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Disclosery

LQD ISHARES TR

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SHS (fund)

1,106 managers (1,122 13F filers) reported a position in LQD shares at 2026-06-30, 303,716,466 shares in all. 95 filers opened a position and 85 filers sold out during the quarter.

Managers
1,106
13F filers
1,122
New
95
Added
433
Reduced
380
Sold out
85
Shares held by filers
303,716,466

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Clarendon Private LLC6,516$711K0.46%+5613F-HRTimeline
WEALTH ALLIANCE, LLC6,514$710K0.06%-2,60613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,354$693K<0.01%+1,02913F-HRTimelineGroup
LongView Wealth Management6,335$691K0.18%+77713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,333$691K0.14%+21213F-HRTimeline
International Private Wealth Advisors L…6,332$691K0.36%-73013F-HRTimeline
Saxony Capital Management, LLC6,314$689K0.32%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,302$687K0.08%+2113F-HRTimeline
PINNACLE ASSOCIATES LTD6,285$686K0.01%+313F-HRTimeline
Allworth Financial LP6,250$682K<0.01%-11113F-HRTimeline
Hyundai Investments Co., Ltd.6,204$681K0.74%+1,07913F-HRTimeline
SAPIENT CAPITAL LLC6,234$680K0.01%new13F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,201$676K0.04%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,186$675K0.6%-32513F-HRTimeline
Omega Financial Group, LLC6,133$669K0.2%+1713F-HRTimeline
Advyzon Investment Management, LLC6,131$669K0.05%+14213F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP6,116$667K0.06%-4113F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.6,116$667K0.21%+7313F-HRTimeline
Saiph Capital, LLC6,051$660K0.2%+35013F-HRTimeline
Kovack Advisors, Inc.5,977$649K0.03%-17,44013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…5,939$648K<0.01%-36213F-HRTimelineGroup
Adaptive Financial Consulting, LLC5,917$645K0.23%+12113F-HRTimeline
Cresset Asset Management, LLC5,914$645K<0.01%+2,21313F-HRTimeline
Thrive Capital Management, LLC5,855$639K0.12%-18313F-HRTimeline
Godfrey Financial Associates, Inc.5,848$638K0.49%+15913F-HRTimeline
City State Bank5,836$637K0.15%-7413F-HRTimeline
Gladstone Institutional Advisory LLC5,823$635K0.02%-2,64313F-HRTimeline
PFG Advisors5,802$633K0.03%-31913F-HRTimeline
Ledyard National Bank5,794$632K0.05%+1213F-HRTimeline
Kaizen Financial Strategies5,822$631K0.25%+1513F-HRTimeline
Krilogy Financial LLC5,733$625K0.02%-11513F-HRTimeline
Diversified Enterprises, LLC5,729$625K0.03%-36013F-HRTimeline
Lewis Asset Management, LLC5,725$624K0.22%+813F-HRTimeline
Compagnie Lombard Odier SCmA5,670$618K0.01%-2,96513F-HRTimeline
Venture Visionary Partners LLC5,660$617K0.02%-3013F-HRTimeline
10Elms LLP5,638$615K0.26%+16213F-HRTimeline
GTS SECURITIES LLC5,629$614K0.01%+2,46913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,625$614K0.15%013F-HRTimeline
Per Stirling Capital Management, LLC.5,518$602K0.06%+4313F-HRTimeline
MCDONALD PARTNERS LLC5,505$600K0.15%+2,42713F-HRTimeline
SlateStone Wealth, LLC5,490$599K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,482$598K0.04%-1,93013F-HRTimeline
CIBC WORLD MARKET INC.5,468$596K<0.01%-2,92913F-HRTimeline
