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Disclosery

LQD ISHARES TR

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SHS (fund)

1,095 managers (1,111 13F filers) reported a position in LQD shares at 2026-03-31, 339,841,898 shares in all. 80 filers opened a position and 120 filers sold out during the quarter.

Managers
1,095
13F filers
1,111
New
80
Added
449
Reduced
385
Sold out
120
Shares held by filers
339,841,898

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DAVENPORT & Co LLC2,439$266K<0.01%-22313F-HRTimeline
JTC Employer Solutions Trustee Ltd2,399$262K0.02%013F-HRTimeline
Icon Wealth Advisors, LLC2,402$261K0.02%+2313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,389$260K0.03%-40413F-HR/ATimelineGroup
Vermillion & White Wealth Management Gr…2,376$259K0.15%-21713F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,372$259K0.04%-13713F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,354$257K0.12%new13F-HRTimeline
Madrid Financial Services2,354$257K0.15%-23,98413F-HRTimeline
Wick Capital Partners, LLC2,353$256K0.05%013F-HRTimeline
Empirical Asset Management, LLC2,336$255K0.07%+113F-HRTimeline
TPG Advisors LLC2,325$253K0.16%013F-HRTimeline
American Trust2,315$252K0.02%-2913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,304$251K0.02%13F-HRTimelineGroup
Quotient Wealth Partners, LLC2,294$250K0.01%-88613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,288$249K0.06%-2013F-HRTimeline
Kesler, Norman & Wride, LLC2,280$249K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…2,280$248K0.01%013F-HRTimeline
Risk Paradigm Group, LLC2,262$247K0.21%-213F-HRTimeline
Sunbelt Securities, Inc.2,243$245K0.02%-1,98613F-HRTimeline
CHAPIN DAVIS, INC.2,234$244K0.05%+113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,220$242K<0.01%-1,00013F-HRTimeline
Aquire Wealth Advisors, LLC2,192$239K0.06%+1013F-HRTimeline
Northwest Bancshares, Inc.2,173$237K0.05%013F-HRTimeline
United Financial Planning Group LLC2,155$235K0.14%+20813F-HRTimeline
CPWA, LLC2,156$235K0.28%13F-HRTimeline
Breakwater Capital Group2,150$234K0.03%-9313F-HRTimeline
Bank Pictet & Cie (Europe) AG2,129$232K<0.01%013F-HRTimeline
Florida Trust Wealth Management Co2,126$232K0.01%+22513F-HRTimeline
Bank of New Hampshire2,115$231K0.05%-4613F-HRTimeline
Red Door Wealth Management, LLC2,112$230K0.02%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,098$229K0.02%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,098$229K0.04%+1413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,088$228K0.18%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,086$227K0.01%new13F-HRTimeline
TRUEFG, LLC2,078$227K0.06%+7813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,052$224K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC2,044$223K0.06%-913F-HRTimeline
Key Financial Inc2,043$223K0.04%-613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,037$222K0.09%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,030$221K0.01%-43913F-HRTimeline
Vista Cima Wealth Management LLC2,020$220K0.22%-613F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,010$219K0.01%+10013F-HRTimeline
Peak Wealth Management LLC2,000$218K0.18%013F-HRTimeline
High Point Wealth Management, LLC2,000$218K0.21%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,992$217K0.14%-37113F-HRTimeline
Red Spruce Capital, LLC1,982$216K0.09%-22513F-HRTimeline
Addison Capital Co1,973$215K0.04%new13F-HRTimeline
Fragasso Financial Advisors Inc1,970$215K0.01%+813F-HRTimeline
Portside Wealth Group, LLC1,961$214K0.03%-35813F-HRTimeline
Comprehensive Money Management Services…1,950$213K0.14%013F-HRTimeline
Texas Yale Capital Corp.1,949$212K0.01%013F-HRTimeline
Revisor Wealth Management LLC1,945$212K0.06%+213F-HRTimeline
Fortis Capital Management LLC1,927$210K0.03%-513F-HRTimeline
RiverGlades Family Offices LLC1,926$210K0.12%13F-HRTimeline
Breachway Investments LLC1,921$209K0.2%013F-HRTimeline
NORDEN GROUP LLC1,913$208K0.02%-1,90013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,910$208K0.12%013F-HRTimeline
Wallington Asset Management, LLC1,910$208K0.03%-6813F-HRTimeline
Finley Financial, LLC1,900$207K0.1%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,899$207K0.07%+1013F-HRTimeline
