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Disclosery

LQD ISHARES TR

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SHS (fund)

1,042 managers (1,055 13F filers) reported a position in LQD shares at 2025-09-30, 269,509,573 shares in all. 85 filers opened a position and 82 filers sold out during the quarter.

Managers
1,042
13F filers
1,055
New
85
Added
429
Reduced
359
Sold out
82
Shares held by filers
269,509,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Western Wealth Management, LLC2,271$253K0.01%-1,29813F-HRTimeline
WMG Financial Advisors, LLC2,251$251K0.08%-6513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,250$251K0.02%+16913F-HRTimeline
TPG Advisors LLC2,250$251K0.16%new13F-HRTimeline
CHAPIN DAVIS, INC.2,231$249K0.06%-8913F-HRTimeline
Premier Path Wealth Partners, LLC2,221$248K0.03%+27413F-HRTimeline
Red Spruce Capital, LLC2,207$246K0.1%013F-HRTimeline
OBSIDIAN CIO, LLC2,188$244K0.03%-2713F-HRTimeline
Northwest Bancshares, Inc.2,174$242K0.04%013F-HRTimeline
SVB WEALTH LLC2,170$242K0.01%-45813F-HRTimeline
Breakwater Capital Group2,170$242K0.04%+6513F-HRTimeline
Cyndeo Wealth Partners, LLC2,166$241K0.01%-25013F-HRTimeline
Aquire Wealth Advisors, LLC2,164$241K0.06%-9913F-HRTimeline
Wilmington Savings Fund Society, FSB2,155$240K0.01%-2,47913F-HR/ATimeline
Florida Trust Wealth Management Co2,151$240K0.01%013F-HRTimeline
Kovack Advisors, Inc.2,145$239K0.02%-4413F-HRTimeline
CIBC WORLD MARKET INC.2,143$239K<0.01%-16413F-HRTimeline
Bank Pictet & Cie (Europe) AG2,129$237K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,100$234K<0.01%013F-HRTimelineGroup
Tradewinds, LLC.2,074$231K0.06%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,055$229K0.04%+2113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,052$229K<0.01%013F-HRTimeline
Econ Financial Services Corp2,047$228K0.11%new13F-HRTimeline
Park Place Capital Corp2,041$228K0.05%-1,43213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,037$227K0.1%013F-HRTimeline
Vista Cima Wealth Management LLC2,036$227K0.19%013F-HRTimeline
Sound Income Strategies, LLC2,036$226K0.01%-1,16213F-HRTimeline
OLD NATIONAL BANCORP /IN/2,013$224K<0.01%new13F-HRTimeline
Rehmann Capital Advisory Group1,993$222K0.01%+2113F-HRTimeline
Forefront Analytics, LLC1,991$222K0.21%+1613F-HRTimeline
TRUEFG, LLC1,963$219K0.06%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,954$218K0.15%013F-HRTimeline
Key Financial Inc1,952$218K0.04%013F-HRTimeline
Atlas Private Wealth Advisors1,952$218K0.05%-2,09713F-HRTimeline
Comprehensive Money Management Services…1,950$217K0.15%013F-HRTimeline
RiverGlades Family Offices LLC1,946$217K0.13%-2013F-HRTimeline
Acorn Wealth Advisors, LLC1,944$217K0.07%+6113F-HRTimeline
Fortis Capital Management LLC1,936$216K0.03%-1513F-HRTimeline
United Financial Planning Group LLC1,918$214K0.13%13F-HRTimeline
SCS Capital Management LLC1,912$213K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,910$213K0.01%+9013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,910$213K0.14%013F-HRTimeline
BEACON FINANCIAL GROUP1,907$213K0.02%-4013F-HRTimeline
Finley Financial, LLC1,900$212K0.1%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,875$209K0.01%new13F-HRTimelineGroup
CNB Bank1,867$208K0.09%013F-HRTimeline
Nilsine Partners, LLC1,858$207K0.02%+813F-HRTimeline
Consolidated Portfolio Review Corp1,854$207K0.03%+213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$206K0.23%013F-HRTimeline
Geneos Wealth Management Inc.1,819$203K0.01%-5713F-HRTimeline
Detalus Advisors, LLC1,818$203K0.05%-50813F-HRTimeline
Wealth Quarterback LLC1,816$202K0.08%new13F-HRTimeline
Chicago Partners Investment Group LLC1,787$202K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,806$201K0.02%+413F-HRTimeline
Operose Advisors LLC1,677$187K0.05%+24713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,645$183K0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,602$179K0.01%-17313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,601$178K0.06%+4313F-HRTimeline
Covestor Ltd1,504$168K0.09%-613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,503$168K<0.01%-68813F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$166K0.47%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$164K0.05%013F-HRTimeline
