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Disclosery

LQD ISHARES TR

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SHS (fund)

1,137 managers (1,153 13F filers) reported a position in LQD shares at 2025-12-31, 279,499,223 shares in all. 106 filers opened a position and 68 filers sold out during the quarter.

Managers
1,137
13F filers
1,153
New
106
Added
440
Reduced
363
Sold out
68
Shares held by filers
279,499,223

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HOLLENCREST CAPITAL MANAGEMENT7,412$817K0.03%-88013F-HRTimeline
Mount Lucas Management LP7,412$817K0.36%+17913F-HRTimeline
City State Bank7,410$817K0.22%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,335$808K0.5%-7513F-HRTimeline
WHITE PINE CAPITAL LLC7,306$805K0.22%+75413F-HRTimeline
Garner Asset Management Corp7,225$796K0.31%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,183$796K0.21%+3,62813F-HRTimeline
Cane Capital Partners, LLC7,211$795K0.33%13F-HRTimeline
INVESTMENT HOUSE LLC7,165$790K0.04%013F-HRTimeline
City Center Advisors, LLC7,156$789K0.73%+1,01413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,100$782K0.11%+1,49713F-HRTimeline
MCDONALD PARTNERS LLC7,078$780K0.25%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,057$778K0.17%+1,74813F-HRTimeline
Koshinski Asset Management, Inc.7,040$776K0.05%013F-HRTimeline
Traynor Capital Management, Inc.7,019$773K0.04%+1,35813F-HRTimeline
Maridea Wealth Management LLC6,963$767K0.12%-2813F-HRTimeline
Solstein Capital, LLC6,937$764K0.31%+1,80013F-HRTimeline
VestGen Advisors, LLC6,842$754K0.03%+3,23713F-HRTimeline
Diversified Enterprises, LLC6,776$747K0.04%-1,58913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,762$745K0.06%-20713F-HRTimeline
Allworth Financial LP6,743$743K<0.01%-31313F-HRTimeline
Clarendon Private LLC6,685$737K0.62%-46513F-HRTimeline
Sharper & Granite LLC6,615$729K0.26%+70713F-HRTimeline
Omega Financial Group, LLC6,572$724K0.24%+1913F-HRTimeline
Rockingstone Advisors LLC6,516$718K0.33%+29313F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,511$717K0.68%-67913F-HRTimeline
Thrive Capital Management, LLC6,397$705K0.16%-89913F-HRTimeline
Wayfinding Financial, LLC6,380$703K0.3%-82,28913F-HRTimeline
B. Riley Wealth Advisors, Inc.6,371$702K0.03%-2,17913F-HRTimeline
International Private Wealth Advisors L…6,328$697K0.44%-4213F-HRTimeline
10Elms LLP6,306$695K0.64%+12013F-HRTimeline
Indiana Trust & Investment Management Co6,244$688K0.2%013F-HRTimeline
PW Nova Financial Services LLC6,249$688K0.26%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,201$683K0.04%-2813F-HRTimeline
Everstar Asset Management, LLC6,227$682K0.37%-14813F-HRTimeline
Crestwood Advisors Group, LLC6,179$681K0.01%+41713F-HRTimeline
Gouws Capital LLC6,178$681K0.36%013F-HRTimeline
Arkadios Wealth Advisors6,172$680K0.01%+45113F-HRTimeline
Lewis Asset Management, LLC6,162$679K0.28%+21013F-HRTimeline
Venture Visionary Partners LLC6,158$679K0.02%-56113F-HRTimeline
Trivium Point Advisory, LLC6,139$676K0.07%-30413F-HRTimeline
Per Stirling Capital Management, LLC.6,136$676K0.08%+17613F-HRTimeline
PINNACLE ASSOCIATES LTD6,120$674K0.01%-28613F-HRTimeline
Fairscale Capital, LLC6,116$674K0.45%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,071$669K0.1%-29513F-HR/ATimeline
HB Wealth Management, LLC6,040$666K<0.01%-1,45913F-HRTimeline
Midwestern Financial, LLC /IA6,020$663K0.55%+60913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,018$663K<0.01%+3,35213F-HRTimelineGroup
Kaizen Financial Strategies6,014$663K0.29%-18913F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS6,000$661K0.6%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,956$656K0.22%+1713F-HR/ATimeline
Compass Ion Advisors, LLC5,955$656K0.06%-8413F-HRTimeline
Advisors Asset Management, Inc.5,916$652K0.01%+1,48413F-HR/ATimeline
IPG Investment Advisors LLC5,914$652K0.11%+31913F-HRTimeline
WAYSTONE ADVISORS LLC5,896$650K0.56%13F-HRTimeline
Godfrey Financial Associates, Inc.5,882$648K0.56%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,880$648K0.14%-3,77813F-HRTimeline
Fonville Wealth Management LLC5,864$646K0.13%-3513F-HRTimeline
SlateStone Wealth, LLC5,840$644K0.05%new13F-HRTimeline
Ledyard National Bank5,832$643K0.06%-30013F-HRTimeline
Krilogy Financial LLC5,789$642K0.02%new13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,750$634K0.16%+22513F-HRTimeline
