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Disclosery

LQD ISHARES TR

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SHS (fund)

1,106 managers (1,122 13F filers) reported a position in LQD shares at 2026-06-30, 303,716,466 shares in all. 95 filers opened a position and 85 filers sold out during the quarter.

Managers
1,106
13F filers
1,122
New
95
Added
433
Reduced
380
Sold out
85
Shares held by filers
303,716,466

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PFG Investments, LLC2,666$291K0.01%-2113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,665$291K0.01%-8,18113F-HRTimelineGroup
ARS Wealth Advisors Group, LLC2,634$287K0.02%+1713F-HRTimeline
Glass Jacobson Investment Advisors llc2,633$287K0.09%+73413F-HRTimeline
CVA Family Office, LLC2,620$286K0.03%-33813F-HRTimeline
Acorn Wealth Advisors, LLC2,601$284K0.07%+55713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,591$283K0.02%-88513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,551$278K<0.01%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,512$274K0.12%-15113F-HRTimeline
Fairvoy Private Wealth, LLC2,511$274K0.06%-1,14813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,500$273K0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC2,498$272K0.09%-4313F-HRTimeline
Amicus Financial Advisors, LLC2,496$272K0.07%+113F-HRTimeline
Bucket List Wealth Management, LLC2,493$272K0.13%+63513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,465$269K0.07%-84313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,463$269K0.02%-13713F-HRTimeline
Caliber Wealth Management, LLC / KS2,463$269K0.03%-18413F-HRTimeline
DAVENPORT & Co LLC2,461$268K<0.01%+2213F-HRTimeline
Winthrop Advisory Group LLC2,428$265K0.02%-35113F-HRTimeline
Icon Wealth Advisors, LLC2,418$264K0.02%+1613F-HRTimeline
JTC Employer Solutions Trustee Ltd2,399$262K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,387$260K<0.01%-23113F-HRTimeline
Palouse Capital Management, Inc.2,386$260K0.16%-95913F-HRTimeline
American Trust2,385$260K0.02%+7013F-HRTimeline
Madrid Financial Services2,375$259K0.14%+2113F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,360$257K0.09%+613F-HRTimeline
Wick Capital Partners, LLC2,353$257K0.04%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,352$257K<0.01%-29813F-HRTimelineGroup
Prostatis Group LLC2,350$256K0.06%-49913F-HRTimeline
INVESTED ADVISORS2,343$256K0.23%-96013F-HRTimeline
Empirical Asset Management, LLC2,342$255K0.06%+613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,337$255K0.04%-3513F-HRTimeline
Kesler, Norman & Wride, LLC2,336$255K0.04%+5613F-HRTimeline
NWF Advisory Services Inc.2,329$254K0.02%-60613F-HRTimeline
TPG Advisors LLC2,325$254K0.14%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,309$251K0.03%13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,300$251K0.09%new13F-HRTimeline
Robertson Stephens Wealth Management, L…2,298$251K0.01%+1813F-HRTimeline
Vermillion & White Wealth Management Gr…2,260$246K0.12%-11613F-HRTimeline
CHAPIN DAVIS, INC.2,236$244K0.04%+213F-HRTimeline
Risk Paradigm Group, LLC2,225$243K0.19%-3713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,224$243K0.02%+12613F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT2,220$242K<0.01%013F-HRTimeline
TRUEFG, LLC2,211$241K0.06%+13313F-HRTimeline
United Financial Planning Group LLC2,178$238K0.12%+2313F-HRTimeline
Breakwater Capital Group2,178$238K0.03%+2813F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …2,174$237K0.08%13F-HRTimeline
Northwest Bancshares, Inc.2,173$237K0.04%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,153$235K0.05%-13513F-HRTimeline
ZENITH SOLUTIONS, INC.2,142$234K0.21%13F-HRTimeline
Angel Oak Capital Advisors, LLC2,140$233K0.29%-4,73113F-HRTimeline
Florida Trust Wealth Management Co2,126$232K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,121$231K0.04%+2313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,121$231K0.02%-26813F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,109$230K0.05%+2,06913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,087$228K0.16%-113F-HRTimeline
Wallington Asset Management, LLC2,085$227K0.03%+17513F-HRTimeline
Davis Wealth Advisors, LLC2,074$226K0.18%new13F-HRTimeline
CPWA, LLC2,074$226K0.26%-8213F-HRTimeline
