTimeline
Roundview Capital LLC16,220$1.81M0.11%+9513F-HRTimeline
Investment Advisory Group, LLC15,839$1.77M0.48%-47013F-HRTimeline
Riggs Asset Managment Co. Inc.15,809$1.76M0.38%+4,97613F-HRTimeline
Copia Wealth Management15,649$1.74M1.3%+1,76213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,603$1.74M0.04%-2,20013F-HRTimelineGroup
King Wealth Management Group15,542$1.73M0.22%-34313F-HRTimeline
SONATA CAPITAL GROUP INC15,533$1.73M0.64%-18813F-HRTimeline
COUNTRY TRUST BANK15,500$1.73M0.04%-644,82313F-HRTimeline
Running Point Capital Advisors, LLC15,393$1.72M0.46%+1,29313F-HRTimeline
Prospera Financial Services Inc15,103$1.68M0.03%-28313F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.15,081$1.68M0.01%-5,35413F-HRTimeline
Freedom Financial Partners LLC15,021$1.67M0.64%+86813F-HRTimeline
HANCOCK WHITNEY CORP15,008$1.67M0.03%-2,48813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.67M0.03%013F-HRTimelineGroup
PRIVATE TRUST CO NA14,808$1.65M0.15%+7,40713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.14,798$1.65M0.97%+56213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,774$1.65M0.02%+1,49413F-HRTimelineGroup
Van Hulzen Asset Management, LLC14,655$1.63M0.12%-1,61813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,639$1.63M0.05%-18,83213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC14,579$1.63M0.11%+47113F-HRTimeline
EQ LLC14,562$1.62M0.55%+2,95513F-HRTimeline
Warwick Investment Management, Inc.14,499$1.62M0.28%+13013F-HRTimeline
Savvy Advisors, Inc.14,347$1.6M0.07%+4,20713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,934$1.55M0.04%+10113F-HRTimeline
Forefront Wealth Partners, LLC13,916$1.55M0.39%-9113F-HRTimeline
Arrowroot Family Office, LLC13,895$1.55M0.62%+37713F-HRTimeline
Mesirow Financial Investment Management…13,761$1.53M0.03%-1,16713F-HRTimeline
Financial Sense Advisors, Inc.13,681$1.52M0.28%-38013F-HRTimeline
FIDUCIENT ADVISORS LLC13,623$1.52M0.18%+48913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,567$1.51M0.05%-95113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,497$1.5M0.01%-2,31213F-HRTimelineGroup
Disciplined Investments, LLC13,270$1.48M0.59%-8313F-HRTimeline
SeaCrest Wealth Management, LLC13,202$1.47M0.15%-15813F-HRTimeline
Uptown Financial Advisors LLC13,007$1.45M1.27%-51913F-HRTimeline
CMG Global Holdings, LLC12,891$1.45M0.71%+5613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12,954$1.44M0.01%+1,20613F-HRTimeline
Ocean Park Asset Management, LLC12,954$1.44M0.06%+1,60113F-HRTimeline
SteelPeak Wealth, LLC12,895$1.44M0.05%+32713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC12,789$1.43M1.11%-64813F-HRTimeline
GRIES FINANCIAL LLC12,730$1.42M0.22%-14113F-HRTimeline
Abacus Wealth Partners, LLC12,635$1.41M0.2%+61113F-HRTimeline
Dynamic Advisor Solutions LLC12,581$1.4M0.04%+3,15113F-HRTimeline
SIMON QUICK ADVISORS, LLC12,529$1.4M0.06%+44213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…12,521$1.4M0.79%+85913F-HRTimelineGroup
PFG Advisors12,399$1.38M0.06%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,384$1.38M0.03%+5,45013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC12,264$1.37M0.34%+1213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,220$1.36M0.03%-5113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…12,153$1.35M0.51%+68513F-HRTimeline
ShoreHaven Wealth Partners, LLC12,084$1.35M0.5%-8,51313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,145$1.34M-610Timeline
Alteri Wealth LLC12,039$1.34M0.46%+1,67813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,913$1.33M0.08%+19713F-HRTimeline
Arrow Investment Advisors, LLC11,860$1.32M1.46%013F-HRTimeline
BLAIR WILLIAM & CO/IL11,761$1.31M<0.01%-64013F-HRTimeline
Simplicity Wealth,LLC11,712$1.31M0.08%-2,45313F-HRTimeline
