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Disclosery

LQD ISHARES TR

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SHS (fund)

1,043 managers (1,059 13F filers) reported a position in LQD shares at 2025-06-30, 267,991,014 shares in all. 91 filers opened a position and 82 filers sold out during the quarter.

Managers
1,043
13F filers
1,059
New
91
Added
358
Reduced
421
Sold out
82
Shares held by filers
267,991,014

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Integrated Capital Management, LLC2,280$248K0.12%new13F-HRTimeline
American Trust2,257$247K0.02%new13F-HRTimeline
DAVENPORT & Co LLC2,231$245K<0.01%-15013F-HRTimeline
OBSIDIAN CIO, LLC2,215$243K0.04%+7513F-HRTimeline
Red Spruce Capital, LLC2,207$242K0.1%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,191$240K0.01%+41213F-HRTimelineGroup
Kovack Advisors, Inc.2,189$240K0.02%new13F-HRTimeline
Northwest Bancshares, Inc.2,174$238K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,163$237K0.01%-1013F-HRTimelineGroup
Florida Trust Wealth Management Co2,151$236K0.01%-6713F-HRTimeline
Bank Pictet & Cie (Europe) AG2,129$233K<0.01%+22213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,108$231K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group2,105$231K0.04%+11613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,100$230K<0.01%013F-HRTimelineGroup
Fortis Advisors, LLC2,085$229K0.15%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,081$228K0.02%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,052$225K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,037$223K0.1%013F-HRTimeline
Vista Cima Wealth Management LLC2,036$223K0.21%013F-HRTimeline
SOA Wealth Advisors, LLC.2,034$223K0.04%+2113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,005$220K0.01%013F-HRTimeline
L2 Asset Management, LLC1,989$218K0.04%new13F-HRTimeline
Rehmann Capital Advisory Group1,972$216K0.01%+513F-HRTimeline
Forefront Analytics, LLC1,975$216K0.24%new13F-HR/ATimeline
RiverGlades Family Offices LLC1,966$215K0.14%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,954$214K0.18%13F-HRTimeline
Key Financial Inc1,952$214K0.04%013F-HRTimeline
Fortis Capital Management LLC1,951$214K0.03%-1,64213F-HRTimeline
Hoxton Planning & Management, LLC1,950$214K0.07%-15813F-HRTimeline
Comprehensive Money Management Services…1,950$214K0.16%013F-HRTimeline
BEACON FINANCIAL GROUP1,947$213K0.02%-66513F-HRTimeline
Premier Path Wealth Partners, LLC1,947$213K0.03%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,939$212K<0.01%-25113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,937$212K<0.01%-72313F-HRTimeline
Addison Capital Co1,931$212K0.07%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,910$209K0.15%-1,98813F-HRTimeline
Finley Financial, LLC1,900$208K0.1%013F-HRTimeline
Acorn Wealth Advisors, LLC1,883$206K0.08%-4,23913F-HRTimeline
Geneos Wealth Management Inc.1,876$206K0.01%-3,28713F-HRTimeline
CNB Bank1,867$205K0.1%013F-HRTimeline
Consolidated Portfolio Review Corp1,852$203K0.03%-9713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,850$203K0.02%new13F-HRTimeline
Nilsine Partners, LLC1,850$203K0.02%-67513F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$203K0.23%013F-HRTimeline
Advisory Alpha, LLC1,833$201K0.01%-23713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,820$199K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,802$198K0.02%-17513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,775$195K0.01%-8413F-HRTimelineGroup
Bank of New Hampshire1,661$182K0.05%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,645$180K0.01%-3,87113F-HRTimelineGroup
CITY HOLDING CO1,633$179K0.02%-26413F-HRTimeline
Glass Jacobson Investment Advisors llc1,558$171K0.07%-85613F-HRTimeline
Covestor Ltd1,510$166K0.1%+54113F-HRTimeline
Bellwether Advisors, LLC1,512$166K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$163K0.5%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$162K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,433$157K<0.01%+413F-HRTimeline
Operose Advisors LLC1,430$157K0.04%+30113F-HRTimeline
