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Disclosery

LQD ISHARES TR

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SHS (fund)

1,137 managers (1,153 13F filers) reported a position in LQD shares at 2025-12-31, 279,499,223 shares in all. 106 filers opened a position and 68 filers sold out during the quarter.

Managers
1,137
13F filers
1,153
New
106
Added
440
Reduced
363
Sold out
68
Shares held by filers
279,499,223

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Procyon Advisors, LLC22,520$2.48M0.12%-1,30213F-HRTimeline
Aurora Private Wealth, Inc.22,430$2.47M1.62%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,257$2.45M<0.01%+5,96613F-HRTimelineGroup
IEQ CAPITAL, LLC22,155$2.44M0.01%-3213F-HRTimeline
SSA SWISS ADVISORS AG22,135$2.44M1.14%-16,22813F-HRTimeline
Bishop & Co Investment Management, LLC22,142$2.44M0.81%-1,59013F-HRTimeline
Riggs Asset Managment Co. Inc.22,006$2.42M0.49%+6,19713F-HRTimeline
MGO ONE SEVEN LLC21,878$2.41M0.05%-44713F-HRTimeline
Gladwyn Financial Advisors, Inc.21,793$2.4M1.69%+68613F-HRTimeline
Avior Wealth Management, LLC21,775$2.4M0.07%-1913F-HRTimeline
CV Advisors LLC21,450$2.36M0.6%-4,95013F-HRTimeline
Crews Bank & Trust21,286$2.35M0.34%-2,62513F-HRTimeline
Private Advisory Group LLC20,928$2.31M0.18%+1,50513F-HRTimeline
Evolution Wealth Advisors, LLC20,850$2.3M0.23%+70413F-HRTimeline
BRADY FAMILY WEALTH, LLC20,682$2.28M0.7%+22813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP20,481$2.26M0.79%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,265$2.23M0.05%+4,66213F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd20,184$2.22M0.02%-44,83613F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.20,137$2.22M1.25%-34613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …19,902$2.2M0.24%-29,47013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,948$2.2M<0.01%-2,05513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC19,898$2.19M0.02%+6,94413F-HRTimeline
Ocean Park Asset Management, LLC19,898$2.19M0.1%+6,94413F-HRTimeline
Sovran Advisors, LLC19,532$2.17M0.18%+2,38613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,361$2.13M0.02%+4113F-HRTimelineGroup
Ballast, Inc.19,164$2.11M0.49%+48613F-HRTimeline
SteelPeak Wealth, LLC19,002$2.09M0.07%+6,10713F-HRTimeline
L & S Advisors Inc18,944$2.09M0.19%new13F-HRTimeline
Clearstead Advisors, LLC18,936$2.09M0.03%-4,72613F-HRTimeline
Exit Wealth Advisors, LLC.18,932$2.09M1.23%+13,18513F-HRTimeline
Mandatum Life Insurance Co Ltd18,802$2.07M0.47%013F-HRTimeline
Perennial Investment Advisors, LLC18,775$2.07M0.16%-1,27113F-HRTimeline
Bulltick Wealth Management, LLC18,678$2.06M0.44%+2,01813F-HRTimeline
Ausdal Financial Partners, Inc.18,541$2.04M0.09%+11,09013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG18,442$2.03M0.03%+3,44213F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC18,225$2.01M0.33%+1,21213F-HRTimeline
RFG Advisory, LLC18,083$1.99M0.04%-14,56513F-HRTimeline
BCWM, LLC18,054$1.99M0.6%+62113F-HRTimeline
Lakeridge Wealth Management LLC17,991$1.98M0.9%-52,83513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,827$1.96M0.31%new13F-HRTimeline
Arcataur Capital Management LLC17,704$1.95M0.56%-37413F-HRTimeline
Berkeley Capital Partners, LLC17,581$1.94M0.46%-22713F-HRTimeline
