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Disclosery

LQD ISHARES TR

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SHS (fund)

1,043 managers (1,059 13F filers) reported a position in LQD shares at 2025-06-30, 267,991,014 shares in all. 91 filers opened a position and 82 filers sold out during the quarter.

Managers
1,043
13F filers
1,059
New
91
Added
358
Reduced
421
Sold out
82
Shares held by filers
267,991,014

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
International Private Wealth Advisors L…6,135$672K0.58%+6413F-HRTimeline
EASTERN BANK6,119$671K0.01%-2,92713F-HRTimeline
Fairscale Capital, LLC6,116$667K0.49%new13F-HRTimeline
AE Wealth Management LLC6,073$666K<0.01%+1,05013F-HRTimeline
Fonville Wealth Management LLC6,066$665K0.17%+49013F-HRTimeline
Strategic Blueprint, LLC6,051$663K0.03%-2,18713F-HRTimeline
Per Stirling Capital Management, LLC.6,041$662K0.09%+37513F-HRTimeline
Compass Ion Advisors, LLC6,029$661K0.07%-26213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,991$657K0.25%+65113F-HRTimeline
GK Wealth Management LLC5,972$655K0.65%-71913F-HRTimeline
Allworth Financial LP5,936$651K<0.01%+1,94813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,890$646K0.05%+4413F-HRTimeline
Crestwood Advisors Group, LLC5,765$632K0.01%-1713F-HRTimeline
Finer Wealth Management, Inc.5,763$632K0.34%-11813F-HRTimeline
Gladstone Institutional Advisory LLC5,741$629K0.03%+97113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,740$629K<0.01%+11313F-HR/ATimelineGroup
Sharper & Granite LLC5,700$623K0.24%-35013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,671$622K0.07%-11713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.5,650$619K0.02%+2,93513F-HRTimelineGroup
Independent Family Office, LLC5,500$603K0.28%013F-HRTimeline
EP Wealth Advisors, LLC5,480$601K<0.01%+1,15113F-HRTimeline
Heritage Trust Co5,472$600K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,433$595K0.03%-2,89413F-HRTimeline
Parallel Advisors, LLC5,381$590K0.01%-21413F-HRTimeline
GLOBALT Investments LLC / GA5,303$581K0.02%-64313F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$581K0.02%013F-HRTimeline
Snowden Capital Advisors LLC5,279$579K0.02%+3713F-HRTimeline
Two West Capital Advisors LLC5,269$574K0.38%+48213F-HRTimeline
Virtue Capital Management, LLC5,221$572K0.11%-1,69413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,158$565K0.02%-14213F-HRTimeline
Lewis Asset Management, LLC5,144$564K0.27%new13F-HRTimeline
Solstein Capital, LLC5,137$563K0.29%-2813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,117$561K0.1%+29013F-HRTimeline
Summa Corp.5,100$559K0.29%-1,35013F-HRTimeline
TRUE Private Wealth Advisors5,062$555K0.06%-13513F-HRTimeline
Neumann Capital Management, LLC4,988$547K0.17%-5,47913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,000$547K0.35%013F-HRTimeline
Gradient Capital Advisors, LLC4,983$546K0.16%-6513F-HRTimeline
M3 Advisory Group, LLC4,977$546K0.38%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,785$525K0.02%+1,02313F-HRTimeline
Hudson Portfolio Management LLC4,767$523K0.49%+76513F-HRTimeline
Smallwood Wealth Investment Management,…4,741$520K0.3%-1213F-HRTimeline
Boreal Capital Management LLC4,740$520K0.43%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,708$516K0.03%013F-HRTimeline
Axis Wealth Partners, LLC4,679$513K0.34%-1,22013F-HRTimeline
McAdam, LLC4,667$512K0.03%-37113F-HRTimeline
City Center Advisors, LLC4,661$511K0.55%+36713F-HRTimeline
Wilmington Savings Fund Society, FSB4,634$508K0.01%-8513F-HRTimeline
J. W. Coons Advisors, LLC4,582$502K0.11%013F-HRTimeline
Independent Advisor Alliance4,560$500K0.01%+51013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC4,500$493K0.06%new13F-HRTimelineGroup
Independence Bank of Kentucky4,463$489K0.07%-4613F-HRTimeline
Modera Wealth Management, LLC4,408$483K0.01%-8013F-HRTimeline
Advyzon Investment Management, LLC4,408$483K0.11%+48613F-HRTimeline
Kelly Financial Services LLC4,382$480K0.14%+23513F-HRTimeline
Arkadios Wealth Advisors4,381$480K0.01%-21913F-HRTimeline
Belpointe Asset Management LLC4,369$479K0.02%-1,83313F-HRTimeline
Hudock, Inc.4,367$479K0.08%+35013F-HRTimeline
Caliber Wealth Management, LLC / KS4,365$478K0.05%-19513F-HRTimeline
HCR Wealth Advisors4,354$477K0.06%-57013F-HRTimeline
Peregrine Asset Advisers, Inc.4,313$473K0.15%+113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,286$470K<0.01%-50413F-HRTimelineGroup
