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Disclosery

LQD ISHARES TR

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SHS (fund)

1,029 managers (1,044 13F filers) reported a position in LQD shares at 2025-03-31, 257,069,597 shares in all. 69 filers opened a position and 106 filers sold out during the quarter.

Managers
1,029
13F filers
1,044
New
69
Added
383
Reduced
396
Sold out
106
Shares held by filers
257,069,597

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GLOBALT Investments LLC / GA5,946$646K0.03%-1,23213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,939$646K<0.01%013F-HRTimelineGroup
Axis Wealth Partners, LLC5,899$641K0.47%-98213F-HRTimeline
Finer Wealth Management, Inc.5,881$639K0.38%+813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,846$635K0.05%+38113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,788$629K0.08%-9613F-HRTimeline
Crestwood Advisors Group, LLC5,782$628K0.01%-1,11713F-HRTimeline
Triumph Capital Management5,749$625K0.21%+2,81313F-HRTimeline
Ausdal Financial Partners, Inc.5,720$622K0.05%-1,26113F-HRTimeline
Lane & Associates LLC5,706$620K0.33%-13813F-HRTimeline
Per Stirling Capital Management, LLC.5,666$616K0.09%-1,51613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,627$612K0.01%+45313F-HR/ATimelineGroup
Parallel Advisors, LLC5,595$608K0.01%-1,50213F-HRTimeline
Fonville Wealth Management LLC5,576$604K0.18%+713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,516$600K0.02%-1,04613F-HRTimelineGroup
Independent Family Office, LLC5,500$598K0.31%013F-HRTimeline
Heritage Trust Co5,472$595K0.07%-93013F-HRTimeline
Cresset Asset Management, LLC5,380$585K<0.01%+20813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,351$582K0.1%+1,27913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,340$580K0.24%-25313F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$576K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,300$576K0.02%+213F-HR/ATimeline
Snowden Capital Advisors LLC5,242$570K0.02%-58113F-HRTimeline
Geneos Wealth Management Inc.5,163$567K0.01%+2,48413F-HRTimeline
TRUE Private Wealth Advisors5,197$565K0.07%-2713F-HRTimeline
Solstein Capital, LLC5,165$561K0.33%013F-HRTimeline
Shared Vision Wealth Group LLC5,098$554K0.3%-17013F-HRTimeline
Savvy Advisors, Inc.5,070$551K0.06%-2,18513F-HRTimeline
Gradient Capital Advisors, LLC5,048$549K0.18%-6713F-HRTimeline
Fort Point Capital Partners LLC5,042$548K0.06%-40913F-HRTimeline
McAdam, LLC5,038$548K0.03%-54813F-HRTimeline
AE Wealth Management LLC5,023$546K<0.01%-17,48613F-HRTimeline
M3 Advisory Group, LLC4,977$541K0.43%+11213F-HRTimeline
ABLE Financial Group, LLC4,967$540K0.15%013F-HRTimeline
RTD Financial Advisors, Inc.4,937$537K0.07%-11213F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,000$535K0.39%013F-HRTimeline
HCR Wealth Advisors4,924$535K0.07%-11413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,896$532K0.02%+1,05913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,827$525K0.1%013F-HRTimeline
Sierra Capital LLC4,803$522K0.06%-64713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,790$521K<0.01%+16013F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,770$518K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…4,753$517K0.33%013F-HRTimeline
BOKF, NAin group BOKF, NA4,752$516K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,719$513K0.01%+41113F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,708$512K0.03%new13F-HRTimeline
Two West Capital Advisors LLC4,787$504K0.42%-24613F-HRTimeline
Fourth Dimension Wealth, LLC4,603$500K0.24%-6713F-HRTimeline
Arkadios Wealth Advisors4,600$500K0.02%+2,00713F-HRTimeline
J. W. Coons Advisors, LLC4,582$498K0.13%013F-HRTimeline
Caliber Wealth Management, LLC / KS4,560$496K0.07%13F-HRTimeline
NORDEN GROUP LLC4,532$493K0.06%-5,44513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,524$492K0.22%-25013F-HRTimeline
Independence Bank of Kentucky4,509$490K0.08%-4513F-HRTimeline
Modera Wealth Management, LLC4,488$488K0.01%+9513F-HRTimeline
Foundations Investment Advisors, LLC4,453$484K0.01%-13,45513F-HRTimeline
Park Place Capital Corp4,452$484K0.13%-37313F-HRTimeline
Atlas Private Wealth Advisors4,428$481K0.07%-3413F-HRTimeline
Venture Visionary Partners LLC4,423$481K0.02%+20313F-HRTimeline
Capital Investment Advisory Services, L…4,406$479K0.04%+1,14913F-HRTimeline