Smartleaf Asset Management LLC17,441$1.93M0.07%-72113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP17,476$1.93M0.33%-84713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,382$1.92M0.06%-6213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,188$1.89M<0.01%-82513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.17,154$1.89M<0.01%new13F-HRTimelineGroup
Copia Wealth Management17,137$1.89M1.35%+1,48813F-HRTimeline
NWAM LLC17,089$1.89M0.11%+9113F-HRTimeline
Roundview Capital LLC16,982$1.87M0.12%+76213F-HRTimeline
Prime Capital Investment Advisors, LLC16,899$1.86M0.02%-68013F-HRTimeline
Savvy Advisors, Inc.16,843$1.86M0.06%+2,49613F-HRTimeline
Florin Court Capital LLP16,800$1.85M2.58%-6,80013F-HRTimeline
Allie Family Office LLC16,589$1.83M0.85%013F-HRTimeline
Cambridge Advisors Inc.16,390$1.81M0.34%013F-HRTimeline
VIAWEALTH, LLC16,358$1.8M1.01%-1,15113F-HRTimeline
Freedom Financial Partners LLC15,987$1.76M0.64%+96613F-HRTimeline
Cosner Financial Group, LLC15,861$1.75M0.89%-79413F-HRTimeline
Investment Advisory Group, LLC15,764$1.74M0.45%-7513F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.15,719$1.73M0.06%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.15,667$1.73M0.19%-7,85313F-HRTimeline
Plan Group Financial, LLC15,659$1.73M0.45%-9,25713F-HRTimeline
COUNTRY TRUST BANK15,500$1.71M0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.23,462$1.71M0.04%+5,98313F-HRTimeline
Buck Wealth Strategies, LLC15,459$1.7M0.22%new13F-HRTimeline
Uptown Financial Advisors LLC15,358$1.69M1.44%+2,35113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.15,316$1.69M1.09%-5,20113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,233$1.68M0.06%+10,81113F-HRTimelineGroup
Running Point Capital Advisors, LLC15,196$1.67M0.46%-19713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,135$1.67M0.96%+33713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,021$1.66M0.04%+1,08713F-HRTimeline
Spectrum Strategic Capital Management, …15,013$1.65M0.88%-12,05613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,978$1.65M0.05%+33913F-HR/ATimelineGroup
SONATA CAPITAL GROUP INC14,950$1.65M0.6%-58313F-HRTimeline
King Wealth Management Group14,906$1.64M0.2%-63613F-HRTimeline
Prospera Financial Services Inc14,602$1.61M0.03%-50113F-HRTimeline
NATIXISin group Natixis Investment Managers14,598$1.61M0.01%-3,05113F-HRTimelineGroup
SIG BROKERAGE, LP14,589$1.61M0.54%new13F-HRTimeline
Van Hulzen Asset Management, LLC14,520$1.6M0.12%-13513F-HRTimeline
Warwick Investment Management, Inc.14,457$1.59M0.25%-4213F-HRTimeline
Integrated Wealth Concepts LLC13,986$1.54M0.02%-15,79713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,933$1.54M0.11%-64613F-HRTimeline
FIDUCIENT ADVISORS LLC13,903$1.53M0.19%+28013F-HRTimeline
Boreal Capital Management LLC13,850$1.53M1.15%+3,51013F-HRTimeline
UMB Bank, n.a.13,831$1.52M0.02%-3,73813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arrowroot Family Office, LLC13,800$1.52M0.55%-9513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,348$1.47M0.06%+2,08313F-HRTimelineGroup
Reflection Asset Management13,278$1.46M1.04%13F-HRTimeline
Financial Sense Advisors, Inc.13,277$1.46M0.27%-40413F-HRTimeline
Global Retirement Partners, LLC13,245$1.46M0.03%+2,51413F-HRTimeline
SeaCrest Wealth Management, LLC13,180$1.46M0.15%-2213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,198$1.45M0.01%-29913F-HRTimelineGroup
Alteri Wealth LLC13,043$1.44M0.47%+1,00413F-HRTimeline
PRIVATE TRUST CO NA13,039$1.44M0.13%-1,76913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,031$1.44M0.03%+64713F-HRTimelineGroup
