Skip to content
Disclosery

LQD ISHARES TR

Follow

SHS (fund)

1,029 managers (1,044 13F filers) reported a position in LQD shares at 2025-03-31, 257,069,597 shares in all. 69 filers opened a position and 106 filers sold out during the quarter.

Managers
1,029
13F filers
1,044
New
69
Added
383
Reduced
396
Sold out
106
Shares held by filers
257,069,597

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Berkshire Money Management, Inc.2,304$250K0.03%new13F-HRTimeline
Aquire Wealth Advisors, LLC2,291$249K0.08%+1013F-HRTimeline
Robertson Stephens Wealth Management, L…2,282$248K0.01%-1213F-HRTimeline
Florida Trust Wealth Management Co2,218$241K0.01%new13F-HRTimeline
Red Spruce Capital, LLC2,207$240K0.11%013F-HRTimeline
Texas Yale Capital Corp.2,205$240K0.01%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,190$238K<0.01%new13F-HRTimelineGroup
Talon Private Wealth, LLC2,183$238K0.03%new13F-HRTimeline
Tyche Wealth Partners LLC2,181$237K0.05%new13F-HRTimeline
PFG Investments, LLC2,177$237K0.02%-9113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,173$236K0.01%-14413F-HRTimelineGroup
HUB Investment Partners, LLC2,160$235K0.01%new13F-HRTimeline
SG Americas Securities, LLC2,144$233K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC2,140$233K0.04%+8213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,137$232K0.04%+1213F-HRTimelineGroup
Wick Capital Partners, LLC2,123$231K0.07%013F-HRTimeline
Advisors Asset Management, Inc.2,112$230K<0.01%+29813F-HR/ATimeline
Hoxton Planning & Management, LLC2,108$229K0.09%-513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,100$228K<0.01%013F-HRTimelineGroup
Concorde Asset Management, LLC2,111$226K0.12%+613F-HRTimeline
Advisory Alpha, LLC2,070$225K0.01%+18213F-HR/ATimeline
THOMPSON SIEGEL & WALMSLEY LLC2,052$223K<0.01%+5213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,037$221K0.11%013F-HRTimeline
Vista Cima Wealth Management LLC2,036$221K0.24%013F-HR/ATimeline
SOA Wealth Advisors, LLC.2,013$219K0.05%-3813F-HRTimeline
Breakwater Capital Group1,989$216K0.04%-85413F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,977$215K0.02%+18013F-HRTimeline
Rehmann Capital Advisory Group1,967$214K0.01%-20413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,005$214K0.01%013F-HRTimeline
RiverGlades Family Offices LLC1,966$214K0.15%-2013F-HRTimeline
Key Financial Inc1,952$212K0.05%013F-HRTimeline
Comprehensive Money Management Services…1,950$212K0.17%013F-HRTimeline
Consolidated Portfolio Review Corp1,949$212K0.03%+2213F-HRTimeline
Mayflower Financial Advisors, LLC1,947$212K0.03%new13F-HRTimeline
Wheelhouse Advisory Group LLC1,945$211K0.12%-35313F-HRTimeline
Powell Investment Advisors, LLC1,944$211K0.1%-8613F-HRTimeline
Camarda Financial Advisors, LLC1,916$208K0.09%-6,95213F-HRTimeline
Bank Pictet & Cie (Europe) AG1,907$207K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,906$207K0.01%-25413F-HRTimeline
CITY HOLDING CO1,897$206K0.03%-15713F-HRTimeline
Finley Financial, LLC1,900$206K0.11%013F-HRTimeline
Advus Financial Partners, LLC1,888$205K0.09%-1,09913F-HR/ATimeline
Procyon Advisors, LLC1,875$204K0.01%-813F-HRTimeline
CNB Bank1,867$203K0.1%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,859$202K0.01%-13,09013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC1,854$201K0.08%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$201K0.24%new13F-HRTimeline
VestGen Advisors, LLC1,845$201K0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,841$200K0.01%-63013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,820$198K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,779$193K<0.01%-15513F-HRTimelineGroup
Continuum Advisory, LLC1,738$189K0.02%-9413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,690$184K0.14%-513F-HRTimeline
Bank of New Hampshire1,661$181K0.05%013F-HRTimeline
Hexagon Capital Partners LLC1,594$173K0.03%-513F-HRTimeline
Golden State Wealth Management, LLC1,554$169K0.03%-42513F-HR/ATimeline
Bellwether Advisors, LLC1,512$164K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$162K0.56%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$160K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,429$155K<0.01%-43413F-HRTimeline
