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Disclosery

LQD ISHARES TR

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SHS (fund)

1,095 managers (1,111 13F filers) reported a position in LQD shares at 2026-03-31, 339,841,898 shares in all. 80 filers opened a position and 120 filers sold out during the quarter.

Managers
1,095
13F filers
1,111
New
80
Added
449
Reduced
385
Sold out
120
Shares held by filers
339,841,898

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Omega Financial Group, LLC6,116$667K0.22%-45613F-HRTimeline
Diversified Enterprises, LLC6,089$664K0.04%-68713F-HRTimeline
OpenArc Corporate Advisory, LLC6,075$662K0.01%+3,70713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,043$659K0.23%+8713F-HRTimeline
Thrive Capital Management, LLC6,038$658K0.14%-35913F-HRTimeline
HB Wealth Management, LLC6,012$655K<0.01%-2813F-HRTimeline
Advyzon Investment Management, LLC5,989$653K0.06%+1,53813F-HRTimeline
Arlington Capital Management, Inc.5,961$650K0.37%+38313F-HRTimeline
WAYSTONE ADVISORS LLC5,942$648K0.58%+4613F-HRTimeline
City State Bank5,910$644K0.17%-1,50013F-HRTimeline
Krilogy Financial LLC5,848$640K0.02%+5913F-HRTimeline
Kaizen Financial Strategies5,807$635K0.27%-20713F-HRTimeline
Hudson Portfolio Management LLC5,827$635K0.54%+24013F-HRTimeline
Arkadios Wealth Advisors5,798$632K0.01%-37413F-HRTimeline
Adaptive Financial Consulting, LLC5,796$632K0.24%+15813F-HRTimeline
Ledyard National Bank5,782$630K0.05%-5013F-HRTimeline
Triumph Capital Management5,764$628K0.13%+93913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,721$624K0.01%-7,31013F-HRTimelineGroup
Lewis Asset Management, LLC5,717$623K0.25%-44513F-HRTimeline
Saiph Capital, LLC5,701$621K0.24%+14313F-HRTimeline
Venture Visionary Partners LLC5,690$620K0.02%-46813F-HRTimeline
Godfrey Financial Associates, Inc.5,689$620K0.53%-19313F-HRTimeline
McAdam, LLC5,647$615K0.03%+37513F-HRTimeline
TFB Advisors LLC5,638$614K0.32%-3,53613F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,625$613K0.16%-12513F-HRTimeline
LongView Wealth Management5,558$611K0.15%+2,06413F-HRTimeline
Three Seasons Wealth, LLC5,579$608K0.23%+1,32813F-HRTimeline
Independent Family Office, LLC5,500$599K0.25%013F-HRTimeline
SlateStone Wealth, LLC5,490$598K0.05%-35013F-HRTimeline
10Elms LLP5,476$597K0.38%-83013F-HRTimeline
Per Stirling Capital Management, LLC.5,475$597K0.07%-66113F-HRTimeline
Ridgewood Investments LLC5,451$594K0.24%13F-HRTimeline
Fonville Wealth Management LLC5,439$593K0.11%-42513F-HRTimeline
Valor Advisors LLC5,325$587K0.49%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,393$586K<0.01%+3,08113F-HRTimelineGroup
AE Wealth Management LLC5,325$580K<0.01%-19,20813F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,321$580K0.01%+15513F-HRTimeline
Everstar Asset Management, LLC5,316$579K0.31%-91113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,308$579K0.07%-9713F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$578K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,325$577K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc5,264$574K0.03%-16113F-HRTimeline
Gouws Capital LLC5,208$568K0.3%-97013F-HRTimeline
Parallel Advisors, LLC5,149$561K0.01%-50313F-HR/ATimeline
Neumann Capital Management, LLC5,113$557K0.16%+11513F-HRTimeline