Finer Wealth Management, Inc.12,920$1.42M0.69%+7,29513F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.12,720$1.4M1.38%13F-HRTimeline
Disciplined Investments, LLC12,586$1.39M0.53%-68413F-HRTimeline
CMG Global Holdings, LLC12,600$1.39M0.62%-29113F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC12,519$1.38M0.98%-27013F-HRTimeline
Northstar Advisory Group, LLC12,493$1.38M0.49%new13F-HRTimeline
HUB Investment Partners, LLC12,475$1.37M0.04%+10,08613F-HRTimeline
SIMON QUICK ADVISORS, LLC12,464$1.37M0.06%-6513F-HRTimeline
Worth Financial Advisory Group, LLC12,440$1.37M0.66%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,427$1.37M0.05%-1,14013F-HRTimelineGroup
Marble Wealth, LLC12,417$1.37M0.19%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,326$1.36M0.07%+41313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,220$1.35M0.03%013F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC12,030$1.33M0.76%+53513F-HRTimeline
Abacus Wealth Partners, LLC12,024$1.32M0.13%-61113F-HRTimeline
Farringdon Capital, Ltd.12,004$1.32M0.32%+7,62613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…11,976$1.32M0.63%-54513F-HRTimelineGroup
Slocum, Gordon & Co LLP11,973$1.32M0.96%+1,05613F-HRTimeline
Stonebridge Financial Planning Group, L…11,831$1.3M0.47%-32213F-HRTimeline
PINEBRIDGE INVESTMENTS LLC11,798$1.3M0.01%13F-HR/ATimeline
Intergy Private Wealth, LLC11,793$1.3M0.39%+39913F-HRTimeline
ShoreHaven Wealth Partners, LLC11,510$1.27M0.46%-57413F-HRTimeline
Capricorn Fund Managers Ltd11,442$1.26M0.3%+4013F-HRTimeline
Blue Capital, Inc.11,371$1.25M0.89%new13F-HRTimeline
Montecito Bank & Trust11,368$1.25M0.2%+54513F-HRTimeline
Rathbones Group PLC11,322$1.25M<0.01%-12513F-HR/ATimeline
WEDBUSH SECURITIES INC11,279$1.24M0.04%+29513F-HRTimeline
BLAIR WILLIAM & CO/IL11,023$1.21M<0.01%-73813F-HRTimeline
Arrow Investment Advisors, LLC10,860$1.2M1.33%-1,00013F-HRTimeline
CASTLEARK MANAGEMENT LLC10,840$1.19M0.04%new13F-HRTimeline
ASPIRIANT, LLC10,818$1.19M0.03%-11213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC10,789$1.19M0.59%-613F-HRTimeline
VAN STRUM & TOWNE INC.10,770$1.19M0.33%-52813F-HRTimeline
Adams Asset Advisors, LLC10,662$1.17M0.15%-59613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,586$1.17M0.26%-1,67813F-HRTimeline
Laurel Wealth Advisors LLC10,522$1.16M0.15%-12513F-HRTimeline
Wealth Advisory Solutions, LLC10,479$1.15M0.27%+69613F-HRTimeline
Mesirow Financial Investment Management…10,430$1.15M0.02%-3,33113F-HRTimeline
GWN SECURITIES INC.10,308$1.14M0.23%+56713F-HRTimeline
HANCOCK WHITNEY CORP10,246$1.13M0.02%-4,76213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,230$1.13M<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC10,154$1.12M0.04%+6513F-HRTimeline
Professional Financial Advisors, LLC10,148$1.12M0.23%new13F-HRTimeline
Edge Financial Advisors LLC10,140$1.12M0.47%-1,04113F-HRTimeline
TrueWealth Financial Partners10,030$1.11M0.91%new13F-HRTimeline
True Blue Financial, LLC10,030$1.11M0.91%13F-HRTimeline
GUIDANCE CAPITAL, INC9,957$1.1M0.27%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,775$1.08M0.02%-21013F-HRTimeline
GC Wealth Management RIA, LLC9,774$1.08M0.04%-1,13813F-HRTimeline
Keystone Wealth Services, LLC9,700$1.07M0.23%+6,63413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,657$1.06M0.8%-19613F-HRTimeline