IFP Advisors, Inc5,468$596K0.01%-1,28013F-HRTimeline
Gallagher Capital Advisors, LLC5,464$596K0.34%-81513F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.5,463$596K0.12%+1,21313F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5,425$592K0.24%+5,40313F-HRTimelineGroup
TFB Advisors LLC5,418$591K0.26%-22013F-HRTimeline
United Asset Strategies, Inc.5,387$588K0.04%+2,76713F-HRTimeline
WAYSTONE ADVISORS LLC5,349$583K0.44%-59313F-HRTimeline
Wealthspire Advisors, LLC5,339$582K<0.01%+87913F-HRTimeline
Weaver Consulting Group5,327$581K0.12%+1,44113F-HRTimeline
Fonville Wealth Management LLC5,325$581K0.09%-11413F-HRTimeline
Koshinski Asset Management, Inc.5,324$581K0.03%+1,48013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,313$580K0.06%+513F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$578K0.01%013F-HRTimeline
Everstar Asset Management, LLC5,295$578K0.28%-2113F-HRTimeline
Arkadios Wealth Advisors5,269$575K0.01%-52913F-HRTimeline
Sierra Capital LLC5,451$574K0.06%new13F-HRTimeline
Fairscale Capital, LLC5,200$567K0.34%-91613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,108$557K0.08%-2,45313F-HRTimeline
STONEBRIDGE ADVISORS LLC5,071$553K0.67%new13F-HRTimeline
M3 Advisory Group, LLC5,065$552K0.29%013F-HRTimeline
GRANVILLE CAPITAL, INC.5,011$547K0.24%+33313F-HRTimeline
GHE, LLC5,000$545K0.21%new13F-HRTimeline
Texas Bank & Trust Co4,979$543K0.18%-1,27213F-HRTimeline
Neumann Capital Management, LLC4,975$543K0.36%-13813F-HRTimeline
Compass Ion Advisors, LLC4,964$541K0.05%-12913F-HRTimeline
17 CAPITAL PARTNERS, LLC4,943$539K0.24%+78913F-HRTimeline
Heritage Trust Co4,893$534K0.05%-9413F-HRTimeline
SEEDS INVESTOR LLC4,887$533K0.05%new13F-HRTimeline
Legacy Edge Advisors, LLC4,880$532K0.05%-7813F-HR/ATimeline
GK Wealth Management LLC4,878$532K0.32%new13F-HRTimeline
Gradient Capital Advisors, LLC4,864$531K0.12%-8413F-HRTimeline
Plancorp, LLC4,922$526K0.01%new13F-HRTimeline
Solstein Capital, LLC4,825$526K0.18%-5213F-HRTimeline
Farringdon Capital, Ltd.4,816$525K0.26%-2,99213F-HRTimeline
HB Wealth Management, LLC4,802$524K<0.01%-1,21013F-HRTimeline
Hillsdale Investment Management Inc.4,750$518K0.01%013F-HRTimeline
Independent Advisor Alliance4,749$518K0.01%-105,99913F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,726$515K0.02%013F-HRTimeline
Activest Wealth Management4,716$514K0.1%+3,99413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …4,703$513K<0.01%-36413F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC4,657$508K0.21%+28413F-HRTimeline
Asset Dedication, LLC4,646$507K0.03%+3,21813F-HRTimeline
WEALTHGARDEN F.S. LLC4,638$506K0.29%-4,96013F-HRTimeline
Sensible Money, LLC4,637$506K0.13%new13F-HRTimeline
GLOBALT Investments LLC / GA4,622$504K0.02%-24413F-HRTimeline
Parallel Advisors, LLC4,533$495K0.01%-61613F-HRTimeline
Operose Advisors LLC4,506$491K0.09%+1,84313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,500$491K0.01%013F-HRTimeline
Hudock, Inc.4,496$490K0.06%+8813F-HRTimeline
TRUE Private Wealth Advisors4,461$487K0.04%013F-HRTimeline
McAdam, LLC4,384$478K0.02%-1,26313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,363$476K0.01%+1,72113F-HRTimeline
Independence Bank of Kentucky4,323$472K0.05%013F-HRTimeline
