LQD ISHARES TR

SHS (fund)

1,042 managers (1,055 13F filers) reported a position in LQD shares at 2025-09-30, 269,509,573 shares in all. 85 filers opened a position and 82 filers sold out during the quarter.

Managers: 1,042
13F filers: 1,055
New: 85
Added: 429
Reduced: 359
Sold out: 82
Shares held by filers: 269,509,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Fonville Wealth Management LLC	5,899	$658K	0.15%	-167	13F-HR Timeline
Arlington Capital Management, Inc.	5,851	$652K	0.42%	-432	13F-HR Timeline
Sunbelt Securities, Inc.	5,828	$650K	0.04%	-7,657	13F-HR Timeline
GK Wealth Management LLC	5,785	$645K	0.48%	-187	13F-HR Timeline
Crestwood Advisors Group, LLC	5,762	$642K	0.01%	-3	13F-HR Timeline
Exit Wealth Advisors, LLC.	5,747	$641K	0.43%		13F-HR Timeline
Arkadios Wealth Advisors	5,721	$638K	0.02%	+1,340	13F-HR Timeline
High Falls Advisors, Inc	5,691	$634K	0.13%	-1,123	13F-HR Timeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …	5,679	$633K	<0.01%	-498	13F-HR Timeline Group
Strategic Blueprint, LLC	5,673	$632K	0.03%	-378	13F-HR Timeline
Traynor Capital Management, Inc.	5,661	$631K	0.04%	-863	13F-HR Timeline
Etesian Wealth Advisors, Inc.	5,652	$630K	0.21%	-734	13F-HR Timeline
Adaptive Financial Consulting, LLC	5,647	$629K	0.25%	-553	13F-HR Timeline
Finer Wealth Management, Inc.	5,625	$627K	0.31%	-138	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	5,603	$625K	0.09%	+486	13F-HR Timeline
IPG Investment Advisors LLC	5,595	$624K	0.11%	-34,591	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	5,578	$622K	0.07%	-93	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,532	$617K	0.02%	+374	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	5,525	$616K	0.17%	new	13F-HR Timeline
Independent Family Office, LLC	5,500	$613K	0.26%	0	13F-HR Timeline
Midwestern Financial, LLC /IA	5,411	$603K	0.52%	-1,118	13F-HR Timeline
Heritage Trust Co	5,386	$600K	0.06%	-86	13F-HR Timeline
Snowden Capital Advisors LLC	5,346	$596K	0.02%	+67	13F-HR Timeline
Global Assets Advisory, LLC	5,311	$592K	0.18%	+1,867	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	5,309	$592K	0.14%	new	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	5,300	$591K	0.02%	0	13F-HR Timeline
Saiph Capital, LLC	5,299	$591K	0.21%	+1,683	13F-HR Timeline
Hudson Portfolio Management LLC	5,207	$580K	0.51%	+440	13F-HR Timeline
Solstein Capital, LLC	5,137	$573K	0.26%	0	13F-HR Timeline
Two West Capital Advisors LLC	5,063	$571K	0.34%	-206	13F-HR Timeline
Trek Financial, LLC	5,064	$564K	0.03%	new	13F-HR Timeline
GLOBALT Investments LLC / GA	5,003	$558K	0.02%	-300	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	5,000	$558K	0.32%	0	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	5,000	$557K	0.48%	+1,000	13F-HR Timeline
M3 Advisory Group, LLC	4,993	$557K	0.35%	+16	13F-HR Timeline
Berger Financial Group, Inc	4,987	$556K	0.03%	+792	13F-HR Timeline
Gradient Capital Advisors, LLC	4,947	$551K	0.15%	-36	13F-HR Timeline
Avidian Wealth Enterprises, LLC	4,932	$550K	0.02%	+147	13F-HR Timeline
CIDEL ASSET MANAGEMENT INC	4,913	$548K	0.03%	+205	13F-HR Timeline
Parallel Advisors, LLC	4,873	$543K	0.01%	-508	13F-HR Timeline
Neumann Capital Management, LLC	4,848	$540K	0.16%	-140	13F-HR Timeline
NTV Asset Management LLC	4,836	$539K	0.06%	+1,430	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	4,829	$538K	0.12%	+1,789	13F-HR Timeline
Smallwood Wealth Investment Management,…	4,741	$528K	0.27%	0	13F-HR Timeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…	4,700	$524K	0.77%	new	13F-HR Timeline Group