Maxele Advisors, LLC2,054$224K0.16%13F-HRTimeline
Crown Wealth Group, LLC2,034$222K0.06%new13F-HRTimeline
Vista Cima Wealth Management LLC2,020$220K0.16%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,010$219K0.01%013F-HRTimeline
Key Financial Inc2,000$218K0.04%-4313F-HRTimeline
Peak Wealth Management LLC2,000$218K0.15%013F-HRTimeline
High Point Wealth Management, LLC2,000$218K0.18%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,000$218K<0.01%-5213F-HRTimeline
Facet Wealth, Inc.1,998$218K<0.01%-1,01813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,983$216K0.12%-913F-HRTimeline
Fragasso Financial Advisors Inc1,982$216K0.01%+1213F-HRTimeline
Fortis Advisors, LLC1,975$215K0.1%-87713F-HRTimeline
Revisor Wealth Management LLC1,964$214K0.05%+1913F-HRTimeline
Comprehensive Money Management Services…1,950$213K0.13%013F-HRTimeline
Texas Yale Capital Corp.1,949$213K<0.01%013F-HRTimeline
Belvedere Trading LLC1,931$211K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,926$210K0.08%-11113F-HRTimeline
RiverGlades Family Offices LLC1,926$210K0.1%013F-HRTimeline
D.B. Root & Company, LLC1,924$210K0.04%new13F-HRTimeline
Fortis Capital Management LLC1,921$210K0.02%-613F-HRTimeline
Breachway Investments LLC1,921$210K0.32%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,930$209K0.01%+5813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,917$209K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC1,900$207K0.08%013F-HRTimeline
Signal Advisors Wealth, LLC1,890$206K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP1,884$205K0.02%013F-HRTimeline
SCS Capital Management LLC1,883$205K<0.01%013F-HRTimeline
NORDEN GROUP LLC1,882$205K0.02%-3113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,859$203K0.01%-17113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$202K0.21%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,790$195K0.02%+413F-HRTimeline
Covestor Ltd1,779$194K0.11%-5213F-HRTimeline
Imprint Wealth LLC1,761$192K0.78%+11313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,755$191K0.01%+39513F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC1,754$191K0.13%013F-HRTimeline
Continuum Advisory, LLC1,669$182K0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,645$179K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,587$173K<0.01%013F-HRTimeline
Quent Capital, LLC1,577$172K0.01%013F-HRTimeline
Westfuller Advisors, LLC1,553$169K0.06%-7713F-HRTimeline
Blue Trust, Inc.1,522$166K<0.01%+81913F-HRTimeline
Signature Equity Partners, LLC1,508$165K0.08%+56713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$162K0.37%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$161K0.05%013F-HRTimeline
Templeton & Phillips Capital Management…1,416$154K0.11%013F-HRTimeline
ADIRONDACK TRUST CO1,407$153K0.05%-4513F-HRTimeline
Bogart Wealth, LLC1,401$153K0.01%+1413F-HRTimeline
AMERIFLEX GROUP, INC.1,360$148K0.06%+53913F-HRTimeline
Synergy Investment Management, LLC1,392$148K0.04%+1,34013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,345$147K<0.01%-6613F-HRTimelineGroup
WHITTIER TRUST CO1,283$139K<0.01%013F-HRTimeline
CITY HOLDING CO1,273$139K0.02%+1013F-HRTimeline
AlphaCentric Advisors LLC1,256$137K0.12%+5913F-HRTimeline
Powell Investment Advisors, LLC1,247$136K0.04%+1213F-HRTimeline
WEBSTER BANK, N. A.1,187$129K0.01%013F-HRTimeline
North Star Investment Management Corp.1,176$128K0.01%+1113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,147$125K<0.01%-2313F-HRTimeline
FINANCIAL CONSULATE, INC1,126$123K0.01%013F-HRTimeline
Winch Advisory Services, LLC1,088$119K0.02%+93013F-HRTimeline
Rossby Financial, LCC1,075$117K0.02%-19113F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$116K0.07%013F-HRTimeline
Olistico Wealth, LLC1,050$115K0.05%013F-HRTimeline
Transce3nd, LLC1,034$111K0.98%new13F-HRTimeline
Burnham & Co LLC1,000$109K0.09%13F-HRTimeline
Vision Retirement, LLC997$109K0.03%-12413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$105K0.03%013F-HRTimeline
Cornerstone Planning Group LLC968$103K0.01%-43613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC910$99.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…906$98.8K0.04%-11513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA904$98.6K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.900$98.2K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.872$95.1K<0.01%+59413F-HRTimeline