Magnus Financial Group LLC11,601$1.29M0.1%+1,22013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC11,499$1.28M0.1%-19,23113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC11,495$1.28M0.75%+1,35313F-HRTimeline
Rathbones Group PLC11,447$1.28M0.01%+1,86413F-HRTimeline
Capricorn Fund Managers Ltd11,402$1.27M0.43%new13F-HRTimeline
Intergy Private Wealth, LLC11,394$1.27M0.4%+48413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,299$1.26M0.01%+2,57813F-HRTimelineGroup
VAN STRUM & TOWNE INC.11,298$1.26M0.37%+32613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,265$1.26M0.05%-1,85113F-HRTimelineGroup
Adams Asset Advisors, LLC11,258$1.25M0.16%+7813F-HRTimeline
Constant Guidance Financial LLC11,190$1.25M1%-13,17013F-HRTimeline
Edge Financial Advisors LLC11,181$1.25M0.56%-5,82113F-HRTimeline
WEDBUSH SECURITIES INC10,984$1.22M0.04%+35113F-HRTimeline
ASPIRIANT, LLC10,930$1.22M0.04%-10,69613F-HRTimeline
Slocum, Gordon & Co LLP10,917$1.22M0.97%new13F-HRTimeline
GC Wealth Management RIA, LLC10,912$1.22M0.04%-57913F-HRTimeline
Montecito Bank & Trust10,823$1.21M0.19%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC10,795$1.2M0.6%-30713F-HRTimeline
Global Retirement Partners, LLC10,731$1.2M0.03%+65713F-HRTimeline
Laurel Wealth Advisors LLC10,647$1.19M0.17%013F-HRTimeline
CHOREO, LLC10,374$1.16M0.02%-73913F-HRTimeline
Boreal Capital Management LLC10,340$1.15M0.93%+5,60013F-HRTimeline
World Investment Advisors10,105$1.13M0.02%+1,10213F-HRTimeline
Cresset Asset Management, LLC10,099$1.13M<0.01%+7,07013F-HR/ATimeline
GeoWealth Management, LLC10,089$1.12M0.04%+1,52013F-HRTimeline
IFP Advisors, Inc10,033$1.12M0.03%-3,39313F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,985$1.11M0.03%-29613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,853$1.1M0.88%-13913F-HRTimeline
Wealth Advisory Solutions, LLC9,783$1.09M0.26%+52113F-HRTimeline
GWN SECURITIES INC.9,741$1.09M0.25%-64413F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,658$1.08M0.25%-6,72113F-HRTimeline
1832 Asset Management L.P.9,549$1.06M<0.01%-2,09813F-HRTimeline
Clear Creek Financial Management, LLC9,284$1.03M0.09%-4,63013F-HRTimeline
Family Capital Management, Inc.9,181$1.02M0.49%-72213F-HRTimeline
Bellecapital International Ltd.9,173$1.02M0.17%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,081$1.01M0.02%-2,29913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,046$1.01M0.08%-50413F-HR/ATimeline
Sincerus Advisory, LLC9,045$1.01M0.86%+13713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,000$1M0.02%013F-HRTimeline
TFB Advisors LLC8,938$1M0.29%-3,00513F-HRTimeline
Phil A. Younker & Associates, Ltd.8,973$1M0.77%new13F-HRTimeline
WEALTH ALLIANCE, LLC8,964$999K0.1%+3913F-HRTimeline
WealthShield Partners, LLC8,919$994K0.11%-1,01113F-HRTimeline
HighMark Wealth Management LLC8,857$987K0.43%-15713F-HRTimeline
Cambridge Financial Group, LLC8,819$983K0.32%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,766$977K0.07%+2,87613F-HRTimeline
INNEALTA CAPITAL, LLC8,685$968K0.48%-6913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,665$966K0.01%+55013F-HRTimelineGroup
Compagnie Lombard Odier SCmA8,635$963K0.01%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC8,573$956K0.53%-43113F-HRTimeline
VestGen Investment Management8,570$955K0.57%-2,27113F-HRTimeline
Life Planning Partners, Inc8,552$953K0.7%+50613F-HRTimeline
B. Riley Wealth Advisors, Inc.8,550$953K0.05%+3,11713F-HRTimeline
AlphaQuest LLC8,498$947K0.06%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC8,402$937K0.04%013F-HRTimeline
BLB&B Advisors, LLC8,376$934K0.04%-50613F-HRTimeline
Diversified Enterprises, LLC8,365$932K0.06%+39613F-HRTimeline
Moors & Cabot, Inc.8,318$927K0.04%+45113F-HRTimeline
Tempus Wealth Planning, LLC8,292$924K0.21%+7313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,292$924K0.03%-2,12913F-HRTimeline