CITY HOLDING CO1,433$160K0.02%-20013F-HRTimeline
Templeton & Phillips Capital Management…1,416$158K0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,318$147K<0.01%+4013F-HRTimeline
Jackson Hole Capital Partners, LLC1,280$143K0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,266$141K<0.01%-98,73413F-HRTimelineGroup
WEBSTER BANK, N. A.1,187$132K0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,138$127K0.04%013F-HRTimeline
Root Financial Partners, LLC1,136$127K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,123$125K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC1,075$120K0.04%+1213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,073$120K<0.01%-30513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,066$119K0.09%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.111$111K0.01%-1,21313F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$108K0.03%-17813F-HRTimeline
Financial Freedom, LLC963$107K0.05%+1113F-HRTimeline
American Wealth Advisors, LLC945$105K0.1%13F-HRTimeline
Activest Wealth Management939$105K0.02%+413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC910$101K0.02%013F-HRTimeline
Front Row Advisors LLC888$99K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC875$97.5K0.01%+65113F-HRTimeline
Imprint Wealth LLC830$92.5K0.3%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…826$92.1K<0.01%-60713F-HRTimeline
Caitlin John, LLC804$89.6K0.06%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC800$89.2K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise798$89K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.778$86.7K0.03%013F-HRTimeline
TSFG, LLC729$81K0.01%-10613F-HRTimeline
Blue Trust, Inc.724$80.7K<0.01%+5513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors724$80.7K0.01%013F-HRTimelineGroup
Register Financial Advisors LLC703$78.4K0.03%013F-HRTimeline
North Star Investment Management Corp.689$76.8K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC683$76.2K0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC675$75.2K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…655$73K<0.01%-4313F-HRTimelineGroup
MRP Capital Investments, LLC650$71.2K0.06%013F-HR/ATimeline
Rosenberg Matthew Hamilton636$70.9K0.02%013F-HRTimeline
CX Institutional622$69K<0.01%+61613F-HRTimeline
AdvisorNet Financial, Inc595$66.3K<0.01%+213F-HRTimeline
Centerpoint Advisors, LLC594$66K0.02%013F-HRTimeline
Premier Financial Group590$65.8K0.02%new13F-HRTimeline
Security National Bank560$62.4K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC552$61.5K<0.01%+2113F-HRTimeline
Mechanics Financial Corp531$59.2K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC505$56.3K0.06%-5313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC500$55.7K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.500$55.7K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC486$54.2K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FWL INVESTMENT MANAGEMENT, LLC443$49.4K0.01%+6013F-HRTimeline
Global Trust Asset Management, LLC440$49K0.02%-813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV434$48.3K0.02%+413F-HRTimeline
Tidemark, LLC421$46.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC420$46.8K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.397$44.3K0.03%-3013F-HRTimeline
Hemington Wealth Management378$42K0.01%013F-HRTimeline
Canton Hathaway, LLC375$42K0.01%new13F-HRTimeline
MATHER GROUP, LLC.374$41.7K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…368$41K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…362$40.4K0.08%-6,14113F-HRTimeline
Costello Asset Management, INC362$40.3K0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB350$39K<0.01%+9013F-HRTimeline
Avion Wealth354$39K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.346$38.6K0.01%-1,01413F-HRTimeline
Financial Life Planners346$38.6K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC326$36.3K0.01%+213F-HRTimeline
TRUST CO OF VERMONT313$34.9K<0.01%+22513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC309$34.5K<0.01%+313F-HRTimeline