BEACON FINANCIAL GROUP1,884$205K0.02%-2313F-HRTimeline
SCS Capital Management LLC1,883$205K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,872$203K0.01%-1,43913F-HRTimeline
Tradewinds, LLC.1,867$203K0.07%013F-HRTimeline
Bucket List Wealth Management, LLC1,858$202K0.12%-2613F-HRTimeline
TruWealth Advisors, LLC1,853$202K0.01%-31813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$201K0.23%013F-HRTimeline
Vise Technologies, Inc.1,828$201K<0.01%013F-HRTimeline
Rehmann Capital Advisory Group1,844$201K0.01%-5113F-HRTimeline
Covestor Ltd1,831$200K0.14%+11713F-HRTimeline
Geneos Wealth Management Inc.1,819$198K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,786$195K0.02%-1713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,754$191K0.14%-10013F-HRTimeline
Imprint Wealth LLC1,648$180K0.82%+15613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,645$179K0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC1,630$178K0.08%+9213F-HRTimeline
Wilmington Savings Fund Society, FSB1,587$173K<0.01%013F-HRTimeline
Quent Capital, LLC1,577$172K0.01%-34013F-HRTimeline
Capital Investment Advisory Services, L…1,575$172K0.01%-86213F-HRTimeline
CFG Wealth Management Services, Inc.1,535$167K0.15%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,517$165K<0.01%+1,24613F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$162K0.47%013F-HRTimeline
Ameliora Wealth Management Ltd.1,475$161K0.05%013F-HRTimeline
ADIRONDACK TRUST CO1,452$158K0.05%+31413F-HRTimeline
Asset Dedication, LLC1,428$156K0.01%+1,41913F-HRTimeline
Templeton & Phillips Capital Management…1,416$154K0.13%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,411$154K<0.01%-13513F-HRTimelineGroup
Cornerstone Planning Group LLC1,404$153K0.02%-36013F-HRTimeline
Bogart Wealth, LLC1,387$151K0.01%+23013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,360$148K<0.01%-1,38613F-HR/ATimelineGroup
WHITTIER TRUST CO1,283$140K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,280$139K0.02%013F-HRTimeline
EASTERN BANK1,273$139K<0.01%-3,27113F-HRTimeline
CITY HOLDING CO1,263$138K0.02%-8013F-HRTimeline
Rossby Financial, LCC1,266$138K0.03%+99713F-HRTimeline
CENTRAL TRUST Co1,262$138K<0.01%+98513F-HRTimeline
Powell Investment Advisors, LLC1,235$135K0.05%-8213F-HRTimeline
AlphaCentric Advisors LLC1,197$130K0.13%+14513F-HRTimeline
WEBSTER BANK, N. A.1,187$129K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,170$127K0.01%+11613F-HRTimeline
North Star Investment Management Corp.1,165$127K0.01%+46913F-HRTimeline
FINANCIAL CONSULATE, INC1,126$123K0.02%013F-HRTimeline
Vision Retirement, LLC1,121$122K0.03%-10713F-HRTimeline
Financial Freedom, LLC1,075$117K0.06%+9813F-HRTimeline
Root Financial Partners, LLC1,073$117K0.01%-8013F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$116K0.09%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,062$116K0.01%new13F-HRTimelineGroup
Olistico Wealth, LLC1,050$114K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,021$111K0.05%-17213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH965$105K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC955$104K0.03%-37513F-HRTimeline
AdvisorNet Financial, Inc943$103K0.01%013F-HRTimeline
Signature Equity Partners, LLC941$103K0.06%+16213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC910$99.1K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.900$98.1K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC888$96.8K0.03%013F-HRTimeline
WELLINGTON-ALTUS USA INC.839$91.5K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…832$90.7K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.821$89.5K0.05%-4,48913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.821$89.5K0.01%+71113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.812$88K<0.01%+69313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC800$87.2K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise790$86K<0.01%013F-HRTimelineGroup
OBSIDIAN CIO, LLC781$85.1K0.08%+18213F-HRTimeline
BARRETT & COMPANY, INC.778$84.8K0.03%013F-HRTimeline
Register Financial Advisors LLC739$80.5K0.03%+3613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP727$79.2K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors724$78.9K0.01%013F-HRTimelineGroup
Activest Wealth Management722$78.6K0.01%-1,05313F-HRTimeline