Focus Financial Network, Inc.8,269$922K0.03%-9913F-HRTimeline
Capitol Family Office, Inc.8,190$913K1.11%+8813F-HRTimeline
D.A. DAVIDSON & CO.8,177$912K0.01%+1,01313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,173$911K0.28%+15513F-HRTimeline
Founders Financial Alliance, LLC8,136$907K0.17%+5913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,008$893K0.17%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,969$888K0.01%-44513F-HRTimelineGroup
Arete Wealth Advisors, LLC7,986$888K0.06%+1,02213F-HRTimeline
Main Street Financial Solutions, LLC7,942$885K0.06%+29013F-HRTimeline
Wealthspire Advisors, LLC7,898$880K<0.01%-24413F-HRTimeline
Ground Swell Capital, LLC7,827$872K1.91%new13F-HRTimeline
Texas Bank & Trust Co7,747$864K0.33%-3513F-HRTimeline
HB Wealth Management, LLC7,499$836K0.01%+1,00013F-HRTimeline
Ausdal Financial Partners, Inc.7,451$831K0.04%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,410$826K0.53%-5,52513F-HRTimeline
City State Bank7,410$826K0.24%013F-HRTimeline
Cascade Financial Partners, LLC7,399$825K0.09%013F-HRTimeline
Thrive Capital Management, LLC7,296$813K0.21%-1,28613F-HRTimeline
Belpointe Asset Management LLC7,290$813K0.03%+2,92113F-HRTimeline
Mount Lucas Management LP7,233$806K0.36%+28813F-HRTimeline
WEALTHGARDEN F.S. LLC7,125$802K0.57%-57113F-HRTimeline
OFC FINANCIAL PLANNING, LLC7,190$801K0.79%-14813F-HRTimeline
INVESTMENT HOUSE LLC7,165$799K0.04%-40013F-HRTimeline
Clarendon Private LLC7,150$797K0.72%-71513F-HRTimeline
MCDONALD PARTNERS LLC7,078$789K0.24%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,067$788K0.04%+43513F-HRTimeline
Maridea Wealth Management LLC6,991$787K0.12%new13F-HRTimeline
Allworth Financial LP7,056$787K<0.01%+1,12013F-HRTimeline
Koshinski Asset Management, Inc.7,040$785K0.05%-64013F-HRTimeline
Ridgewood Investments LLC7,021$783K0.33%+34013F-HRTimeline
RDA Financial Network6,979$778K0.19%-39513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,969$777K0.07%+34713F-HRTimeline
Venture Visionary Partners LLC6,719$749K0.03%-1,29613F-HRTimeline
BANQUE PICTET & CIE SA6,683$745K0.01%013F-HRTimeline
Omega Financial Group, LLC6,553$731K0.25%+1313F-HRTimeline
WHITE PINE CAPITAL LLC6,552$730K0.21%013F-HRTimeline
AMERIFLEX GROUP, INC.6,477$722K0.27%+6,05613F-HRTimeline
Gladstone Institutional Advisory LLC6,443$718K0.03%+70213F-HRTimeline
Trivium Point Advisory, LLC6,443$718K0.07%+22413F-HRTimeline
Summa Corp.6,425$716K0.31%+1,32513F-HRTimeline
PINNACLE ASSOCIATES LTD6,406$714K0.01%+313F-HRTimeline
Everstar Asset Management, LLC6,375$711K0.4%013F-HRTimeline
International Private Wealth Advisors L…6,370$710K0.45%+23513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,366$710K0.11%+6913F-HRTimeline
Pachira Investments Inc.6,275$699K0.39%new13F-HRTimeline
Indiana Trust & Investment Management Co6,244$696K0.21%-1,43313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,229$694K0.05%-213F-HRTimeline
Rockingstone Advisors LLC6,223$694K0.34%-15213F-HRTimeline
10Elms LLP6,186$690K0.62%013F-HRTimeline
Gouws Capital LLC6,178$689K0.38%013F-HRTimeline
Kaizen Financial Strategies6,203$688K0.31%-15313F-HRTimeline
City Center Advisors, LLC6,142$685K0.67%+1,48113F-HRTimeline
Ledyard National Bank6,132$684K0.06%-3,51213F-HRTimeline
Fairscale Capital, LLC6,116$682K0.47%013F-HRTimeline
Compass Ion Advisors, LLC6,039$673K0.06%+1013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,023$671K<0.01%+28313F-HR/ATimelineGroup
Quadrant Private Wealth Management, LLC5,995$668K0.12%-35313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,990$668K0.04%-5,15713F-HRTimeline
Per Stirling Capital Management, LLC.5,960$664K0.08%-8113F-HRTimeline
Lewis Asset Management, LLC5,952$663K0.27%+80813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,939$662K0.22%-5213F-HRTimeline
Sharper & Granite LLC5,908$659K0.24%+20813F-HRTimeline