Claro Advisors Inc.4,319$471K0.05%-28213F-HRTimeline
Sound Income Strategies, LLC4,319$471K0.02%+4713F-HRTimeline
Asempa Wealth Advisors4,314$470K0.36%new13F-HRTimeline
Haverford Trust Co4,312$470K<0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,311$470K<0.01%-8713F-HRTimelineGroup
Ridgewood Investments LLC4,295$468K0.18%-1,15613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,256$464K-5,018Timeline
ABLE Financial Group, LLC4,157$453K0.08%013F-HRTimeline
Modera Wealth Management, LLC4,138$451K<0.01%-41213F-HRTimeline
Midwest Trust Co4,119$449K0.01%-26413F-HRTimeline
Worth Financial Advisory Group, LLC4,095$447K0.19%new13F-HRTimeline
Proficio Capital Partners LLC4,086$446K0.02%013F-HRTimeline
Graetz Wealth LLC4,069$444K0.35%+10213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,067$444K0.16%-3013F-HRTimeline
Western Wealth Management, LLC4,062$443K0.01%+93913F-HRTimeline
Valeo Financial Advisors, LLC4,034$440K0.01%+1,14913F-HRTimeline
Ausdal Financial Partners, Inc.4,034$440K0.02%-3,57913F-HRTimeline
Avidian Wealth Enterprises, LLC4,027$439K0.01%+2613F-HRTimeline
Berger Financial Group, Inc4,013$438K0.02%-1,25113F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$436K0.38%013F-HRTimeline
LM Advisors LLC3,979$435K0.05%+3,54513F-HRTimeline
Independent Wealth Network Inc.3,987$435K0.11%-6113F-HRTimeline
Two West Capital Advisors LLC4,048$434K0.22%+4513F-HRTimeline
Axis Wealth Partners, LLC3,962$432K0.21%-14913F-HRTimeline
Planned Solutions, Inc.3,942$430K0.12%013F-HRTimeline
Diversified Portfolios, Inc.3,931$429K0.03%new13F-HRTimeline
S&A Financial Services, Inc.3,914$427K0.26%+313F-HRTimeline
OpenArc Corporate Advisory, LLC3,892$424K0.01%-2,18313F-HRTimeline
Caitlin John, LLC3,862$421K0.23%-5713F-HRTimeline
Peregrine Asset Advisers, Inc.3,855$420K0.09%-2013F-HRTimeline
Meridian Wealth Management, LLC3,838$419K0.01%+35313F-HRTimeline
Performance Wealth Partners, LLC3,834$418K0.01%013F-HRTimeline
MSH Capital Advisors LLC3,832$418K0.07%-27913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,803$415K<0.01%013F-HRTimelineGroup
Advisory Alpha, LLC3,782$413K0.01%-17613F-HRTimeline
Avantax Planning Partners, Inc.3,748$409K0.01%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,745$408K0.17%-16913F-HRTimeline
WealthShield Partners, LLC3,726$406K0.06%-5,72513F-HRTimeline
Caldwell Trust Co3,726$406K0.03%+12513F-HRTimeline
Valor Advisors LLC3,710$405K0.3%-1,61513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,663$400K0.06%+72013F-HRTimelineGroup
Argent Trust Co3,653$398K0.01%013F-HRTimeline
XY Planning Network, Inc.3,651$398K0.05%-613F-HRTimeline
Miller Capital Partners, Inc.3,640$397K0.16%-8013F-HRTimeline
BLB&B Advisors, LLC3,634$396K0.01%-98213F-HRTimeline
Tradewinds, LLC.532$396K0.09%-1,33513F-HRTimeline
Bison Wealth, LLC3,618$393K0.04%+72013F-HRTimeline
SimpliFi, Inc.3,600$393K0.16%+4213F-HRTimeline
Fort Point Capital Partners LLC3,548$387K0.04%-41513F-HRTimeline
OxenFree Capital LLC3,574$386K0.18%+513F-HRTimeline
Lakeridge Wealth Management LLC3,507$383K0.14%-12,88513F-HRTimeline
Garden State Investment Advisory Servic…3,505$382K0.07%+213F-HRTimeline
EP Wealth Advisors, LLC3,497$381K<0.01%-5413F-HRTimeline
