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Disclosery

LQD ISHARES TR

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SHS (fund)

1,095 managers (1,111 13F filers) reported a position in LQD shares at 2026-03-31, 339,841,898 shares in all. 80 filers opened a position and 120 filers sold out during the quarter.

Managers
1,095
13F filers
1,111
New
80
Added
449
Reduced
385
Sold out
120
Shares held by filers
339,841,898

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BCWM, LLC18,384$2M0.57%+33013F-HRTimeline
Copia Wealth Management18,355$2M1.37%+1,21813F-HRTimeline
Savvy Advisors, Inc.18,247$1.99M0.05%+1,40413F-HRTimeline
1832 Asset Management L.P.18,120$1.97M<0.01%+8,51213F-HRTimeline
B. Riley Wealth Advisors, Inc.17,989$1.95M0.13%+11,61813F-HRTimeline
Blue Capital, Inc.17,854$1.95M1.27%+6,48313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,724$1.93M0.06%+34213F-HRTimelineGroup
Berkeley Capital Partners, LLC17,705$1.93M0.45%+12413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP17,409$1.9M0.35%-6713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,251$1.88M0.1%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,155$1.87M<0.01%-5,10213F-HRTimelineGroup
Prospera Financial Services Inc17,087$1.86M0.03%+2,48513F-HRTimeline
Allie Family Office LLC17,039$1.86M0.81%+45013F-HR/ATimeline
Roundview Capital LLC16,989$1.85M0.12%+713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,972$1.85M<0.01%-21613F-HRTimelineGroup
LexAurum Advisors, LLC16,969$1.85M0.24%13F-HRTimeline
Prime Capital Investment Advisors, LLC16,960$1.85M0.02%+6113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,898$1.84M1.06%+1,76313F-HRTimeline
NWAM LLC16,891$1.84M0.11%-19813F-HRTimeline
HANCOCK WHITNEY CORP16,889$1.84M0.03%+6,64313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd16,660$1.82M0.02%-3,52413F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,527$1.8M0.07%new13F-HRTimelineGroup
FMR LLCin group FMR LLC16,406$1.79M<0.01%-818,18113F-HRTimelineGroup
Uptown Financial Advisors LLC16,397$1.79M1.45%+1,03913F-HRTimeline
Lakeridge Wealth Management LLC16,392$1.79M0.77%-1,59913F-HRTimeline
Cambridge Advisors Inc.16,390$1.79M0.35%013F-HRTimeline
Reflection Asset Management16,528$1.79M1.09%+3,25013F-HRTimeline
Freedom Financial Partners LLC15,988$1.74M0.62%+113F-HRTimeline
Cosner Financial Group, LLC15,861$1.73M0.95%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…15,836$1.73M0.01%+12,61313F-HRTimeline
Investment Advisory Group, LLC15,781$1.72M0.44%+1713F-HRTimeline
Smartleaf Asset Management LLC15,692$1.7M0.06%-1,74913F-HRTimeline
COUNTRY TRUST BANK15,500$1.69M0.03%013F-HRTimeline
LPWM LLC15,285$1.67M0.42%-87,21913F-HRTimeline
Foundations Investment Advisors, LLC15,165$1.65M0.02%-138,48313F-HRTimeline
Arrowroot Family Office, LLC14,969$1.63M0.54%+1,16913F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.14,866$1.62M1.06%-45013F-HRTimeline
FIDUCIENT ADVISORS LLC14,785$1.61M0.21%+88213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…14,729$1.61M0.47%+2,75313F-HRTimelineGroup
Buck Wealth Strategies, LLC14,695$1.6M0.2%-76413F-HRTimeline
SONATA CAPITAL GROUP INC14,458$1.58M0.58%-49213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,398$1.57M0.04%-62313F-HR/ATimeline
King Wealth Management Group14,311$1.56M0.2%-59513F-HRTimeline
Clearstead Advisors, LLC14,288$1.56M0.01%-4,64813F-HRTimeline