NWK Group, Inc.307$34.2K0.01%-27513F-HRTimeline
Bogart Wealth, LLC298$33.2K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp287$32K<0.01%+1613F-HRTimelineGroup
ORG Partners LLC277$31.6K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.278$31K<0.01%013F-HRTimeline
CENTRAL TRUST Co277$30.9K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd272$30.3K0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC271$30.2K<0.01%013F-HRTimeline
Friedenthal Financial271$30.2K0.02%+313F-HRTimeline
Sachetta, LLC267$29.8K0.01%+313F-HRTimeline
Pacific Center for Financial Services265$29.5K0.01%013F-HRTimeline
Anchor Investment Management, LLC253$28.2K<0.01%-913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$27.9K<0.01%013F-HRTimeline
Rossby Financial, LCC244$27.2K0.01%+7713F-HRTimeline
TD Capital Management LLC240$26.8K<0.01%013F-HRTimeline
Biltmore Family Office, LLC240$26.8K<0.01%-1013F-HRTimeline
BALLAST ADVISORS LLC240$26.8K0.01%-12513F-HRTimeline
Investors Research Corp238$26.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP232$25.9K<0.01%13F-HRTimeline
SIGNATUREFD, LLC230$25.7K<0.01%+1113F-HRTimeline
AlphaCore Capital LLC227$25.3K<0.01%013F-HRTimeline
Rossmore Private Capital227$25.3K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC223$24.9K0.11%-49813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC220$24.5K0.01%new13F-HRTimeline
Bangor Savings Bank217$24.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust210$23.4K<0.01%+19313F-HRTimeline
Nalls Sherbakoff Group, LLC200$22.3K0.02%013F-HRTimeline
Citizens National Bank Trust Department200$22.3K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$22.3K<0.01%013F-HRTimeline
Hilltop National Bank200$22.3K0.01%013F-HRTimeline
2UniFi Bank200$22.3K0.01%-24613F-HRTimeline
Beaird Harris Wealth Management, LLC198$22.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.195$21.7K0.02%013F-HRTimeline
Nemes Rush Group LLC192$21.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC191$21.3K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC184$20.5K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC181$20.2K0.01%13F-HRTimeline
Orion Capital Management LLC180$20.1K0.01%new13F-HRTimeline
Hurley Capital, LLC175$19.5K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…172$19.2K0.02%new13F-HRTimeline
Westfuller Advisors, LLC171$19.1K0.01%new13F-HRTimeline
Pflug Koory, LLC164$18.3K0.01%013F-HRTimeline
Kennebec Savings Bank156$17.4K0.02%013F-HRTimeline
Winch Advisory Services, LLC155$17.2K<0.01%+213F-HRTimeline
Clarity Asset Management, Inc.147$16.4K0.01%+113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding143$15.9K-4,047Timeline
GPS Wealth Strategies Group, LLC142$15.9K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank141$15.7K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…139$15.5K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC125$13.9K0.03%+5913F-HRTimeline
Comprehensive Financial Planning, Inc./…122$13.6K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$13.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC116$12.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.112$12.5K<0.01%013F-HRTimeline
Piscataqua Savings Bank110$12.3K0.01%013F-HRTimeline
Crewe Advisors LLC104$11.6K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…103$11.5K<0.01%new13F-HRTimeline
Smithfield Trust Co100$11K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$10.3K<0.01%new13F-HRTimeline
Guerra Advisors Inc92$10.3K<0.01%new13F-HRTimeline
JCIC Asset Management Inc.85$9.47K<0.01%13F-HRTimeline
Granite Investment Partners, LLC85$9.47K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC84$9.44K<0.01%-313F-HRTimeline
Main Street Group, LTD83$9.25K<0.01%013F-HRTimeline
Seneschal Advisors, LLC82$9.14K0.01%new13F-HRTimeline
Realta Investment Advisors77$8.56K<0.01%-10013F-HRTimeline
Kiker Wealth Management, LLC74$8.25K<0.01%+3013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.69K<0.01%013F-HRTimeline
Promus Capital, LLC68$7.58K<0.01%new13F-HRTimeline
Pandora Wealth, Inc.66$7.36K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC66$7.36K<0.01%013F-HRTimeline
Bank & Trust Co65$7.25K0.01%013F-HRTimeline