Horst & Graben Wealth Management LLC3,502$380K0.05%+813F-HRTimeline
Midwestern Financial, LLC /IA3,449$376K0.26%-44713F-HRTimeline
Cottage Street Advisors LLC3,443$376K0.15%-32013F-HRTimeline
Investments & Financial Planning, LLC3,410$372K0.18%-3013F-HRTimeline
Riverbend Wealth Management, LLC3,403$371K0.19%+10213F-HRTimeline
J. Derek Lewis & Associates Inc.3,342$365K0.07%013F-HRTimeline
Capital Investment Advisory Services, L…3,316$362K0.02%+1,74113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,315$362K0.02%-1,57413F-HRTimelineGroup
Resurgent Financial Advisors LLC3,301$360K0.1%+10613F-HRTimeline
1ST SOURCE BANK3,284$358K0.02%+10913F-HRTimeline
ProVise Management Group, LLC3,272$357K0.02%013F-HRTimeline
FSM Wealth Advisors, LLC3,262$356K0.04%+69913F-HRTimeline
HCR Wealth Advisors3,257$355K0.03%-13513F-HRTimeline
Mezzasalma Advisors, LLC3,253$355K0.07%-13313F-HRTimeline
Indiana Trust & Investment Management Co3,238$353K0.1%013F-HRTimeline
Peak Financial Management, Inc.3,221$351K0.08%+9513F-HRTimeline
Trust Co3,215$351K0.03%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…30,990$350K0.01%-21613F-HRTimelineGroup
Smallwood Wealth Investment Management,…3,156$344K0.15%013F-HRTimeline
Dorsey Wright & Associates3,148$343K0.06%-19,23913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC3,148$343K0.02%+84413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,115$340K<0.01%+1213F-HRTimeline
Reliant Investment Partners, LLC3,091$337K0.23%013F-HRTimeline
IEQ CAPITAL, LLC3,068$335K<0.01%-5,71313F-HRTimeline
Keystone Wealth Services, LLC3,010$328K0.06%+313F-HRTimeline
AE Wealth Management LLC2,983$325K<0.01%-2,34213F-HRTimeline
BHK Investment Advisors, LLC2,983$325K0.1%+23713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,963$323K<0.01%+49813F-HRTimelineGroup
Etesian Wealth Advisors, Inc.2,958$323K0.1%-85613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,953$322K<0.01%-19413F-HRTimeline
CNB Bank2,942$321K0.13%-8913F-HRTimeline
Bank of New Hampshire2,938$320K0.07%+82313F-HRTimeline
Camarda Financial Advisors, LLC2,917$318K0.1%+32313F-HRTimeline
Meadow Creek Wealth Advisors LLC2,914$318K0.19%-3013F-HRTimeline
RPg Family Wealth Advisory, LLC2,905$317K0.05%-11213F-HR/ATimeline
Rose Capital Advisors LLC2,892$315K0.17%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,872$313K0.05%013F-HRTimeline
NorthRock Partners, LLC2,867$313K<0.01%+30713F-HRTimeline
TigerOak Management, L.L.C.2,853$311K0.09%-10613F-HRTimeline
Stonebridge Financial Group, LLC/CA2,851$310K0.04%13F-HRTimeline
Csenge Advisory Group2,840$310K0.01%-18213F-HRTimeline
Christensen, King & Associates Investme…2,784$304K0.12%013F-HRTimeline
ENTREWEALTH, LLC2,853$303K0.11%new13F-HRTimeline
Pioneer Wealth Management Group2,772$302K0.07%+113F-HRTimeline
TSA Wealth Managment LLC2,771$302K0.09%-16513F-HRTimeline
Old Mission Investment Co LLC2,770$302K0.06%013F-HRTimeline
WEALTH EFFECTS LLC2,740$299K0.08%+2813F-HRTimeline
Summit Wealth Partners, LLC2,703$295K0.04%+23613F-HRTimeline
Fiduciary Alliance LLC2,697$294K0.02%new13F-HRTimeline
Evercore Wealth Management, LLC2,682$293K<0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,679$292K0.09%-6513F-HRTimeline