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Disclosery

LQD ISHARES TR

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SHS (fund)

1,137 managers (1,153 13F filers) reported a position in LQD shares at 2025-12-31, 279,499,223 shares in all. 106 filers opened a position and 68 filers sold out during the quarter.

Managers
1,137
13F filers
1,153
New
106
Added
440
Reduced
363
Sold out
68
Shares held by filers
279,499,223

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Larson Financial Group LLC2,866$316K0.01%+28813F-HRTimeline
Fourth Dimension Wealth, LLC2,846$314K0.11%-2513F-HRTimeline
Reliant Investment Partners, LLC2,838$313K0.25%+34313F-HRTimeline
Bison Wealth, LLC2,898$312K0.04%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,834$312K0.03%-66513F-HRTimeline
Prostatis Group LLC2,825$311K0.07%-22613F-HRTimeline
Resurgent Financial Advisors LLC2,821$311K0.16%-70913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,816$310K0.01%-2,71613F-HRTimeline
Genesis Financial Group, LLC2,806$309K0.18%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,793$308K0.03%-35813F-HR/ATimelineGroup
Winthrop Advisory Group LLC2,792$308K0.03%-45413F-HR/ATimeline
ARS Wealth Advisors Group, LLC2,781$306K0.03%-7913F-HRTimeline
Old Mission Investment Co LLC2,770$305K0.07%-1,25513F-HRTimeline
WESPAC Advisors, LLC2,759$304K0.16%+25913F-HRTimeline
Advisory Alpha, LLC2,759$304K0.01%+32013F-HRTimeline
CNB Bank2,757$304K0.12%+89013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,746$303K0.01%+1,14413F-HRTimelineGroup
Fortis Advisors, LLC2,738$302K0.17%+44513F-HRTimeline
BHK Investment Advisors, LLC2,727$300K0.1%-2813F-HRTimeline
Elevated Financial Group LLC2,708$298K0.1%13F-HRTimeline
Evercore Wealth Management, LLC2,682$296K<0.01%+5613F-HRTimeline
Trek Financial, LLC2,681$295K0.02%-2,38313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,663$293K0.14%13F-HRTimeline
DAVENPORT & Co LLC2,662$293K<0.01%+38513F-HRTimeline
Operose Advisors LLC2,660$293K0.07%+98313F-HRTimeline
WEALTH EFFECTS LLC2,658$293K0.09%+2013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,653$292K0.11%-13013F-HRTimeline
Quantinno Capital Management LP2,631$290K<0.01%new13F-HRTimeline
Sandhill Capital Partners LLC2,621$289K0.02%+20413F-HRTimeline
Western Wealth Management, LLC2,620$289K0.01%+34913F-HRTimeline
Federation des caisses Desjardins du Qu…2,618$288K<0.01%-1913F-HRTimeline
United Asset Strategies, Inc.2,613$288K0.02%+13713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,600$286K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,593$286K0.16%-7813F-HRTimeline
FreeGulliver LLC2,560$282K0.13%013F-HRTimeline
Zhang Financial LLC2,546$281K0.01%new13F-HRTimeline
National Wealth Management Group, LLC2,511$277K0.1%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,509$276K0.04%-14113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,469$272K0.01%-3,52113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,465$272K<0.01%+5013F-HRTimelineGroup
Amicus Financial Advisors, LLC2,462$271K0.08%13F-HRTimeline
Capital Investment Advisory Services, L…2,437$269K0.02%-91413F-HRTimeline
Shared Vision Wealth Group LLC2,400$266K0.11%-95413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,416$266K0.04%013F-HRTimeline
PFG Investments, LLC2,406$265K0.01%-2213F-HRTimeline
JTC Employer Solutions Trustee Ltd2,399$265K0.02%013F-HRTimeline
Summit Wealth Partners, LLC2,384$263K0.05%-65313F-HRTimeline
Icon Wealth Advisors, LLC2,379$262K0.02%-15813F-HRTimeline
OpenArc Corporate Advisory, LLC2,368$261K<0.01%13F-HRTimeline
Camarda Financial Advisors, LLC2,362$260K0.1%-47513F-HRTimeline
Pioneer Wealth Management Group2,360$260K0.08%-4713F-HRTimeline
Wick Capital Partners, LLC2,353$259K0.05%013F-HR/ATimeline
American Trust2,344$258K0.02%+2013F-HRTimeline
Empirical Asset Management, LLC2,335$257K0.07%-24713F-HRTimeline
TPG Advisors LLC2,325$256K0.16%+7513F-HRTimeline
Portside Wealth Group, LLC2,319$256K0.03%-84113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,312$255K<0.01%-26313F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,308$254K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,280$251K0.01%013F-HRTimeline
Risk Paradigm Group, LLC2,264$249K0.24%13F-HRTimeline