Templeton & Phillips Capital Management…1,416$154K0.11%013F-HRTimeline
Pinnacle Bancorp, Inc.1,360$148K0.05%-26113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,324$144K0.01%-7313F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,280$139K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,218$132K<0.01%-1013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,161$126K0.09%+1,14313F-HRTimelineGroup
ADIRONDACK TRUST CO1,138$124K0.05%013F-HRTimeline
Operose Advisors LLC1,129$123K0.04%+96413F-HRTimeline
WHITTIER TRUST CO1,123$122K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$116K0.11%013F-HRTimeline
Olistico Wealth, LLC1,050$114K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,026$112K0.03%-2713F-HRTimeline
LGT Financial Advisors LLC1,018$111K0.34%+4513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,000$109K0.02%013F-HRTimeline
WEBSTER BANK, N. A.967$105K0.01%013F-HRTimeline
Covestor Ltd969$105K0.07%+813F-HRTimeline
TSFG, LLC966$105K0.02%-14713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$105K0.03%-6713F-HRTimeline
NorthRock Partners, LLC963$105K<0.01%-31413F-HRTimeline
Financial Freedom, LLC941$102K0.06%+713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC931$99.4K0.01%013F-HRTimeline
Sound Income Strategies, LLC905$98.4K0.01%-1013F-HRTimeline
Rialto Wealth Management, LLC900$97.8K0.03%013F-HRTimeline
Front Row Advisors LLC888$96.5K0.04%013F-HRTimeline
Blue Trust, Inc.887$96.4K<0.01%-57513F-HRTimeline
Global Trust Asset Management, LLC873$94.9K0.06%-9,82913F-HRTimeline
Peoples Bank/KS865$94K0.06%-1,00013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC800$87K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…782$85K<0.01%-5513F-HRTimelineGroup
BARRETT & COMPANY, INC.778$84.6K0.04%013F-HRTimeline
Register Financial Advisors LLC739$80.3K0.04%013F-HRTimeline
PSI Advisors, LLC717$77.9K0.03%+1213F-HRTimeline
N.E.W. Advisory Services LLC703$76.4K0.01%new13F-HRTimeline
Park Square Financial Group, LLC698$75.9K0.06%-15713F-HRTimeline
North Star Investment Management Corp.678$73.6K0.01%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors659$71.6K0.01%-3,00313F-HRTimelineGroup
MRP Capital Investments, LLC650$70.6K0.07%013F-HRTimeline
Matrix Trust Co623$68K0.01%+40013F-HRTimeline
Financial Network Wealth Advisors LLC600$65.2K0.09%-113F-HRTimeline
Centerpoint Advisors, LLC594$65K0.02%+1313F-HRTimeline
NWK Group, Inc.597$64.9K0.03%+813F-HRTimeline
AdvisorNet Financial, Inc589$64K<0.01%+19513F-HRTimeline
Beacon Capital Management, LLC581$63.2K0.01%-4313F-HRTimeline
UNION SAVINGS BANK569$61.8K0.03%013F-HRTimeline
Security National Bank560$60.9K0.01%013F-HRTimeline
Mechanics Financial Corp531$57.7K0.03%013F-HRTimeline
Activest Wealth Management527$57.3K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC513$55.8K<0.01%-3213F-HRTimeline
Raleigh Capital Management Inc.505$54.9K0.02%+313F-HRTimeline
Bogart Wealth, LLC503$54.7K<0.01%+25513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC500$54.3K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.500$54.3K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC497$54K0.02%-3913F-HRTimeline
Future Financial Wealth Managment LLC486$52.8K0.04%013F-HRTimeline
Elequin Capital, LP445$48.4K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.427$46.4K0.04%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV427$46.4K0.02%-3613F-HRTimeline
Tidemark, LLC421$45.8K0.02%013F-HRTimeline
CENTRAL TRUST Co420$45.6K<0.01%+5313F-HRTimeline
Mascoma Wealth Management LLC420$45.6K0.01%013F-HRTimeline
MATHER GROUP, LLC.413$44.9K<0.01%+8813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC388$42.2K0.02%+4013F-HRTimeline
Hemington Wealth Management378$41K0.01%013F-HRTimeline
Signature Resources Capital Management,…368$40K0.03%013F-HRTimeline
BALLAST ADVISORS LLC365$39.7K0.01%+23113F-HRTimeline
Costello Asset Management, INC357$38.8K0.02%new13F-HRTimeline
Transce3nd, LLC354$38.5K0.02%-33413F-HRTimeline
Avion Wealth354$37K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/314$34.1K0.02%new13F-HRTimelineGroup