VIAWEALTH, LLC14,262$1.55M0.87%-2,09613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC14,257$1.55M0.01%-20,30913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,092$1.54M0.04%-88613F-HRTimelineGroup
Mesirow Financial Investment Management…14,076$1.53M0.02%+3,64613F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.14,070$1.53M1.47%+1,35013F-HRTimeline
GeoWealth Management, LLC14,026$1.53M0.06%+3,87213F-HRTimeline
Yorktown Management & Research Co Inc14,000$1.53M1.28%+6,00013F-HRTimeline
PRIVATE TRUST CO NA13,865$1.51M0.13%+82613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,712$1.49M0.11%-22113F-HRTimeline
Financial Sense Advisors, Inc.13,710$1.49M0.3%+43313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,624$1.48M0.01%new13F-HRTimeline
Warwick Investment Management, Inc.13,409$1.46M0.21%-1,04813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,384$1.46M0.07%+1,05813F-HRTimeline
SIMON QUICK ADVISORS, LLC13,309$1.45M0.07%+84513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,214$1.44M0.01%+1613F-HRTimelineGroup
VestGen Advisors, LLC13,118$1.42M0.04%+6,27613F-HRTimeline
Orion Porfolio Solutions, LLC13,065$1.42M0.01%-16,76913F-HRTimeline
M Holdings Securities, Inc.13,003$1.42M0.1%-10,51413F-HRTimeline
HUB Investment Partners, LLC12,975$1.41M0.03%+50013F-HRTimeline
Capricorn Fund Managers Ltd12,959$1.41M0.22%+1,51713F-HRTimeline
Finer Wealth Management, Inc.12,914$1.41M0.71%-613F-HRTimeline
Premier Path Wealth Partners, LLC12,840$1.4M0.18%+7,19513F-HRTimeline
IPG Investment Advisors LLC12,809$1.4M0.24%+6,89513F-HRTimeline
Stonebridge Financial Planning Group, L…12,645$1.38M0.51%+81413F-HRTimeline
True Freedom Investing, LLC12,626$1.38M0.11%-45,53513F-HRTimeline
Intergy Private Wealth, LLC12,593$1.37M0.4%+80013F-HRTimeline
Disciplined Investments, LLC12,565$1.37M0.49%-2113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,560$1.37M0.02%-19,51613F-HRTimelineGroup
BRIAN LOW FINANCIAL GROUP, LLC12,489$1.36M0.92%-3013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,453$1.36M0.01%-27,90013F-HRTimelineGroup
CMG Global Holdings, LLC12,420$1.35M0.64%-18013F-HRTimeline
Spectrum Strategic Capital Management, …12,399$1.35M0.73%-2,61413F-HRTimeline
Marble Wealth, LLC12,290$1.34M0.23%-12713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,220$1.33M0.03%013F-HRTimelineGroup
Slocum, Gordon & Co LLP12,128$1.32M0.9%+15513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC12,092$1.32M0.77%+6213F-HRTimeline
Abacus Wealth Partners, LLC12,024$1.31M0.12%013F-HRTimeline
GC Wealth Management RIA, LLC11,968$1.3M0.05%+2,19413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,717$1.28M0.04%-71013F-HRTimelineGroup
UMB Bank, n.a.11,242$1.23M0.02%-2,58913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Montecito Bank & Trust11,144$1.21M0.2%-22413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,063$1.21M0.25%+47713F-HRTimeline
Arrow Investment Advisors, LLC10,860$1.18M1.26%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,846$1.18M0.04%-4,38713F-HRTimelineGroup
Wealth Advisory Solutions, LLC10,796$1.18M0.26%+31713F-HRTimeline
NTV Asset Management LLC10,786$1.18M0.13%+1,58013F-HRTimeline
Van Hulzen Asset Management, LLC10,781$1.17M0.09%-3,73913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC10,702$1.17M0.57%-8713F-HRTimeline
ShoreHaven Wealth Partners, LLC10,657$1.16M0.42%-85313F-HRTimeline