Breakwater Capital Group2,243$247K0.03%+7313F-HRTimeline
CHAPIN DAVIS, INC.2,233$246K0.06%+213F-HRTimeline
Maxele Advisors, LLC2,219$245K0.2%-17513F-HRTimeline
Red Spruce Capital, LLC2,207$243K0.1%013F-HRTimeline
TigerOak Management, L.L.C.2,183$241K0.07%-21113F-HRTimeline
Aquire Wealth Advisors, LLC2,182$240K0.06%+1813F-HRTimeline
Northwest Bancshares, Inc.2,173$239K0.05%-113F-HRTimeline
TruWealth Advisors, LLC2,171$239K0.01%-18013F-HRTimeline
Frisch Financial Group, Inc.2,171$239K0.05%new13F-HRTimeline
Bank of New Hampshire2,161$238K0.05%-31013F-HRTimeline
Bank Pictet & Cie (Europe) AG2,129$235K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,088$230K0.18%13F-HRTimeline
SOA Wealth Advisors, LLC.2,084$230K0.04%+2913F-HRTimeline
Valeo Financial Advisors, LLC2,083$230K0.01%new13F-HRTimeline
Integrated Capital Management, LLC2,077$229K0.1%-31513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,055$226K<0.01%-69813F-HRTimelineGroup
Acorn Wealth Advisors, LLC2,053$226K0.07%+10913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,052$226K<0.01%013F-HRTimeline
Key Financial Inc2,049$226K0.04%+9713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,037$224K0.1%013F-HRTimeline
Vista Cima Wealth Management LLC2,026$223K0.19%-1013F-HRTimeline
Forefront Analytics, LLC2,021$223K0.2%+3013F-HRTimeline
Peak Wealth Management LLC2,000$220K0.18%13F-HRTimeline
High Point Wealth Management, LLC2,000$220K0.21%13F-HRTimeline
Van Diest Capital, LLC2,000$220K0.33%13F-HRTimeline
TRUEFG, LLC2,000$220K0.06%+3713F-HRTimeline
Wallington Asset Management, LLC1,978$218K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc1,962$216K0.01%-55013F-HRTimeline
Comprehensive Money Management Services…1,950$215K0.15%013F-HRTimeline
Texas Yale Capital Corp.1,949$215K0.01%-55513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,949$215K<0.01%-2,678,70913F-HRTimelineGroup
Revisor Wealth Management LLC1,943$215K0.06%new13F-HRTimeline
United Financial Planning Group LLC1,947$215K0.13%+2913F-HRTimeline
Fortis Capital Management LLC1,932$213K0.03%-413F-HRTimeline
Atlas Private Wealth Advisors1,929$213K0.05%-2313F-HRTimeline
Breachway Investments LLC1,921$212K0.22%13F-HRTimeline
Quent Capital, LLC1,917$211K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,910$210K0.01%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,910$210K0.14%013F-HRTimeline
BEACON FINANCIAL GROUP1,907$210K0.02%013F-HRTimeline
Florida Trust Wealth Management Co1,901$209K0.01%-25013F-HRTimeline
Finley Financial, LLC1,900$209K0.1%013F-HRTimeline
Rehmann Capital Advisory Group1,895$209K0.01%-9813F-HRTimeline
Glass Jacobson Investment Advisors llc1,889$208K0.07%+28813F-HRTimeline
Bucket List Wealth Management, LLC1,884$208K0.12%13F-HRTimeline
SCS Capital Management LLC1,883$207K<0.01%-2913F-HRTimeline
Tradewinds, LLC.1,867$206K0.05%-20713F-HRTimeline
Nilsine Partners, LLC1,858$205K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,854$204K0.14%-10013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$204K0.23%013F-HRTimeline
BOKF, NAin group BOKF, NA1,835$202K<0.01%-62213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,833$202K<0.01%new13F-HRTimeline
Vise Technologies, Inc.1,828$201K<0.01%new13F-HRTimeline
Cadia Private Client LLC1,824$201K0.16%13F-HRTimeline
Geneos Wealth Management Inc.1,819$200K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,803$199K0.02%-313F-HRTimeline
Activest Wealth Management1,775$196K0.04%+83613F-HRTimeline
Cornerstone Planning Group LLC1,764$195K0.03%-59913F-HRTimeline
Covestor Ltd1,714$189K0.1%+21013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,645$181K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,587$175K<0.01%-56813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,546$170K<0.01%+4313F-HRTimelineGroup
Glen Eagle Advisors, LLC1,538$169K0.02%+66313F-HRTimeline
Westfuller Advisors, LLC1,538$169K0.07%+1,36713F-HRTimeline
CFG Wealth Management Services, Inc.1,535$169K0.15%13F-HRTimeline
Transce3nd, LLC1,499$166K1.34%new13F-HRTimeline
Imprint Wealth LLC1,492$164K0.77%+66213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$164K0.46%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$163K0.05%013F-HRTimeline