Templeton & Phillips Capital Management…1,416$155K0.11%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,378$151K0.01%-1,28213F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,360$149K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,324$145K0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,280$140K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,278$140K<0.01%+6013F-HRTimeline
First Horizon Advisors, Inc.1,220$134K<0.01%-62113F-HRTimeline
WEBSTER BANK, N. A.1,187$130K0.01%+22013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,143$125K0.04%+17813F-HRTimeline
ADIRONDACK TRUST CO1,138$125K0.05%013F-HRTimeline
WHITTIER TRUST CO1,123$123K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC1,063$117K0.04%-88113F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$116K0.09%013F-HRTimeline
Olistico Wealth, LLC1,050$115K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,003$110K<0.01%-41,96413F-HRTimelineGroup
Financial Freedom, LLC952$104K0.06%+1113F-HRTimeline
Activest Wealth Management935$102K0.02%+40813F-HRTimeline
Talon Private Wealth, LLC912$100K0.01%-1,27113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC910$99.7K0.02%-9013F-HRTimeline
Rialto Wealth Management, LLC900$98.6K0.03%013F-HRTimeline
Front Row Advisors LLC888$97.3K0.03%013F-HRTimeline
TSFG, LLC835$92K0.02%-13113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise798$88K<0.01%+56013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC800$87.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.778$85.3K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors724$79.4K0.01%+6513F-HRTimelineGroup
Park Square Financial Group, LLC721$79K0.06%+2313F-HRTimeline
Register Financial Advisors LLC703$77.1K0.03%-3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…698$76.5K<0.01%-8413F-HRTimelineGroup
North Star Investment Management Corp.683$74.9K0.01%+513F-HRTimeline
Golden State Wealth Management, LLC682$74.8K0.01%-87213F-HRTimeline
N.E.W. Advisory Services LLC675$74K0.01%-2813F-HRTimeline
Blue Trust, Inc.669$73.3K<0.01%-21813F-HRTimeline
MRP Capital Investments, LLC650$71.2K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton636$69.7K0.02%-39013F-HRTimeline
Centerpoint Advisors, LLC594$65K0.02%013F-HRTimeline
AdvisorNet Financial, Inc593$65K<0.01%+413F-HRTimeline
NWK Group, Inc.582$63.8K0.02%-1513F-HRTimeline
UNION SAVINGS BANK569$62.1K0.03%013F-HRTimeline
Security National Bank560$61.4K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC558$61.2K0.07%-4213F-HRTimeline
Transce3nd, LLC541$59.3K0.03%+18713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC531$58.2K<0.01%+1813F-HR/ATimeline
Mechanics Financial Corp531$58.2K0.02%013F-HRTimeline
Choate Investment Advisors500$54.8K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC500$54.8K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.500$54.8K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC486$53.3K0.04%013F-HRTimeline
Clearstead Trust, LLC469$51.4K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC448$49.1K0.03%-42513F-HRTimeline
2UniFi Bank446$48.9K0.03%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV430$47.2K0.02%+313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.427$46.8K0.03%013F-HRTimeline
Tidemark, LLC421$46.1K0.01%013F-HRTimeline
Mascoma Wealth Management LLC420$46K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.421$46K0.02%-2,93513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.403$44.2K<0.01%-99,59713F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC383$42K0.01%-513F-HRTimeline
Hemington Wealth Management378$41K0.01%013F-HRTimeline
Signature Resources Capital Management,…368$40.3K0.02%013F-HRTimeline
BALLAST ADVISORS LLC365$40K0.01%013F-HRTimeline
Costello Asset Management, INC359$39.4K0.01%+213F-HRTimeline
Avion Wealth354$38K0.01%013F-HR/ATimeline
Beacon Capital Management, LLC332$36.4K<0.01%-24913F-HRTimeline
Medallion Wealth Advisors, LLC324$35.5K0.01%-17313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/314$34.4K0.01%013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC306$33.5K<0.01%-62513F-HRTimeline
Bogart Wealth, LLC297$32.6K<0.01%-20613F-HRTimeline
ORG Partners LLC277$31K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.278$30.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co277$30.4K<0.01%-14313F-HRTimeline