Investments & Financial Planning, LLC4,275$469K0.27%-5113F-HRTimeline
Summit Financial Consulting LLC4,235$464K0.42%-164,87513F-HRTimeline
Claro Advisors Inc.4,232$464K0.08%-7,81413F-HRTimeline
Bay Capital Advisors, LLC4,203$461K0.35%-11,04013F-HRTimeline
Berger Financial Group, Inc4,195$460K0.03%-1813F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…4,195$460K0.42%13F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding4,190$459K+2,053Timeline
TIEMANN INVESTMENT ADVISORS, LLC4,173$457K0.19%-35113F-HRTimeline
Avantra Family Wealth, Inc.4,173$457K0.38%-10413F-HRTimeline
Triumph Capital Management4,117$451K0.14%-1,63213F-HR/ATimeline
Proficio Capital Partners LLC4,086$448K0.03%013F-HRTimeline
Midwest Trust Co4,072$446K0.01%13F-HRTimeline
LEUTHOLD GROUP, LLC4,063$445K0.05%new13F-HRTimeline
Atlas Private Wealth Advisors4,049$444K0.06%-37913F-HRTimeline
Palouse Capital Management, Inc.4,027$441K0.29%-15313F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,014$440K0.22%013F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$438K0.41%013F-HRTimeline
Capital Investment Advisory Services, L…3,959$434K0.04%-44713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,727$432K+300Timeline
Planned Solutions, Inc.3,942$432K0.17%013F-HRTimeline
Dorsey Wright & Associates3,937$432K0.1%-35213F-HRTimeline
Performance Wealth Partners, LLC3,928$431K0.01%-2313F-HRTimeline
Legacy Edge Advisors, LLC3,919$430K0.06%+13113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,894$427K0.03%-16,35813F-HRTimelineGroup
Horst & Graben Wealth Management LLC3,895$427K0.07%-213F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,874$425K0.01%+61413F-HRTimeline
Old Mission Investment Co LLC3,838$421K0.11%-413F-HRTimeline
Peak Financial Management, Inc.3,811$418K0.12%+313F-HRTimeline
Curat Global, LLC3,789$415K0.4%+35013F-HR/ATimeline
LIFE LINE WEALTH MANAGEMENT LLC3,757$412K0.13%-11513F-HRTimeline
Cottage Street Advisors LLC3,757$412K0.21%+4013F-HRTimeline
Portside Wealth Group, LLC3,678$403K0.06%-30713F-HRTimeline
Shared Vision Wealth Group LLC3,690$403K0.2%-1,40813F-HRTimeline
Avantax Planning Partners, Inc.3,645$400K0.01%-31013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,628$398K0.01%-23213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,616$396K0.01%013F-HRTimeline
Saiph Capital, LLC3,616$396K0.15%+95913F-HRTimeline
ABLE Financial Group, LLC3,606$395K0.1%-1,36113F-HRTimeline
Caldwell Trust Co3,601$395K0.04%013F-HRTimeline
Fort Point Capital Partners LLC3,590$394K0.04%-1,45213F-HRTimeline
Western Wealth Management, LLC3,569$391K0.02%-76313F-HRTimeline
Moser Wealth Advisors, LLC3,565$391K0.19%013F-HRTimeline
Cornerstone Wealth Group, LLC3,539$388K0.03%-64013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,522$386K0.01%-63513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,497$383K<0.01%+18713F-HRTimelineGroup
Resurgent Financial Advisors LLC3,469$380K0.21%+12213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,466$380K0.03%-14013F-HRTimeline
Park Place Capital Corp3,473$380K0.09%-97913F-HRTimeline
BOKF, NAin group BOKF, NA3,445$378K0.01%-1,30713F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS3,437$377K0.16%-37913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,437$377K0.03%+14413F-HRTimeline
Global Assets Advisory, LLC3,444$377K0.15%-5,58913F-HRTimeline
NTV Asset Management LLC3,406$373K0.04%-15013F-HRTimeline
Independent Wealth Network Inc.3,391$372K0.14%+2113F-HRTimeline
Mezzasalma Advisors, LLC3,386$371K0.11%013F-HRTimeline
Winthrop Advisory Group LLC3,338$366K0.04%-89313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,332$365K0.14%+1,47813F-HRTimeline
LM Advisors LLC3,294$361K0.05%new13F-HRTimeline
Garden State Investment Advisory Servic…3,271$359K0.1%new13F-HRTimeline
ProVise Management Group, LLC3,272$359K0.03%013F-HRTimeline
Meadow Creek Wealth Advisors LLC3,262$358K0.24%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,223$353K<0.01%-55013F-HRTimeline
Sound Income Strategies, LLC3,198$351K0.02%+2,29313F-HRTimeline
Oxinas Partners, LLC3,188$349K0.18%new13F-HRTimeline
Summit Wealth Partners, LLC3,186$349K0.07%-7013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,165$347K0.06%+813F-HRTimeline
CVA Family Office, LLC3,153$346K0.05%+213F-HRTimeline
Canvas Wealth Advisors, LLC3,177$346K0.07%013F-HRTimeline
RMR Capital Management, LLC3,144$345K0.25%+3613F-HRTimeline