Vermillion Wealth Management, Inc.705$76.8K0.03%+413F-HRTimeline
Blue Trust, Inc.703$76.7K<0.01%-1213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…679$74K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC675$73.5K0.01%013F-HRTimeline
MRP Capital Investments, LLC650$70.8K0.06%013F-HRTimeline
Rosenberg Matthew Hamilton636$69.3K0.01%013F-HRTimeline
Centerpoint Advisors, LLC630$69K0.02%+3613F-HRTimeline
Golden State Wealth Management, LLC585$63.8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC575$62.7K<0.01%new13F-HR/ATimeline
UNION SAVINGS BANK569$62K0.03%013F-HRTimeline
Dogwood Wealth Management LLC565$61.6K0.03%+42013F-HRTimeline
Security National Bank560$61K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC560$61K0.06%13F-HRTimeline
TSFG, LLC549$60K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.548$59.7K0.06%013F-HRTimeline
Paladin Partners, LLC545$59.4K0.04%013F-HRTimeline
Lavaca Capital LLC533$58.1K0.01%+413F-HRTimeline
Mechanics Financial Corp531$57.9K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED518$56.4K<0.01%-2,47113F-HRTimeline
WEST PACES ADVISORS INC.500$54.5K0.01%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding497$54.2K0Timeline
FWL INVESTMENT MANAGEMENT, LLC488$53.2K0.01%+3013F-HRTimeline
Financial Network Wealth Advisors LLC484$52.8K0.05%-2113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…468$51K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC463$50.4K0.04%+313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.458$49.9K0.01%013F-HRTimeline
BankChampaign, National Association458$49.9K0.05%-34513F-HRTimeline
BALLAST ADVISORS LLC450$49K0.01%013F-HR/ATimeline
Park Place Capital Corp446$48.6K0.01%-5213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV441$48K0.02%+313F-HRTimeline
Tidemark, LLC421$45.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC420$45.8K0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/390$42.5K<0.01%new13F-HRTimeline
PlanVest Financial, Inc380$41.4K0.03%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.377$41.1K0.03%-2013F-HRTimeline
Wellington Grp LLC377$41.1K0.01%-7113F-HRTimeline
Signature Resources Capital Management,…368$40.1K0.02%-24113F-HRTimeline
Costello Asset Management, INC367$40K0.01%+213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC367$40K0.03%+113F-HRTimeline
Avion Wealth354$38K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST340$37.1K0.01%13F-HRTimeline
Hilltop National Bank330$36K0.01%+17613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC316$34.4K<0.01%+213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC311$33.9K<0.01%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA311$33.9K<0.01%-1,52413F-HRTimelineGroup
Scarborough Advisors, LLC306$33.4K<0.01%new13F-HRTimeline
Friedenthal Financial295$32.2K0.02%+2413F-HRTimeline
Medallion Wealth Advisors, LLC285$31.1K0.01%-4313F-HRTimeline
MATHER GROUP, LLC.278$30.3K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.278$30.3K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC277$30.2K<0.01%-2,65913F-HRTimeline
Sachetta, LLC273$29.8K0.02%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC271$29.5K<0.01%013F-HRTimeline
Canton Hathaway, LLC269$29.3K0.01%-10613F-HRTimeline
MassMutual Private Wealth & Trust, FSB260$28.3K<0.01%-9013F-HRTimeline
Cassaday & Co Wealth Management LLC252$27.5K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC252$27.4K<0.01%+2113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$27.2K<0.01%013F-HRTimeline
TD Capital Management LLC240$26.2K<0.01%013F-HRTimeline
Bangor Savings Bank239$26K<0.01%-913F-HRTimeline
FIRST HORIZON CORP232$25.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services231$25.2K0.01%-3413F-HRTimeline
Rossmore Private Capital227$24.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC213$23.2K<0.01%013F-HRTimeline
Basepoint Wealth LLC201$21.9K0.01%+213F-HRTimeline
Nalls Sherbakoff Group, LLC200$21.8K0.02%013F-HRTimeline
Citizens National Bank Trust Department200$21.8K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$21.8K<0.01%013F-HRTimeline
2UniFi Bank200$21.8K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC198$21.6K<0.01%013F-HRTimeline
Nemes Rush Group LLC192$20.9K<0.01%013F-HRTimeline