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	32,477	$523K		+750	Timeline CARY STREET PARTNERS FINANCIAL LLC: 32,477 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: sold out, -344 13F-HR
Axis Wealth Partners, LLC	4,628	$516K	0.3%	-51	13F-HR Timeline
McAdam, LLC	4,591	$512K	0.03%	-76	13F-HR Timeline
Canvas Wealth Advisors, LLC	4,545	$507K	0.09%	+1,368	13F-HR Timeline
Rock Creek Group LLCin group Rock Creek Group LLC	4,500	$502K	0.05%	0	13F-HR Timeline Group
Independent Advisor Alliance	4,467	$498K	0.01%	-93	13F-HR Timeline
TRUE Private Wealth Advisors	4,460	$497K	0.05%	-602	13F-HR Timeline
Hudock, Inc.	4,452	$496K	0.08%	+85	13F-HR Timeline
Advisors Asset Management, Inc.	4,432	$494K	0.01%	+1,720	13F-HR/A Timeline
Spire Wealth Managementin group Spire Wealth Management	4,422	$493K	0.02%	+2,259	13F-HR Timeline Group
Haverford Trust Co	4,419	$493K	<0.01%	-2,099	13F-HR Timeline
Modera Wealth Management, LLC	4,408	$491K	0.01%	0	13F-HR Timeline
Farringdon Capital, Ltd.	4,378	$488K	0.12%	+2,033	13F-HR Timeline
Kelly Financial Services LLC	4,353	$485K	0.13%	-29	13F-HR Timeline
BridgePort Financial Solutions, LLC	4,338	$484K	0.13%	new	13F-HR Timeline
Independence Bank of Kentucky	4,323	$482K	0.06%	-140	13F-HR Timeline
Investments & Financial Planning, LLC	4,316	$481K	0.26%	+41	13F-HR Timeline
Peregrine Asset Advisers, Inc.	4,274	$476K	0.14%	-39	13F-HR Timeline
Legacy Edge Advisors, LLC	4,207	$469K	0.06%	+288	13F-HR Timeline
EASTERN BANK	4,200	$468K	0.01%	-1,919	13F-HR Timeline
Triumph Capital Management	4,198	$468K	0.13%	+81	13F-HR/A Timeline
Claro Advisors Inc.	4,195	$468K	0.07%	-37	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	4,172	$465K	0.18%	-1	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	4,102	$457K	0.22%	+88	13F-HR Timeline
Proficio Capital Partners LLC	4,086	$455K	0.03%	0	13F-HR/A Timeline
HCR Wealth Advisors	4,039	$451K	0.05%	-315	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	4,036	$450K	0.15%	+704	13F-HR Timeline
Old Mission Investment Co LLC	4,025	$449K	0.11%	+187	13F-HR Timeline
Palouse Capital Management, Inc.	4,022	$448K	0.29%	-5	13F-HR Timeline
RMR Capital Management, LLC	3,984	$444K	0.31%	+840	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,965	$442K	0.21%		13F-HR Timeline
Planned Solutions, Inc.	3,942	$439K	0.15%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,924	$437K	0.01%	-4	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	3,912	$436K	0.01%	+284	13F-HR Timeline
Horst & Graben Wealth Management LLC	3,894	$434K	0.07%	-1	13F-HR Timeline
SimpliFi, Inc.	3,874	$432K	0.18%	new	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	3,864	$431K	0.01%	-10	13F-HR Timeline
ABLE Financial Group, LLC	3,859	$430K	0.09%	+253	13F-HR Timeline
NORDEN GROUP LLC	3,816	$425K	0.04%	-2,919	13F-HR Timeline
Weaver Consulting Group	3,808	$424K	0.11%	new	13F-HR Timeline
Independent Wealth Network Inc.	3,806	$424K	0.14%	+415	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	3,793	$423K	0.13%	+36	13F-HR Timeline
Curat Global, LLC	3,789	$422K	0.4%	0	13F-HR Timeline
Peak Financial Management, Inc.	3,774	$421K	0.11%	-37	13F-HR Timeline
Midwest Trust Co	3,763	$419K	0.01%	-309	13F-HR Timeline
Csenge Advisory Group	3,762	$419K	0.02%	-4,005	13F-HR Timeline
Cottage Street Advisors LLC	3,689	$411K	0.17%	-68	13F-HR Timeline
Avantax Planning Partners, Inc.	3,647	$407K	0.01%	+2	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	3,637	$405K	<0.01%	-8,751	13F-HR Timeline Group
OPTIMUM INVESTMENT ADVISORS	3,605	$402K	0.16%	+168	13F-HR Timeline
VestGen Advisors, LLC	3,605	$402K	0.01%	new	13F-HR Timeline
Caldwell Trust Co	3,601	$401K	0.04%	0	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	3,555	$399K	0.11%	new	13F-HR Timeline