Fourth Dimension Wealth, LLC3,134$344K0.15%-1,46913F-HRTimeline
TSA Wealth Managment LLC3,042$333K0.12%-17113F-HRTimeline
AssuredPartners Investment Advisors, LLC3,040$333K0.08%-5,80213F-HRTimeline
Cresset Asset Management, LLC3,029$332K<0.01%-2,35113F-HR/ATimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,999$329K0.03%-6413F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP3,001$329K0.01%+6513F-HRTimeline
Guardian Partners Inc.3,007$327K0.03%+12513F-HRTimeline
Christensen, King & Associates Investme…2,943$323K0.15%+1713F-HRTimeline
Berkshire Money Management, Inc.2,942$322K0.03%+63813F-HRTimeline
Composition Wealth, LLC2,931$321K0.01%+11313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,916$320K0.03%-79513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,876$315K0.01%+16513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,873$314K<0.01%-4,98313F-HRTimelineGroup
Brendel Financial Advisors LLC2,845$312K0.17%+26013F-HRTimeline
ARS Wealth Advisors Group, LLC2,845$312K0.04%+1613F-HRTimeline
Maxele Advisors, LLC2,816$309K0.27%-12013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,790$306K0.14%-1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,744$301K0.03%-75713F-HRTimeline
TruWealth Advisors, LLC2,741$300K0.02%-442,46713F-HRTimeline
IMS Capital Management2,735$300K0.14%-1,00013F-HRTimeline
Advisors Asset Management, Inc.2,712$297K0.01%+60013F-HR/ATimeline
OxenFree Capital LLC2,704$296K0.18%-413F-HRTimeline
Vermillion & White Wealth Management Gr…2,674$293K0.19%013F-HRTimeline
NWF Advisory Services Inc.2,654$291K0.03%-21813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,650$290K0.05%013F-HRTimeline
Larson Financial Group LLC2,635$289K0.01%+1313F-HRTimeline
SVB WEALTH LLC2,628$288K0.02%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,624$288K0.15%+213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,611$286K<0.01%+9913F-HRTimelineGroup
Riverbend Wealth Management, LLC2,605$286K0.22%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,600$285K0.03%013F-HRTimeline
Camarda Financial Advisors, LLC2,568$281K0.11%+65213F-HRTimeline
BHK Investment Advisors, LLC2,545$279K0.11%-8013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,542$278K0.19%+85213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,533$278K0.01%-3813F-HRTimelineGroup
Evercore Wealth Management, LLC2,516$276K<0.01%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,513$275K0.04%013F-HRTimeline
Texas Yale Capital Corp.2,504$274K0.01%+29913F-HRTimeline
MSH Capital Advisors LLC2,501$274K0.08%new13F-HRTimeline
Reliant Investment Partners, LLC2,499$274K0.24%-213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,496$274K<0.01%+9213F-HRTimelineGroup
Talisman Wealth Advisors LLC11,167$271K0.25%+113F-HRTimeline
TigerOak Management, L.L.C.2,458$269K0.09%+213F-HRTimeline
TFG Advisers LLC2,447$268K0.09%-24213F-HRTimeline
RENASANT BANK2,444$268K0.18%-94013F-HRTimeline
WEALTH EFFECTS LLC2,425$266K0.1%+2013F-HRTimeline
United Asset Strategies, Inc.2,418$265K0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,416$265K0.02%+113F-HRTimeline
Sandhill Capital Partners LLC2,415$265K0.02%+313F-HRTimeline
WP Advisors, LLC2,407$264K0.07%+2713F-HRTimeline
Silver Oak Advisory Group, Inc.2,400$263K0.13%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd2,399$263K0.03%013F-HRTimeline
Walker Asset Management, LLC2,396$263K0.15%-3613F-HRTimeline
Fragasso Financial Advisors Inc2,394$262K0.02%-15713F-HRTimeline
Empirical Asset Management, LLC2,374$260K0.08%-46613F-HRTimeline
Pioneer Wealth Management Group2,374$260K0.1%new13F-HRTimeline
Naviter Wealth, LLC2,373$260K0.03%-4113F-HRTimeline
PFG Investments, LLC2,369$260K0.02%+19213F-HRTimeline
Wick Capital Partners, LLC29,213$258K0.07%+27,09013F-HRTimeline
Farringdon Capital, Ltd.2,345$257K0.09%new13F-HRTimeline
Detalus Advisors, LLC2,326$255K0.07%-1,40013F-HRTimeline
CHAPIN DAVIS, INC.2,320$254K0.07%+113F-HRTimeline
WMG Financial Advisors, LLC2,316$254K0.09%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,308$253K0.01%-19713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,308$253K0.07%013F-HRTimeline
CIBC WORLD MARKET INC.2,307$253K<0.01%-81513F-HRTimeline
HUB Investment Partners, LLC2,295$252K0.01%+13513F-HRTimeline
Robertson Stephens Wealth Management, L…2,281$250K0.01%-113F-HRTimeline
Aquire Wealth Advisors, LLC2,263$248K0.07%-2813F-HRTimeline