MONTAG A & ASSOCIATES INC275$30.1K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd272$29.8K0.01%013F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC271$29.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp271$29.7K<0.01%new13F-HRTimelineGroup
Friedenthal Financial268$29.4K0.02%-3013F-HRTimeline
Pacific Center for Financial Services265$29K0.01%013F-HRTimeline
Sachetta, LLC264$29K0.01%+313F-HRTimeline
Anchor Investment Management, LLC262$28.7K<0.01%+4613F-HRTimeline
MassMutual Private Wealth & Trust, FSB260$28.5K<0.01%+1313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$27.4K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC250$27.4K<0.01%-5013F-HRTimeline
TD Capital Management LLC240$26.3K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC240$26.3K<0.01%new13F-HRTimeline
Investors Research Corp238$26.1K0.01%013F-HRTimeline
Luminist Capital LLC231$25.3K0.03%-2413F-HRTimeline
AlphaCore Capital LLC227$24.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC224$24.6K<0.01%+15013F-HRTimeline
SIGNATUREFD, LLC219$24K<0.01%+1113F-HRTimeline
Bangor Savings Bank217$23.8K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC210$23K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT200$22K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$21.9K0.02%013F-HRTimeline
Citizens National Bank Trust Department200$21.9K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$21.9K<0.01%013F-HRTimeline
Hilltop National Bank200$21.9K0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC198$21.7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.195$21.4K0.01%013F-HRTimeline
Nemes Rush Group LLC192$21K<0.01%013F-HRTimeline
EPG Wealth Management LLC191$20.9K0.01%013F-HRTimeline
First Command Advisory Services, Inc.190$20.8K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC189$20.7K0.02%new13F-HRTimeline
Realta Investment Advisors177$19.4K0.01%+10013F-HRTimeline
Hurley Capital, LLC175$19.2K0.01%013F-HRTimeline
Brooklyn Investment Group170$18.6K<0.01%new13F-HR/ATimeline
Rossby Financial, LCC167$18.3K0.01%+5913F-HRTimeline
Pflug Koory, LLC164$18K0.01%013F-HRTimeline
Kennebec Savings Bank156$17.1K0.02%013F-HRTimeline
Painted Porch Advisors LLC154$16.9K0.01%new13F-HRTimeline
Winch Advisory Services, LLC153$16.8K<0.01%+213F-HRTimeline
Clarity Asset Management, Inc.146$16K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC142$15.5K<0.01%+2513F-HRTimeline
United Community Bankin group United Community Bank141$15.5K0.01%-4013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.127$13.9K0.01%-513F-HRTimeline
Comprehensive Financial Planning, Inc./…122$13.4K0.01%013F-HRTimeline
DecisionPoint Financial, LLC122$13.3K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$12.9K0.01%013F-HRTimeline
AllSquare Wealth Management LLC116$12.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.112$12.3K<0.01%013F-HRTimeline
Piscataqua Savings Bank110$12.1K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC109$12K<0.01%new13F-HRTimeline
Crewe Advisors LLC104$11.4K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.101$11K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co100$11K<0.01%013F-HRTimeline
Gould Capital, LLC93$10.2K0.01%-1113F-HRTimeline
TRUST CO OF VERMONT88$9.65K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC87$9.54K<0.01%-8513F-HRTimeline
Granite Investment Partners, LLC85$9.32K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC84$9.21K0.01%013F-HRTimeline
Main Street Group, LTD83$9.1K<0.01%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.75$8.22K<0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.56K<0.01%013F-HRTimeline
Stephens Consulting, LLC66$7.24K<0.01%013F-HRTimeline
LGT Financial Advisors LLC66$7.24K0.02%-95213F-HRTimeline
Pandora Wealth, Inc.66$7.23K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC66$7.13K<0.01%new13F-HRTimeline
Bank & Trust Co65$7.12K0.01%013F-HRTimeline
Cubist Systematic Strategies, LLC56$6.14K<0.01%new13F-HRTimeline
Graney & King, LLC55$6.03K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC55$6.01K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.54$5.9K<0.01%+113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …53$5.81K<0.01%13F-HRTimelineGroup