Dorsey Wright & Associates	3,569	$398K	0.09%	-368	13F-HR Timeline
Resurgent Financial Advisors LLC	3,530	$393K	0.19%	+61	13F-HR Timeline
Caliber Wealth Management, LLC / KS	3,499	$390K	0.04%	-866	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	3,497	$390K	<0.01%	0	13F-HR Timeline Group
Fort Point Capital Partners LLC	3,494	$389K	0.05%	-96	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	3,432	$383K	0.03%	-34	13F-HR Timeline
Shared Vision Wealth Group LLC	3,354	$378K	0.16%	-336	13F-HR Timeline
Mezzasalma Advisors, LLC	3,386	$377K	0.1%	0	13F-HR Timeline
Advyzon Investment Management, LLC	3,382	$377K	0.06%	-1,026	13F-HR Timeline
Capital Investment Advisory Services, L…	3,351	$374K	0.03%	-608	13F-HR Timeline
LM Advisors LLC	3,294	$367K	0.05%	0	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	3,262	$367K	0.24%	0	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,289	$367K	0.06%	+124	13F-HR Timeline
ProVise Management Group, LLC	3,272	$365K	0.03%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	3,263	$364K	0.09%	-8	13F-HR Timeline
Winthrop Advisory Group LLC	3,246	$362K	0.03%	-92	13F-HR Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd	3,233	$360K	<0.01%	new	13F-HR Timeline Group
Oxbow Advisors, LLC	3,225	$359K	0.03%	new	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	3,223	$359K	<0.01%	0	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	3,220	$359K	<0.01%	+3,020	13F-HR Timeline
Argent Trust Co	3,168	$353K	0.01%	new	13F-HR Timeline
Portside Wealth Group, LLC	3,160	$352K	0.05%	-518	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	3,151	$351K	0.04%	+152	13F-HR/A Timeline Group
Cornerstone Wealth Group, LLC	3,115	$347K	0.02%	-424	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	3,108	$346K	0.06%	new	13F-HR Timeline Group
INVESTED ADVISORS	3,264	$346K	0.5%		13F-HR Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC	3,104	$346K	<0.01%	-17,027	13F-HR Timeline Group
SILVER OAK SECURITIES, INCORPORATED	3,095	$345K	0.03%	+351	13F-HR Timeline
OxenFree Capital LLC	3,101	$345K	0.19%	+397	13F-HR Timeline
Keystone Wealth Services, LLC	3,066	$342K	0.07%	-13,281	13F-HR Timeline
CVA Family Office, LLC	3,063	$341K	0.04%	-90	13F-HR Timeline
Oxinas Partners, LLC	3,056	$341K	0.18%	-132	13F-HR Timeline
Prostatis Group LLC	3,051	$340K	0.09%	new	13F-HR Timeline
Summit Wealth Partners, LLC	3,037	$339K	0.06%	-149	13F-HR Timeline
Guardian Partners Inc.	3,007	$335K	0.03%	0	13F-HR Timeline
RPg Family Wealth Advisory, LLC	2,998	$334K	0.07%	new	13F-HR Timeline
MSH Capital Advisors LLC	2,983	$333K	0.09%	+482	13F-HR Timeline
Composition Wealth, LLC	2,979	$332K	<0.01%	+48	13F-HR Timeline
TSA Wealth Managment LLC	2,977	$332K	0.11%	-65	13F-HR Timeline
Christensen, King & Associates Investme…	2,960	$330K	0.14%	+17	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	2,944	$328K	0.01%	-57	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	2,931	$327K	0.02%	-506	13F-HR Timeline
NWF Advisory Services Inc.	2,927	$326K	0.04%	+273	13F-HR Timeline
Fourth Dimension Wealth, LLC	2,871	$320K	0.12%	-263	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	2,916	$319K	0.03%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	2,860	$319K	0.03%	+15	13F-HR Timeline
Camarda Financial Advisors, LLC	2,837	$316K	0.12%	+269	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,783	$310K	0.12%	-7	13F-HR Timeline
Riverbend Wealth Management, LLC	2,770	$309K	0.22%	+165	13F-HR Timeline
BHK Investment Advisors, LLC	2,755	$307K	0.11%	+210	13F-HR Timeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A	2,753	$307K	<0.01%		13F-HR Timeline Group