Western Wealth Management, LLC4,332$471K0.03%+10213F-HRTimeline
EP Wealth Advisors, LLC4,329$471K<0.01%-6,93113F-HRTimeline
Investments & Financial Planning, LLC4,326$470K0.31%-3913F-HRTimeline
Peregrine Asset Advisers, Inc.4,312$469K0.18%-4513F-HRTimeline
City Center Advisors, LLC4,294$467K0.55%+52213F-HRTimeline
Dorsey Wright & Associates4,289$466K0.12%-80313F-HRTimeline
Avantra Family Wealth, Inc.4,277$465K0.45%+1,04813F-HRTimeline
Winthrop Advisory Group LLC4,231$460K0.06%-3,12613F-HRTimeline
Berger Financial Group, Inc4,213$458K0.03%-20313F-HRTimeline
Palouse Capital Management, Inc.4,180$454K0.31%-35113F-HRTimeline
Cornerstone Wealth Group, LLC4,179$454K0.04%-79613F-HRTimeline
Ashton Thomas Private Wealth, LLC4,157$452K0.02%+1,11313F-HRTimeline
Kelly Financial Services LLC4,147$451K0.16%-7413F-HRTimeline
Proficio Capital Partners LLC4,086$444K0.03%-1,74513F-HRTimeline
MJT & Associates Financial Advisory Gro…4,056$441K0.42%13F-HRTimeline
Independent Advisor Alliance4,050$440K0.01%-89,74213F-HRTimeline
Hudock, Inc.4,017$437K0.08%+2,10913F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,014$436K0.22%013F-HRTimeline
Hudson Portfolio Management LLC4,002$435K0.42%+3613F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$435K0.47%013F-HRTimeline
Portside Wealth Group, LLC3,985$433K0.07%-49313F-HR/ATimeline
CAP Partners, LLC3,977$432K0.31%+1,28013F-HRTimeline
L.M. KOHN & COMPANY3,974$432K0.11%-8213F-HRTimeline
Avantax Planning Partners, Inc.3,955$430K0.02%-1,23813F-HRTimeline
Performance Wealth Partners, LLC3,951$429K0.02%-19813F-HRTimeline
Planned Solutions, Inc.3,942$428K0.18%013F-HRTimeline
Allworth Financial LP3,988$428K<0.01%-1,24313F-HRTimeline
FINANCIAL COUNSELORS INC3,935$428K0.01%013F-HRTimeline
Advyzon Investment Management, LLC3,922$426K0.15%+25013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,898$424K0.38%013F-HRTimeline
Horst & Graben Wealth Management LLC3,897$424K0.08%+1,45113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,872$421K0.15%+2913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,860$420K0.01%+58113F-HRTimeline
Old Mission Investment Co LLC3,842$418K0.13%-1,00013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,816$415K0.2%+713F-HRTimeline
Peak Financial Management, Inc.3,808$414K0.12%+7013F-HRTimeline
Legacy Edge Advisors, LLC3,788$412K0.06%+1,13113F-HRTimeline
HB Wealth Management, LLC3,778$411K<0.01%-50613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,773$410K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,762$409K0.02%+49613F-HRTimeline
IMS Capital Management3,735$406K0.2%013F-HRTimeline
Detalus Advisors, LLC3,726$405K0.13%+52813F-HRTimeline
Cottage Street Advisors LLC3,717$404K0.2%+2513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,711$403K0.04%-93913F-HRTimeline
Worth Asset Management, LLC3,670$399K0.22%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,427$396K-1,443Timeline
COLDSTREAM CAPITAL MANAGEMENT INC3,616$393K0.01%-1413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,606$392K0.03%-10213F-HRTimeline
Caldwell Trust Co3,601$391K0.04%013F-HRTimeline
Fortis Capital Management LLC3,593$390K0.08%-3313F-HRTimeline
Moser Wealth Advisors, LLC3,565$387K0.2%+7513F-HRTimeline
NTV Asset Management LLC3,556$387K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,501$380K0.04%-1,09513F-HR/ATimeline
Curat Global, LLC3,439$374K0.46%13F-HRTimeline
Mezzasalma Advisors, LLC3,386$368K0.13%013F-HRTimeline
RENASANT BANK3,384$368K0.24%-11113F-HRTimeline
Independent Wealth Network Inc.3,370$366K0.15%-713F-HRTimeline
AMERIFLEX GROUP, INC.3,356$365K0.15%+4313F-HRTimeline
Resurgent Financial Advisors LLC3,347$364K0.22%-6813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,310$360K<0.01%-9713F-HRTimelineGroup
Lighthouse Financial LLC3,300$359K0.31%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,293$358K0.03%-15513F-HRTimeline
ProVise Management Group, LLC3,272$356K0.03%013F-HRTimeline
Meadow Creek Wealth Advisors LLC3,262$355K0.26%-1713F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,260$354K0.01%-47613F-HRTimeline
Summit Wealth Partners, LLC3,256$354K0.07%-6913F-HRTimeline
Adams Asset Advisors, LLC3,229$351K0.05%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,221$350K0.29%013F-HR/ATimeline
TSA Wealth Managment LLC3,213$349K0.14%-1,72613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,157$343K0.07%+27813F-HRTimeline