Front Row Advisors LLC888$94.1K0.03%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC848$92.5K0.02%+36013F-HRTimeline
WELLINGTON-ALTUS USA INC.839$91.4K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC800$86.3K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise790$86K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…783$85.4K0.03%+41513F-HRTimeline
BARRETT & COMPANY, INC.778$84.9K0.02%013F-HRTimeline
Golden State Wealth Management, LLC777$84.8K0.01%+19213F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…739$80.6K0.03%new13F-HRTimeline
Register Financial Advisors LLC739$80.6K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors733$79.9K0.01%+913F-HRTimelineGroup
Dogwood Wealth Management LLC731$79.7K0.03%+16613F-HRTimeline
Vermillion Wealth Management, Inc.711$77.5K0.02%+613F-HRTimeline
EASTERN BANK681$74.3K<0.01%-59213F-HRTimeline
N.E.W. Advisory Services LLC675$73.6K<0.01%013F-HRTimeline
MRP Capital Investments, LLC650$70.9K0.05%013F-HRTimeline
AdvisorNet Financial, Inc649$70.8K<0.01%-29413F-HRTimeline
Rosenberg Matthew Hamilton636$69.4K0.01%013F-HRTimeline
Larson Financial Group LLC631$68.9K<0.01%-2,24413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp622$67.8K<0.01%-89513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC592$64.6K<0.01%+1713F-HRTimeline
Centerpoint Advisors, LLC586$64K0.02%-4413F-HRTimeline
UNION SAVINGS BANK569$62.1K0.02%013F-HRTimeline
Security National Bank560$61.1K0.01%013F-HRTimeline
TSFG, LLC549$60K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.548$59.8K0.05%013F-HRTimeline
Paladin Partners, LLC545$59.4K0.04%013F-HRTimeline
Lavaca Capital LLC539$58.8K0.01%+613F-HRTimeline
Oakmont Advisory Group, LLC533$58.1K0.05%new13F-HRTimeline
Mechanics Financial Corp531$57.9K0.02%013F-HRTimeline
Provident Wealth Management, LLC500$54.5K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.500$54.5K0.01%013F-HRTimeline
Ares Financial Consulting, LLC469$51.1K0.04%+613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.458$50K<0.01%013F-HRTimeline
BankChampaign, National Association458$50K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC452$49.3K0.05%-3213F-HRTimeline
BALLAST ADVISORS LLC450$49.1K0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.450$49.1K<0.01%new13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV444$48.5K0.02%+313F-HRTimeline
Tidemark, LLC421$45.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC420$45.8K0.01%013F-HRTimeline
GROUP ONE TRADING LLC408$44.5K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.393$42.9K<0.01%-42813F-HRTimelineGroup
PARK NATIONAL CORP /OH/390$42.5K<0.01%013F-HRTimeline
Park Place Capital Corp380$41.4K0.01%-6613F-HRTimeline
PlanVest Financial, Inc380$41.4K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.377$41.1K0.03%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.380$41K<0.01%+37913F-HRTimelineGroup
Costello Asset Management, INC370$40.3K0.01%+313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC367$40.1K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC359$39.2K0.01%new13F-HRTimeline
Avion Wealth354$38K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC320$34.9K<0.01%+413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.312$34K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…303$33.1K<0.01%-52913F-HRTimeline
Friedenthal Financial295$32.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC283$30.9K0.01%-213F-HRTimeline
OAKWORTH CAPITAL, INC.278$30.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co277$30.2K<0.01%-98513F-HRTimeline
Sachetta, LLC276$30.1K0.01%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC271$29.6K<0.01%013F-HRTimeline
Canton Hathaway, LLC269$29.3K0.01%013F-HRTimeline
Hilltop National Bank265$28.9K0.01%-6513F-HRTimeline
MassMutual Private Wealth & Trust, FSB260$28.4K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC252$27.5K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$27.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC242$26.4K<0.01%-1013F-HRTimeline
TD Capital Management LLC240$26.2K<0.01%013F-HRTimeline
Bangor Savings Bank239$26.1K<0.01%013F-HRTimeline