GK Wealth Management LLC5,694$627K0.46%-9113F-HRTimeline
Parallel Advisors, LLC5,652$623K0.01%+77913F-HRTimeline
Premier Path Wealth Partners, LLC5,645$622K0.08%+3,42413F-HRTimeline
Adaptive Financial Consulting, LLC5,638$621K0.24%-913F-HRTimeline
Hudson Portfolio Management LLC5,587$616K0.53%+38013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,583$615K<0.01%-44013F-HRTimelineGroup
Arlington Capital Management, Inc.5,578$615K0.38%-27313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Saiph Capital, LLC5,558$612K0.22%+25913F-HRTimeline
Hyundai Investments Co., Ltd.5,488$607K0.59%new13F-HRTimeline
Independent Family Office, LLC5,500$606K0.25%013F-HRTimeline
Cambridge Financial Group, LLC5,443$602K0.21%-3,37613F-HRTimeline
RDA Financial Network5,458$601K0.14%-1,52113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.5,443$600K0.05%+3,04313F-HRTimeline
Berger Financial Group, Inc5,425$598K0.03%+43813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,405$596K0.07%-17313F-HRTimeline
Heritage Trust Co5,386$593K0.06%013F-HRTimeline
Valor Advisors LLC5,325$587K0.49%13F-HRTimeline
AMERIFLEX GROUP, INC.5,310$585K0.3%-1,16713F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$584K0.02%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP5,306$583K0.05%+2,29913F-HRTimelineGroup
McAdam, LLC5,272$581K0.03%+68113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,222$575K<0.01%-45713F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC5,178$571K0.04%+26513F-HRTimeline
CIBC WORLD MARKET INC.5,175$570K<0.01%+3,03213F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,166$569K0.01%+1,30213F-HRTimeline
M3 Advisory Group, LLC5,020$553K0.34%+2713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,000$551K0.34%013F-HRTimeline
Neumann Capital Management, LLC4,998$551K0.16%+15013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,942$545K0.05%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC4,940$544K0.14%-713F-HRTimeline
Strategic Blueprint, LLC4,932$543K0.03%-74113F-HRTimeline
OxenFree Capital LLC4,854$535K0.28%+1,75313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…32,635$534K0.01%+15813F-HRTimelineGroup
GLOBALT Investments LLC / GA4,840$533K0.02%-16313F-HRTimeline
Triumph Capital Management4,825$532K0.11%+62713F-HRTimeline
BANQUE PICTET & CIE SA4,788$528K0.01%-1,89513F-HRTimeline
Curat Global, LLC4,779$527K0.58%+99013F-HRTimeline
Independent Advisor Alliance4,753$524K0.01%+28613F-HRTimeline
Cascade Financial Partners, LLC4,743$523K0.05%-2,65613F-HRTimeline
BLB&B Advisors, LLC4,706$519K0.02%-3,67013F-HRTimeline
Virtue Capital Management, LLC4,680$516K0.08%-525,66613F-HR/ATimeline
FORTE ASSET MANAGEMENT LLC4,660$513K0.23%+55813F-HRTimeline
High Falls Advisors, Inc4,624$509K0.1%-1,06713F-HRTimeline
GRANVILLE CAPITAL, INC.4,611$508K0.27%13F-HRTimeline
Canvas Wealth Advisors, LLC4,545$501K0.09%013F-HRTimeline
EASTERN BANK4,544$501K0.01%+34413F-HRTimeline
Oxbow Advisors, LLC4,511$497K0.04%+1,28613F-HRTimeline
TRUE Private Wealth Advisors4,461$492K0.05%+113F-HRTimeline
Smallwood Wealth Investment Management,…4,453$491K0.26%-28813F-HRTimeline
Advyzon Investment Management, LLC4,451$490K0.06%+1,06913F-HRTimeline
Summa Corp.4,425$488K0.21%-2,00013F-HRTimeline
Wealthspire Advisors, LLC4,420$487K<0.01%-3,47813F-HRTimeline
Modera Wealth Management, LLC4,393$484K0.01%-1513F-HRTimeline
Hudock, Inc.4,385$483K0.07%-6713F-HRTimeline
INVESTED ADVISORS4,382$483K0.5%+1,11813F-HRTimeline
Kelly Financial Services LLC4,376$482K0.12%+2313F-HRTimeline
BridgePort Financial Solutions, LLC4,356$480K0.13%+1813F-HRTimeline
Independence Bank of Kentucky4,323$476K0.06%013F-HRTimeline
Haverford Trust Co4,321$476K<0.01%-9813F-HRTimeline
Sound Income Strategies, LLC4,282$473K0.02%+2,24613F-HRTimeline
Three Seasons Wealth, LLC4,251$468K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.4,229$466K0.03%-1,59913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,200$463K<0.01%+2,10013F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC4,172$460K0.18%013F-HRTimeline
ABLE Financial Group, LLC4,157$458K0.09%+29813F-HRTimeline
Axis Wealth Partners, LLC4,120$454K0.25%-50813F-HRTimeline
Quadrant Private Wealth Management, LLC4,100$452K0.07%-1,89513F-HRTimeline
Proficio Capital Partners LLC4,086$450K0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,070$449K0.02%-86213F-HRTimeline