Templeton & Phillips Capital Management…1,416$156K0.1%013F-HRTimeline
SageView Advisory Group, LLC1,353$149K0.01%new13F-HRTimeline
CITY HOLDING CO1,343$148K0.02%-9013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,330$147K0.04%+1,11013F-HRTimeline
Powell Investment Advisors, LLC1,317$145K0.05%+24213F-HRTimeline
WHITTIER TRUST CO1,283$142K<0.01%+16013F-HRTimeline
Jackson Hole Capital Partners, LLC1,280$141K0.02%013F-HRTimeline
Vision Retirement, LLC1,228$135K0.04%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,193$132K0.05%+83113F-HRTimeline
WEBSTER BANK, N. A.1,187$131K0.01%013F-HRTimeline
Bogart Wealth, LLC1,157$127K0.01%+85913F-HRTimeline
Root Financial Partners, LLC1,153$127K0.01%+1713F-HRTimeline
ADIRONDACK TRUST CO1,138$125K0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC1,126$124K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$117K0.08%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,054$116K0.01%new13F-HRTimeline
AlphaCentric Advisors LLC1,052$116K0.12%13F-HRTimeline
Olistico Wealth, LLC1,050$116K0.06%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC989$109K0.01%new13F-HRTimeline
Financial Freedom, LLC977$108K0.05%+1413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.110$108K0.01%-113F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$106K0.03%013F-HRTimeline
AdvisorNet Financial, Inc943$104K0.01%+34813F-HRTimeline
American Wealth Advisors, LLC940$104K0.1%-513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC910$100K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.900$99.2K<0.01%-17313F-HRTimelineGroup
Front Row Advisors LLC888$97.8K0.03%013F-HRTimeline
Caitlin John, LLC859$94.6K0.06%+5513F-HRTimeline
WELLINGTON-ALTUS USA INC.839$92.4K0.07%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…830$91.6K<0.01%+413F-HRTimeline
MASECO LLP802$88.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC800$88.4K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise790$87K<0.01%-813F-HRTimelineGroup
Signature Equity Partners, LLC779$85.9K0.05%13F-HRTimeline
BARRETT & COMPANY, INC.778$85.7K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP727$80.1K0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.726$80K0.08%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors724$79.8K0.01%013F-HRTimelineGroup
Blue Trust, Inc.715$78.8K<0.01%-913F-HRTimeline
Register Financial Advisors LLC703$77.5K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.701$77.2K0.03%new13F-HRTimeline
North Star Investment Management Corp.696$76.7K<0.01%+713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…679$74.8K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC675$74.4K0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,538$72K<0.01%-21,85013F-HRTimelineGroup
MRP Capital Investments, LLC650$71.6K0.06%013F-HRTimeline
Rosenberg Matthew Hamilton636$70.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…609$67.1K0.03%+24113F-HRTimeline
OBSIDIAN CIO, LLC599$66K0.1%-1,58913F-HRTimeline
Centerpoint Advisors, LLC594$65K0.02%013F-HRTimeline
Golden State Wealth Management, LLC585$64.5K0.01%-9813F-HRTimeline
UNION SAVINGS BANK569$62.7K0.03%13F-HRTimeline
Security National Bank560$61.7K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.548$60.6K0.06%13F-HRTimeline
Paladin Partners, LLC545$60.1K0.04%13F-HRTimeline
TSFG, LLC549$60K0.01%-18013F-HRTimeline
Mechanics Financial Corp531$58.5K0.02%013F-HRTimeline
Lavaca Capital LLC529$58.3K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC505$55.6K0.06%013F-HRTimeline
Choate Investment Advisors500$55.1K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC500$55.1K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.500$55.1K0.01%013F-HRTimeline
Woodside Wealth Management LLC500$55.1K0.04%new13F-HRTimeline
Park Place Capital Corp498$54.9K0.01%-1,54313F-HRTimeline
Merited Wealth, LLC498$54.9K0.05%13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding497$54.8K+225Timeline
Ares Financial Consulting, LLC460$50.7K0.05%13F-HRTimeline
BankChampaign, National Association803$50.5K0.05%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.458$50.5K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC458$50.5K0.01%+1513F-HRTimeline
BALLAST ADVISORS LLC450$49.6K0.01%+21013F-HRTimeline