IMS Capital Management	2,735	$305K	0.14%	0	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	2,703	$301K	<0.01%	-1,583	13F-HR Timeline Group
CONSILIO WEALTH ADVISORS, LLC	2,701	$301K	0.1%	new	13F-HR Timeline
Chesley Taft & Associates LLC	2,678	$299K	0.01%	new	13F-HR Timeline
Vermillion & White Wealth Management Gr…	2,671	$298K	0.17%	-3	13F-HR Timeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…	2,666	$297K	<0.01%	new	13F-HR Timeline Group
MARKET STREET WEALTH MANAGEMENT ADVISOR…	2,650	$295K	0.05%	0	13F-HR Timeline
WEALTH EFFECTS LLC	2,638	$294K	0.09%	+213	13F-HR Timeline
Federation des caisses Desjardins du Qu…	2,637	$294K	<0.01%	+700	13F-HR Timeline
Evercore Wealth Management, LLC	2,626	$293K	<0.01%	+110	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	2,600	$290K	0.02%	0	13F-HR Timeline
Empirical Asset Management, LLC	2,582	$288K	0.08%	+208	13F-HR Timeline
Larson Financial Group LLC	2,578	$287K	0.01%	-57	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	2,575	$286K	<0.01%	-298	13F-HR Timeline Group
FreeGulliver LLC	2,560	$285K	0.13%	-5,900	13F-HR Timeline
Icon Wealth Advisors, LLC	2,537	$283K	0.02%	-9,207	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	2,534	$283K	0.01%	+1	13F-HR Timeline Group
Fragasso Financial Advisors Inc	2,512	$280K	0.02%	+118	13F-HR Timeline
Texas Yale Capital Corp.	2,504	$279K	0.01%	0	13F-HR Timeline
WESPAC Advisors, LLC	2,500	$279K	0.16%	new	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	2,498	$278K	0.06%	new	13F-HR Timeline
Reliant Investment Partners, LLC	2,495	$278K	0.22%	-4	13F-HR Timeline
United Asset Strategies, Inc.	2,476	$276K	0.02%	+58	13F-HR Timeline
Bank of New Hampshire	2,471	$275K	0.06%	+810	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	2,465	$275K	0.01%	+460	13F-HR Timeline
BOKF, NAin group BOKF, NA	2,457	$274K	<0.01%	-988	13F-HR Timeline Group
Advisory Alpha, LLC	2,439	$272K	0.01%	+606	13F-HR Timeline
Talisman Wealth Advisors LLC	11,167	$271K	0.22%	0	13F-HR Timeline
WP Advisors, LLC	2,434	$271K	0.07%	+27	13F-HR Timeline
PFG Investments, LLC	2,428	$271K	0.01%	+59	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,427	$271K	0.03%	new	13F-HR Timeline
Integrated Capital Management, LLC	2,392	$270K	0.12%	+112	13F-HR Timeline
Sandhill Capital Partners LLC	2,417	$269K	0.02%	+2	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	2,416	$269K	0.04%	-97	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	2,415	$269K	<0.01%	-81	13F-HR Timeline Group
Pioneer Wealth Management Group	2,407	$268K	0.09%	+33	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	2,399	$268K	0.02%	0	13F-HR Timeline
MMBG INVESTMENT ADVISORS CO.	2,400	$268K	0.02%	+550	13F-HR Timeline
Maxele Advisors, LLC	2,394	$267K	0.23%	-422	13F-HR Timeline
TigerOak Management, L.L.C.	2,394	$267K	0.08%	-64	13F-HR Timeline
HUB Investment Partners, LLC	2,389	$266K	0.01%	+94	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	2,377	$265K	0.16%	-165	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	2,377	$265K	0.13%	-247	13F-HR Timeline
Cornerstone Planning Group LLC	2,363	$264K	0.04%	+2,312	13F-HR Timeline
Wick Capital Partners, LLC	2,353	$262K	0.06%	-26,860	13F-HR Timeline
TruWealth Advisors, LLC	2,351	$262K	0.01%	-390	13F-HR Timeline
American Trust	2,324	$259K	0.02%	+67	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	2,308	$257K	0.06%	0	13F-HR Timeline
Fortis Advisors, LLC	2,293	$256K	0.15%	+208	13F-HR Timeline
Robertson Stephens Wealth Management, L…	2,280	$254K	0.01%	-1	13F-HR Timeline
DAVENPORT & Co LLC	2,277	$254K	<0.01%	+46	13F-HR Timeline