ASPIRIANT, LLC10,651$1.16M0.03%-16713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,639$1.16M0.06%-2,70913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,498$1.14M<0.01%-52513F-HRTimeline
SeaCrest Wealth Management, LLC10,461$1.14M0.12%-2,71913F-HRTimeline
Laurel Wealth Advisors LLC10,322$1.13M0.11%-20013F-HRTimeline
Arete Wealth Advisors, LLC10,249$1.12M0.08%new13F-HR/ATimeline
WEDBUSH SECURITIES INC10,247$1.12M0.03%-1,03213F-HRTimeline
True Blue Financial, LLC10,138$1.1M0.87%+10813F-HRTimeline
CASTLEARK MANAGEMENT LLC10,060$1.1M0.04%-78013F-HRTimeline
Dynamic Advisor Solutions LLC10,044$1.09M0.03%+1,07813F-HRTimeline
INNEALTA CAPITAL, LLC10,013$1.09M0.68%+79913F-HRTimeline
Plan Group Financial, LLC9,956$1.09M0.25%-5,70313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…9,900$1.08M0.09%+2,45013F-HRTimeline
Simplicity Wealth,LLC9,849$1.07M0.06%+97513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,784$1.07M0.02%+913F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,712$1.06M0.29%+2,52913F-HRTimeline
GWN SECURITIES INC.9,638$1.05M0.2%-67013F-HRTimeline
Moors & Cabot, Inc.9,625$1.05M0.04%+8913F-HRTimeline
WEALTHGARDEN F.S. LLC9,598$1.05M0.71%+1,40013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,588$1.05M0.03%+70913F-HRTimeline
Stronghold Wealth Management L.L.C.9,466$1.03M1.56%+25813F-HRTimeline
WealthShield Partners, LLC9,451$1.03M0.11%+47713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,414$1.03M<0.01%+9,40113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding9,274$1.01M-20,881Timeline
D.A. DAVIDSON & CO.9,262$1.01M0.01%-17713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,222$1.01M0.74%-43513F-HRTimeline
Bellecapital International Ltd.9,173$1000K0.18%013F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC9,172$1000K0.08%+2,41013F-HRTimeline
Gateway Wealth Partners, LLC9,126$995K0.04%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,120$994K0.1%-12813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,104$992K0.28%+7813F-HRTimeline
Capitol Family Office, Inc.8,994$991K1.17%013F-HRTimeline
HighMark Wealth Management LLC8,998$981K0.4%+4613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,933$974K0.02%-2713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC8,908$971K0.07%+18113F-HRTimeline
CoreCap Advisors, LLC8,877$968K0.03%-36,55413F-HRTimeline
AssuredPartners Investment Advisors, LLC8,849$964K0.1%-3813F-HRTimeline
Kelly Financial Services LLC8,840$963K0.23%+4,46413F-HRTimeline
Snowden Capital Advisors LLC8,794$958K0.03%+1,31313F-HRTimeline
IEQ CAPITAL, LLC8,781$957K<0.01%-13,37413F-HRTimeline
Sincerus Advisory, LLC8,722$951K0.72%-23413F-HRTimeline
Life Planning Partners, Inc8,686$947K0.72%-6413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,665$944K0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,662$943K0.01%-21913F-HRTimelineGroup
Compagnie Lombard Odier SCmA8,635$941K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC8,586$936K0.07%+77313F-HRTimeline
Adams Asset Advisors, LLC8,484$925K0.1%-2,17813F-HRTimeline
Gladstone Institutional Advisory LLC8,466$923K0.03%+99613F-HRTimeline
CIBC WORLD MARKET INC.8,397$915K<0.01%+3,22213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,366$912K0.02%new13F-HRTimeline
CHOREO, LLC8,316$906K0.01%-50813F-HRTimeline
Biondo Investment Advisors, LLC8,203$894K0.11%new13F-HRTimeline
Mount Lucas Management LP8,174$891K0.33%+76213F-HRTimeline
Focus Financial Network, Inc.8,116$885K0.03%-61313F-HRTimeline