Compass Ion Advisors, LLC5,093$555K0.05%-86213F-HRTimeline
Hyundai Investments Co., Ltd.5,125$555K0.63%-36313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,067$552K<0.01%-15513F-HRTimelineGroup
M3 Advisory Group, LLC5,065$552K0.34%+4513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,000$545K0.33%013F-HRTimeline
Heritage Trust Co4,987$544K0.05%-39913F-HRTimeline
Legacy Edge Advisors, LLC4,958$540K0.06%+1,21313F-HRTimeline
Gradient Capital Advisors, LLC4,948$539K0.14%+813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,889$533K0.03%-5313F-HRTimelineGroup
Solstein Capital, LLC4,877$532K0.22%-2,06013F-HRTimeline
GLOBALT Investments LLC / GA4,866$530K0.02%+2613F-HRTimeline
BANQUE PICTET & CIE SA4,788$522K0.01%013F-HRTimeline
Hillsdale Investment Management Inc.4,750$518K0.01%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,726$515K0.03%-45213F-HRTimeline
Quadrant Private Wealth Management, LLC4,699$512K0.08%+59913F-HRTimeline
GRANVILLE CAPITAL, INC.4,678$510K0.27%+6713F-HRTimeline
Virtue Capital Management, LLC4,707$510K0.08%+2713F-HRTimeline
BLB&B Advisors, LLC4,616$503K0.02%-9013F-HRTimeline
Claro Advisors Inc.4,601$501K0.06%+1,39713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,592$500K0.02%new13F-HRTimelineGroup
Modera Wealth Management, LLC4,550$496K0.01%+15713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,548$496K<0.01%-1,03513F-HRTimelineGroup
Canvas Wealth Advisors, LLC4,545$495K0.08%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,500$490K0.01%-4,50013F-HRTimeline
TRUE Private Wealth Advisors4,461$486K0.05%013F-HRTimeline
Wealthspire Advisors, LLC4,460$486K<0.01%+4013F-HRTimeline
Hudock, Inc.4,408$480K0.07%+2313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,398$479K<0.01%-578,37213F-HRTimelineGroup
Midwest Trust Co4,383$478K0.01%+78513F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,373$477K0.21%-28713F-HRTimeline
Independence Bank of Kentucky4,323$471K0.06%013F-HRTimeline
Haverford Trust Co4,312$470K<0.01%-913F-HRTimeline
Sound Income Strategies, LLC4,272$464K0.02%-1013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.4,250$463K0.11%new13F-HRTimelineGroup
ABLE Financial Group, LLC4,157$453K0.09%013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,154$453K0.23%+75413F-HRTimeline
Axis Wealth Partners, LLC4,111$448K0.24%-913F-HRTimeline
MSH Capital Advisors LLC4,111$448K0.09%+46713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,097$447K0.18%-7513F-HRTimeline
Proficio Capital Partners LLC4,086$445K0.02%013F-HRTimeline
Independent Wealth Network Inc.4,048$441K0.13%+3613F-HRTimeline
Avidian Wealth Enterprises, LLC4,001$436K0.01%-6913F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$436K0.43%013F-HRTimeline
Two West Capital Advisors LLC4,003$435K0.23%+80213F-HRTimeline
Graetz Wealth LLC3,967$432K0.39%+6213F-HRTimeline
Fort Point Capital Partners LLC3,963$432K0.06%+413F-HRTimeline
Advisory Alpha, LLC3,958$431K0.01%+1,19913F-HRTimeline
Planned Solutions, Inc.3,942$430K0.14%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,938$429K0.19%+8813F-HRTimeline
Caitlin John, LLC3,919$427K0.26%+3,06013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,914$427K0.2%-5913F-HRTimeline
S&A Financial Services, Inc.3,911$426K0.29%13F-HRTimeline