CVA Family Office, LLC3,151$343K0.05%013F-HRTimeline
CIBC WORLD MARKET INC.3,122$339K<0.01%+1,15813F-HRTimeline
RMR Capital Management, LLC3,108$338K0.24%+2313F-HRTimeline
Canvas Wealth Advisors, LLC3,177$336K0.09%-35013F-HRTimeline
RPg Family Wealth Advisory, LLC3,079$335K0.1%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,063$333K0.04%-6413F-HR/ATimelineGroup
WHITE PINE CAPITAL LLC3,036$330K0.11%-1,21013F-HRTimeline
Advisor Resource Council3,000$326K0.03%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,936$319K0.01%new13F-HRTimeline
Maxele Advisors, LLC2,936$319K0.31%-20013F-HRTimeline
Christensen, King & Associates Investme…2,926$317K0.15%+1113F-HRTimeline
DOHJ, LLC2,886$314K0.07%-2,76913F-HRTimeline
NWF Advisory Services Inc.2,872$312K0.04%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,868$312K0.03%013F-HRTimeline
NAPATREE CAPITAL LLC2,866$312K0.18%-20013F-HRTimeline
Gateway Wealth Partners, LLC2,853$310K0.07%+1413F-HRTimeline
Empirical Asset Management, LLC2,840$309K0.11%+16613F-HRTimeline
Beacon Financial Advisory LLC2,830$308K0.09%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,829$307K0.04%+1013F-HRTimeline
Guardian Partners Inc.2,882$306K0.03%-12813F-HRTimeline
Composition Wealth, LLC2,818$306K0.01%-28513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,800$304K0.16%-2,50513F-HR/ATimeline
Haverford Trust Co2,777$302K<0.01%-72213F-HRTimeline
Caitlin John, LLC2,762$300K0.29%-1,22813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,715$295K0.01%-22,36613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,711$295K0.01%new13F-HRTimeline
TFG Advisers LLC2,689$292K0.11%-25013F-HRTimeline
Vermillion & White Wealth Management Gr…2,674$291K0.21%-1,35513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,660$289K0.01%-1,00013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,660$289K<0.01%+22213F-HRTimeline
Saiph Capital, LLC2,657$289K0.14%013F-HRTimeline
West Wealth Group, LLC2,652$288K0.09%+8013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,650$288K0.05%-14813F-HRTimeline
OxenFree Capital LLC2,708$286K0.22%-28813F-HRTimeline
TWO SIGMA SECURITIES, LLC2,631$286K0.04%-12,30213F-HRTimeline
BHK Investment Advisors, LLC2,625$285K0.12%+1913F-HRTimeline
Larson Financial Group LLC2,622$285K0.01%+3213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,622$285K0.15%-49813F-HRTimeline
BLALOCK WILLIAMS, LLC2,621$285K0.32%+16713F-HRTimeline
BEACON FINANCIAL GROUP2,612$284K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,600$283K0.03%+42513F-HRTimeline
Brendel Financial Advisors LLC2,585$281K0.17%+67513F-HRTimeline
Belvedere Trading LLC2,574$280K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,571$279K0.01%-4413F-HRTimelineGroup
Fragasso Financial Advisors Inc2,551$277K0.02%+1913F-HRTimeline
Nilsine Partners, LLC2,525$274K0.03%013F-HRTimeline
Evercore Wealth Management, LLC2,516$273K<0.01%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,513$273K0.05%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,512$273K<0.01%+10513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.2,505$272K0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,505$272K<0.01%-72013F-HRTimeline
Reliant Investment Partners, LLC2,501$272K0.28%-10013F-HRTimeline
Talisman Wealth Advisors LLC11,166$270K0.28%013F-HRTimeline
TigerOak Management, L.L.C.2,456$267K0.1%+12613F-HRTimeline
GROUP ONE TRADING LLC2,451$266K0.01%-2,46413F-HRTimeline
Walker Asset Management, LLC2,432$264K0.16%-3113F-HRTimeline
Waterloo Capital, L.P.2,423$263K0.02%-96213F-HRTimeline
Cyndeo Wealth Partners, LLC2,415$262K0.02%013F-HRTimeline
Sandhill Capital Partners LLC2,412$262K0.02%-6413F-HRTimeline
Naviter Wealth, LLC2,414$262K0.03%013F-HRTimeline
WEALTH EFFECTS LLC2,405$261K0.11%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,404$261K<0.01%+18313F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd2,399$261K0.02%-3,67713F-HRTimeline
DAVENPORT & Co LLC2,381$259K<0.01%-2,03013F-HRTimeline
WP Advisors, LLC2,380$259K0.09%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,414$258K0.08%013F-HRTimeline
Tradewinds, LLC.2,355$256K0.07%-20813F-HRTimeline
Security Financial Services, INC.2,340$254K0.05%+35213F-HRTimeline
CHAPIN DAVIS, INC.2,319$252K0.09%+12013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,308$251K0.07%013F-HRTimeline