City Center Advisors, LLC8,033$875K0.81%+87713F-HRTimeline
FIL Ltdin group FIL Ltd8,000$872K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,959$867K0.05%+41213F-HRTimeline
Tempus Wealth Planning, LLC7,943$866K0.2%+1513F-HRTimeline
VestGen Investment Management7,850$856K0.47%-37913F-HRTimeline
Founders Financial Alliance, LLC7,829$853K0.15%-8313F-HRTimeline
Heck Capital Advisors, LLC7,819$852K0.06%-14,81813F-HRTimeline
Farringdon Capital, Ltd.7,808$851K0.19%-4,19613F-HRTimeline
Advisors Asset Management, Inc.7,804$851K0.01%+1,88813F-HRTimeline
Ausdal Financial Partners, Inc.7,613$830K0.04%-10,92813F-HRTimeline
INVESTMENT HOUSE LLC7,594$828K0.04%+42913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,561$824K0.14%-15713F-HRTimeline
EHRLICH FINANCIAL GROUP7,559$824K0.47%-14013F-HRTimeline
Lifestyle Asset Management, Inc.7,546$822K0.27%-18,83913F-HRTimeline
Cane Capital Partners, LLC7,532$821K0.36%+32113F-HRTimeline
RDA Financial Network7,506$818K0.2%+2,04813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.7,468$814K0.07%+2,02513F-HRTimeline
PINEBRIDGE INVESTMENTS LLC7,460$813K0.01%-4,33813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,412$808K0.03%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,335$799K0.54%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,321$798K0.05%new13F-HRTimelineGroup
Garner Asset Management Corp7,220$787K0.31%-513F-HRTimeline
WESPAC Advisors, LLC7,192$784K0.43%+4,43313F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC7,160$780K0.02%new13F-HRTimelineGroup
WHITE PINE CAPITAL LLC7,156$780K0.21%-15013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.7,147$779K0.01%+3,30113F-HRTimeline
Northstar Advisory Group, LLC7,098$774K0.3%-5,39513F-HRTimeline
International Private Wealth Advisors L…7,062$770K0.47%+73413F-HRTimeline
Maridea Wealth Management LLC6,941$757K0.11%-2213F-HRTimeline
Angel Oak Capital Advisors, LLC6,871$749K0.83%new13F-HRTimeline
Traynor Capital Management, Inc.6,845$741K0.04%-17413F-HRTimeline
IFP Advisors, Inc6,748$735K0.02%-2,75313F-HRTimeline
Roger Wittlin Investment Advisory, LLC6,703$731K0.6%-1,04613F-HRTimeline
Strategic Blueprint, LLC6,665$726K0.04%+1,73313F-HRTimeline
Rockingstone Advisors LLC6,651$725K0.33%+13513F-HRTimeline
TWO SIGMA SECURITIES, LLC6,608$720K0.08%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,605$720K0.09%-49513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,549$714K0.22%new13F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,511$710K0.7%013F-HRTimeline
Clarendon Private LLC6,460$704K0.54%-22513F-HRTimeline
Allworth Financial LP6,361$693K<0.01%-38213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,301$687K<0.01%+28313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD6,282$685K0.01%+16213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,281$685K0.1%+21013F-HRTimeline
Gallagher Capital Advisors, LLC6,279$684K0.46%new13F-HRTimeline
Crestwood Advisors Group, LLC6,270$683K0.01%+9113F-HRTimeline
Texas Bank & Trust Co6,251$681K0.26%-1,49613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,201$676K0.04%013F-HRTimeline
Oxinas Partners, LLC6,199$676K0.31%+3,15913F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP6,157$672K0.06%+85113F-HRTimelineGroup
PFG Advisors6,121$667K0.03%+2,08813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,121$667K0.15%-93613F-HRTimeline
Fairscale Capital, LLC6,116$667K0.46%013F-HRTimeline