Midwestern Financial, LLC /IA3,896$425K0.33%-2,12413F-HRTimeline
Weaver Consulting Group3,886$423K0.1%+7813F-HRTimeline
Peregrine Asset Advisers, Inc.3,875$422K0.11%-7513F-HRTimeline
Koshinski Asset Management, Inc.3,844$419K0.03%-3,19613F-HRTimeline
Performance Wealth Partners, LLC3,834$418K0.01%013F-HRTimeline
Etesian Wealth Advisors, Inc.3,814$416K0.13%-14313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,803$414K<0.01%+4113F-HRTimelineGroup
Cottage Street Advisors LLC3,763$410K0.18%+2313F-HRTimeline
Avantax Planning Partners, Inc.3,748$408K0.01%-15013F-HRTimeline
Miller Capital Partners, Inc.3,720$405K0.2%+45013F-HRTimeline
Cresset Asset Management, LLC3,701$403K<0.01%-4,66413F-HRTimeline
Cambridge Financial Group, LLC3,696$403K0.14%-1,74713F-HRTimeline
Fairvoy Private Wealth, LLC3,659$399K0.1%-56,87213F-HRTimeline
Argent Trust Co3,653$398K0.01%+48513F-HRTimeline
XY Planning Network, Inc.3,657$397K0.06%new13F-HRTimeline
Caldwell Trust Co3,601$392K0.04%013F-HRTimeline
OxenFree Capital LLC3,569$392K0.19%-1,28513F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …3,558$388K0.19%new13F-HRTimeline
SimpliFi, Inc.3,558$388K0.16%+2513F-HRTimeline
EP Wealth Advisors, LLC3,551$387K<0.01%+42813F-HRTimeline
Glen Eagle Advisors, LLC3,529$385K0.05%+1,99113F-HRTimeline
Garden State Investment Advisory Servic…3,503$382K0.09%+32013F-HRTimeline
Horst & Graben Wealth Management LLC3,494$382K0.05%+8313F-HRTimeline
Meridian Wealth Management, LLC3,485$380K0.01%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,479$379K<0.01%-6,75113F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,476$379K0.03%-32113F-HRTimeline
Investments & Financial Planning, LLC3,440$375K0.2%-37713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…31,206$373K0.01%-1,42913F-HRTimelineGroup
HCR Wealth Advisors3,392$370K0.04%-42013F-HRTimeline
Mezzasalma Advisors, LLC3,386$369K0.09%013F-HRTimeline
Estate Counselors, LLC3,385$369K0.03%new13F-HRTimeline
Palouse Capital Management, Inc.3,345$365K0.24%-17013F-HRTimeline
J. Derek Lewis & Associates Inc.3,342$364K0.08%013F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC3,308$361K0.11%-68313F-HRTimeline
INVESTED ADVISORS3,303$360K0.36%-1,07913F-HRTimeline
Riverbend Wealth Management, LLC3,301$360K0.22%-40813F-HRTimeline
ProVise Management Group, LLC3,272$357K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co3,238$353K0.11%-3,00613F-HRTimeline
Resurgent Financial Advisors LLC3,195$348K0.13%+37413F-HRTimeline
1ST SOURCE BANK3,175$346K0.02%new13F-HRTimeline
GTS SECURITIES LLC3,160$344K0.01%-30,23313F-HRTimeline
Smallwood Wealth Investment Management,…3,156$344K0.18%-1,29713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,147$343K0.01%+1,31413F-HRTimeline
Peak Financial Management, Inc.3,126$341K0.09%-12913F-HRTimeline
Western Wealth Management, LLC3,123$340K0.01%+50313F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP3,103$338K0.01%-3013F-HRTimeline
Reliant Investment Partners, LLC3,091$337K0.28%+25313F-HRTimeline
MCDONALD PARTNERS LLC3,078$335K0.08%-4,00013F-HRTimeline
CNB Bank3,031$330K0.14%+27413F-HRTimeline
Belpointe Asset Management LLC3,026$330K0.01%-5,20213F-HRTimeline
Csenge Advisory Group3,022$329K0.02%-75413F-HRTimeline