Biltmore Family Office, LLC300$32.6K0.01%013F-HRTimeline
Friedenthal Financial298$32.4K0.02%+913F-HRTimeline
ORG Partners LLC277$30.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.278$30.2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC275$29.9K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd272$29.6K0.01%013F-HR/ATimelineGroup
Sandy Spring Bank271$29.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC271$29.5K<0.01%-81413F-HRTimeline
Pacific Center for Financial Services265$28.8K0.01%013F-HRTimeline
Sachetta, LLC261$28.4K0.01%-65513F-HRTimeline
Luminist Capital LLC255$27.7K0.03%-2013F-HRTimeline
Cornerstone Planning Group LLC260$27.6K0.01%+7313F-HRTimeline
MassMutual Private Wealth & Trust, FSB247$26.8K<0.01%013F-HRTimeline
TD Capital Management LLC240$26.1K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise238$26K<0.01%13F-HRTimelineGroup
Investors Research Corp238$25.9K0.01%013F-HRTimeline
AlphaCore Capital LLC227$24.7K<0.01%new13F-HRTimeline
Bangor Savings Bank217$23.6K<0.01%-813F-HRTimeline
Anchor Investment Management, LLC216$23.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.211$22.9K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC210$22.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC208$22.7K<0.01%+8513F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT200$22K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$21.7K0.02%13F-HRTimeline
Citizens National Bank Trust Department200$21.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$21.7K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC198$21.5K<0.01%-13813F-HRTimeline
Cape Investment Advisory, Inc.195$21.2K0.01%013F-HRTimeline
Nemes Rush Group LLC192$20.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC191$20.8K0.01%-613F-HRTimeline
United Community Bankin group United Community Bank181$19.7K0.01%013F-HRTimelineGroup
Hurley Capital, LLC175$19K0.01%013F-HRTimeline
Darwin Wealth Management, LLC172$18.4K0.01%013F-HRTimeline
Pflug Koory, LLC164$17.8K0.01%013F-HRTimeline
SRH ADVISORS, LLC160$17.4K0.01%013F-HRTimeline
Kennebec Savings Bank156$17K0.02%013F-HRTimeline
Winch Advisory Services, LLC151$16.4K<0.01%+113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$16K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.132$14.4K0.01%+113F-HRTimeline
Global Financial Private Client, LLC129$14K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…122$13.3K0.01%013F-HRTimeline
Collier Financial119$12.9K0.01%+113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$12.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC117$12.8K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC116$12.6K0.01%013F-HRTimeline
Center for Financial Planning, Inc.112$12.2K<0.01%new13F-HRTimeline
Piscataqua Savings Bank110$12K0.01%013F-HRTimeline
Rossby Financial, LCC108$11.7K0.01%new13F-HRTimeline
Gould Capital, LLC104$11.3K0.01%-20013F-HRTimeline
Smithfield Trust Co100$11K<0.01%-29713F-HRTimeline
GAMMA Investing LLC100$10.9K<0.01%-1913F-HR/ATimeline
WASHINGTON TRUST Co95$10.3K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC94$10.2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.91$9.89K0.01%013F-HRTimeline
TRUST CO OF VERMONT88$9.56K<0.01%new13F-HRTimeline
JCIC Asset Management Inc.85$9.24K<0.01%013F-HRTimeline
Granite Investment Partners, LLC85$9.24K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC84$9.13K0.01%013F-HRTimeline
SJS Investment Consulting Inc.78$8.48K<0.01%new13F-HRTimeline
Realta Investment Advisors77$8.35K<0.01%-2713F-HRTimeline
Glen Eagle Advisors, LLC74$8.07K<0.01%+5013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.75$8K<0.01%new13F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …66$7.17K<0.01%13F-HRTimelineGroup
Stephens Consulting, LLC66$7.17K<0.01%-5213F-HRTimeline
Pandora Wealth, Inc.66$7.17K<0.01%13F-HRTimeline
Bank & Trust Co65$7.07K0.01%013F-HRTimeline
Kiker Wealth Management, LLC61$6.63K<0.01%new13F-HRTimeline
Graney & King, LLC55$5.98K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC54$5.89K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.53$5.79K<0.01%013F-HRTimeline