PFG Advisors4,033$444K0.02%-8,36613F-HRTimeline
Independent Wealth Network Inc.4,012$442K0.14%+20613F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$441K0.45%-1,00013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,991$440K0.15%-4513F-HRTimeline
Fort Point Capital Partners LLC3,959$439K0.05%+46513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,973$438K0.21%+813F-HRTimeline
Etesian Wealth Advisors, Inc.3,957$436K0.14%-1,69513F-HRTimeline
Peregrine Asset Advisers, Inc.3,950$435K0.12%-32413F-HRTimeline
Planned Solutions, Inc.3,942$434K0.14%013F-HRTimeline
Graetz Wealth LLC3,905$430K0.39%13F-HRTimeline
Avantax Planning Partners, Inc.3,898$429K0.01%+25113F-HRTimeline
Point Nemo Capital, LLC3,866$426K0.42%13F-HRTimeline
SG Americas Securities, LLC3,859$425K<0.01%-585,21013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,850$424K0.13%+5713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,846$424K0.01%-6613F-HRTimeline
Composition Wealth, LLC3,838$423K0.01%+85913F-HRTimeline
Performance Wealth Partners, LLC3,834$422K0.01%-9013F-HRTimeline
Investments & Financial Planning, LLC3,817$421K0.23%-49913F-HRTimeline
NORDEN GROUP LLC3,813$420K0.04%-313F-HRTimeline
HCR Wealth Advisors3,812$420K0.04%-22713F-HRTimeline
Weaver Consulting Group3,808$420K0.1%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,797$418K0.03%+36513F-HRTimeline
Csenge Advisory Group3,776$416K0.02%+1413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,363$415K0.13%-1413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,762$415K<0.01%+26513F-HRTimelineGroup
Legacy Edge Advisors, LLC3,745$413K0.05%-46213F-HRTimeline
Cottage Street Advisors LLC3,740$412K0.17%+5113F-HRTimeline
Riverbend Wealth Management, LLC3,709$409K0.26%+93913F-HRTimeline
MSH Capital Advisors LLC3,644$402K0.09%+66113F-HRTimeline
Caldwell Trust Co3,601$397K0.04%013F-HRTimeline
Midwest Trust Co3,598$396K<0.01%-16513F-HRTimeline
SimpliFi, Inc.3,533$389K0.16%-34113F-HRTimeline
Palouse Capital Management, Inc.3,515$387K0.25%-50713F-HRTimeline
LongView Wealth Management3,494$386K0.09%new13F-HRTimeline
Global Assets Advisory, LLC3,444$379K0.11%-1,86713F-HRTimeline
Horst & Graben Wealth Management LLC3,411$376K0.06%-48313F-HRTimeline
17 CAPITAL PARTNERS, LLC3,400$375K0.19%new13F-HRTimeline
Mezzasalma Advisors, LLC3,386$373K0.09%013F-HRTimeline
J. Derek Lewis & Associates Inc.3,342$368K0.09%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,311$365K0.02%+39513F-HRTimeline
ProVise Management Group, LLC3,272$361K0.03%013F-HRTimeline
Miller Capital Partners, Inc.3,270$360K0.18%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,265$360K0.04%+1,39013F-HRTimelineGroup
Peak Financial Management, Inc.3,255$359K0.09%-51913F-HRTimeline
Dorsey Wright & Associates3,248$358K0.08%-32113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,223$355K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT3,220$355K<0.01%013F-HRTimeline
Claro Advisors Inc.3,204$353K0.05%-99113F-HRTimeline
Two West Capital Advisors LLC3,201$353K0.2%-1,86213F-HRTimeline
Garden State Investment Advisory Servic…3,183$351K0.08%-8013F-HRTimeline
Quotient Wealth Partners, LLC3,180$350K0.01%new13F-HRTimeline
Argent Trust Co3,168$349K0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,133$345K0.01%+18913F-HRTimeline
EP Wealth Advisors, LLC3,123$344K<0.01%13F-HRTimeline
Constant Guidance Financial LLC3,110$343K0.24%-8,08013F-HRTimeline
OLD MISSION CAPITAL LLC3,095$341K0.01%-58,67913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,077$339K0.06%-3113F-HRTimelineGroup
Chesley Taft & Associates LLC3,073$339K0.01%+39513F-HRTimeline
CVA Family Office, LLC3,048$336K0.04%-1513F-HRTimeline
Oxinas Partners, LLC3,040$335K0.16%-1613F-HRTimeline
RPg Family Wealth Advisory, LLC3,029$334K0.07%+3113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,989$331K0.02%-10613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,998$330K0.05%-29113F-HRTimeline
Christensen, King & Associates Investme…2,983$329K0.14%+2313F-HRTimeline
TSA Wealth Managment LLC2,977$328K0.11%013F-HRTimeline
Berkshire Money Management, Inc.2,973$328K0.03%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC2,954$326K0.21%-30813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,936$323K0.02%+513F-HRTimeline
NWF Advisory Services Inc.2,932$323K0.04%+513F-HRTimeline