RPg Family Wealth Advisory, LLC3,017$329K0.07%-1213F-HRTimeline
Facet Wealth, Inc.3,016$329K0.01%new13F-HRTimeline
Keystone Wealth Services, LLC3,007$328K0.07%-6,69313F-HRTimeline
Genesis Financial Group, LLC2,976$324K0.22%+17013F-HRTimeline
TigerOak Management, L.L.C.2,959$323K0.1%+77613F-HRTimeline
CVA Family Office, LLC2,958$322K0.03%-9013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,944$321K0.21%-1013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,943$321K0.05%-13413F-HRTimelineGroup
TSA Wealth Managment LLC2,936$320K0.1%-4113F-HRTimeline
NWF Advisory Services Inc.2,935$320K0.04%+313F-HRTimeline
Bison Wealth, LLC2,898$315K0.03%013F-HRTimeline
Valeo Financial Advisors, LLC2,885$314K0.01%+80213F-HRTimeline
Larson Financial Group LLC2,875$313K0.01%+913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,872$313K0.04%-12613F-HRTimeline
Fortis Advisors, LLC2,852$311K0.16%+11413F-HRTimeline
Prostatis Group LLC2,849$311K0.08%+2413F-HRTimeline
Elevated Financial Group LLC2,842$310K0.1%+13413F-HRTimeline
Christensen, King & Associates Investme…2,784$303K0.13%-19913F-HRTimeline
Winthrop Advisory Group LLC2,779$303K0.02%-1313F-HRTimeline
Pioneer Wealth Management Group2,771$302K0.08%+41113F-HRTimeline
Old Mission Investment Co LLC2,770$302K0.07%013F-HRTimeline
Banco BTG Pactual S.A.2,767$302K0.06%new13F-HRTimeline
BHK Investment Advisors, LLC2,746$299K0.1%+1913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,744$299K0.1%+9113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,730$298K0.01%new13F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT2,715$296K0.06%-3,16513F-HRTimeline
WEALTH EFFECTS LLC2,712$296K0.1%+5413F-HRTimeline
PFG Investments, LLC2,687$293K0.01%+28113F-HRTimeline
Evercore Wealth Management, LLC2,682$292K<0.01%013F-HRTimeline
Quantinno Capital Management LP2,663$290K<0.01%+3213F-HRTimeline
Operose Advisors LLC2,663$290K0.07%+313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,663$290K0.13%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,650$289K<0.01%-1,55013F-HRTimelineGroup
Caliber Wealth Management, LLC / KS2,647$288K0.03%-18713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,642$288K0.01%-17413F-HRTimeline
Richmond Investment Services, LLC2,639$288K0.05%new13F-HRTimeline
United Asset Strategies, Inc.2,620$286K0.02%+713F-HRTimeline
Federation des caisses Desjardins du Qu…2,618$285K<0.01%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,617$285K0.02%-16413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,600$283K0.02%013F-HRTimeline
Camarda Financial Advisors, LLC2,594$283K0.15%+23213F-HRTimeline
FSM Wealth Advisors, LLC2,563$279K0.04%new13F-HRTimeline
NorthRock Partners, LLC2,560$279K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC2,541$277K0.11%-30513F-HRTimeline
Chesley Taft & Associates LLC2,523$275K0.01%-55013F-HRTimeline
Magnus Financial Group LLC2,500$272K0.02%-7,11813F-HRTimeline
Sandhill Capital Partners LLC2,500$272K0.02%-12113F-HRTimeline
Amicus Financial Advisors, LLC2,495$272K0.07%+3313F-HRTimeline
FreeGulliver LLC2,488$271K0.11%-7213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,486$271K0.02%-5,13213F-HRTimeline
Summit Wealth Partners, LLC2,467$269K0.04%+8313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,465$269K<0.01%013F-HRTimelineGroup