Magnus Financial Group LLC9,618$1.06M0.08%-1,98313F-HRTimeline
1832 Asset Management L.P.9,608$1.06M<0.01%+5913F-HRTimeline
Moors & Cabot, Inc.9,536$1.05M0.04%+1,21813F-HRTimeline
IFP Advisors, Inc9,501$1.05M0.02%-53213F-HRTimeline
D.A. DAVIDSON & CO.9,439$1.04M0.01%+1,26213F-HRTimeline
WEALTH ALLIANCE, LLC9,248$1.02M0.1%+28413F-HRTimeline
INNEALTA CAPITAL, LLC9,214$1.02M0.55%+52913F-HRTimeline
Engineers Gate Manager LP9,208$1.01M0.01%new13F-HRTimeline
Stronghold Wealth Management L.L.C.9,208$1.01M1.5%13F-HRTimeline
NTV Asset Management LLC9,206$1.01M0.11%+4,37013F-HRTimeline
Kovack Advisors, Inc.9,198$1.01M0.05%+7,05313F-HR/ATimeline
TFB Advisors LLC9,174$1.01M0.28%+23613F-HRTimeline
Bellecapital International Ltd.9,173$1.01M0.18%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,026$999K0.28%+85313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,000$992K0.02%013F-HRTimeline
Capitol Family Office, Inc.8,994$991K1.17%+80413F-HRTimeline
Family Capital Management, Inc.8,980$990K0.44%-20113F-HRTimeline
Phil A. Younker & Associates, Ltd.8,973$989K0.69%013F-HRTimeline
Dynamic Advisor Solutions LLC8,966$988K0.03%-3,61513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,960$987K0.02%-12113F-HRTimelineGroup
WealthShield Partners, LLC8,974$987K0.11%+5513F-HRTimeline
Sincerus Advisory, LLC8,956$987K0.79%-8913F-HRTimeline
HighMark Wealth Management LLC8,952$986K0.4%+9513F-HRTimeline
AssuredPartners Investment Advisors, LLC8,887$979K0.15%+4,05813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,881$979K0.01%+91213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…8,879$978K0.03%new13F-HRTimeline
Simplicity Wealth,LLC8,874$978K0.06%-2,83813F-HRTimeline
CHOREO, LLC8,824$976K0.01%-1,55013F-HRTimeline
Life Planning Partners, Inc8,750$964K0.74%+19813F-HRTimeline
Focus Financial Network, Inc.8,729$962K0.03%+46013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,727$962K0.06%-31913F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,665$955K0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA8,635$951K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,588$946K0.03%new13F-HRTimeline
Cresset Asset Management, LLC8,365$922K<0.01%-1,73413F-HRTimeline
Tactive Advisors, LLC8,303$915K0.27%new13F-HRTimeline
WEALTHGARDEN F.S. LLC8,198$909K0.6%+1,07313F-HRTimeline
VestGen Investment Management8,229$907K0.5%-34113F-HRTimeline
Belpointe Asset Management LLC8,228$907K0.03%+93813F-HRTimeline
FIL Ltdin group FIL Ltd8,000$882K<0.01%new13F-HRTimelineGroup
Yorktown Management & Research Co Inc8,000$882K0.7%new13F-HRTimeline
Archer Investment Management, LLC7,955$877K0.47%new13F-HRTimeline
Tempus Wealth Planning, LLC7,928$874K0.2%-36413F-HRTimeline
Founders Financial Alliance, LLC7,912$872K0.16%-22413F-HRTimeline
Main Street Financial Solutions, LLC7,813$861K0.06%-12913F-HRTimeline
Roger Wittlin Investment Advisory, LLC7,749$854K0.6%-82413F-HRTimeline
Texas Bank & Trust Co7,747$854K0.31%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,718$850K0.14%13F-HRTimeline
EHRLICH FINANCIAL GROUP7,699$848K0.48%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,618$839K0.06%-3,88113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,547$832K0.05%-1,21913F-HRTimeline
Snowden Capital Advisors LLC7,481$824K0.02%+2,13513F-HRTimeline
Gladstone Institutional Advisory LLC7,470$823K0.03%+1,02713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…7,450$821K0.07%new13F-HRTimeline