Skip to content
Disclosery

LQD ISHARES TR

Follow

SHS (fund)

1,106 managers (1,122 13F filers) reported a position in LQD shares at 2026-06-30, 303,716,466 shares in all. 95 filers opened a position and 85 filers sold out during the quarter.

Managers
1,106
13F filers
1,122
New
95
Added
433
Reduced
380
Sold out
85
Shares held by filers
303,716,466

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
FIRST HORIZON CORP232$25.3K<0.01%013F-HRTimeline
Rossmore Private Capital227$24.8K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC222$24.2K<0.01%-8913F-HRTimelineGroup
Regatta Research & Money Management214$23.3K0.02%13F-HRTimeline
Anchor Investment Management, LLC213$23.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC209$22.8K0.01%-74613F-HRTimeline
Cape Investment Advisory, Inc.206$22.5K0.01%new13F-HRTimeline
Basepoint Wealth LLC203$22.2K0.01%+213F-HRTimeline
Pacific Center for Financial Services200$21.8K<0.01%-3113F-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
NBH Bank200$21.8K0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC198$21.6K<0.01%013F-HRTimeline
Nemes Rush Group LLC192$20.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC190$20.7K<0.01%013F-HRTimeline
Walsh & Associates, LLC186$20.3K0.02%new13F-HRTimeline
First Bancorp, Inc /ME/184$20.1K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC184$20.1K<0.01%013F-HRTimeline
Hurley Capital, LLC175$19.1K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…172$18.8K0.02%013F-HRTimeline
Pflug Koory, LLC164$17.9K0.01%013F-HRTimeline
Investors Research Corp163$17.8K<0.01%013F-HRTimeline
Crewe Advisors LLC162$17.7K<0.01%+5813F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.161$17.6K<0.01%+7013F-HRTimelineGroup
Kennebec Savings Bank156$17K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC148$16.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC145$15.8K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…145$15.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners143$15.6K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank141$15.4K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp135$14.7K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.129$14.1K<0.01%013F-HRTimeline
one8zero8, LLC129$14.1K<0.01%013F-HRTimeline
SYM FINANCIAL Corp127$13.9K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC123$13.4K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…122$13.3K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$12.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.115$12.5K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC114$12.4K<0.01%+8413F-HRTimeline
Brooklyn FI, LLC113$12.1K<0.01%new13F-HRTimeline
Piscataqua Savings Bank110$12K0.01%013F-HRTimeline
Park Square Financial Group, LLC107$11.7K0.11%+1513F-HRTimeline
AlphaCore Capital LLC103$11.2K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…103$11.2K<0.01%013F-HRTimeline
Smithfield Trust Co100$11K<0.01%013F-HRTimeline
Burk Holdings LLC100$10.9K<0.01%+8013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…96$10.5K<0.01%+1313F-HRTimeline
American Capital Advisory, LLC96$10.5K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.93$10.1K<0.01%-9313F-HRTimeline
Darwin Wealth Management, LLC87$9.52K<0.01%+113F-HRTimeline
Granite Investment Partners, LLC85$9.27K<0.01%013F-HRTimeline
JCIC Asset Management Inc.85$9.27K<0.01%013F-HRTimeline
Strive Financial Group ,LLC82$8.94K<0.01%-5413F-HR/ATimeline
Physician Wealth Advisors, Inc.82$8.89K<0.01%+113F-HRTimeline
PITTENGER & ANDERSON INC78$8.51K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC75$8.18K<0.01%013F-HRTimeline
Markowski Investments75$8.18K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust74$8.07K<0.01%new13F-HRTimeline
Financial Perspectives, Inc71$7.76K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.53K<0.01%013F-HRTimeline
Bank & Trust Co65$7.09K<0.01%013F-HRTimeline
Realta Investment Advisors59$6.41K<0.01%013F-HRTimeline
Atomic Invest LLC58$6.39K<0.01%-1613F-HRTimeline
Wagner Wealth Management, LLC57$6.25K<0.01%013F-HRTimeline
NFSG Corp50$5.45K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.24K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.46$5.02K<0.01%013F-HRTimeline
CX Institutional49$5K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.45$4.94K<0.01%-1113F-HRTimeline
Quest 10 Wealth Builders, Inc.42$4.58K<0.01%-713F-HRTimeline
NWK Group, Inc.41$4.47K<0.01%013F-HRTimeline
Axiom Investment Management LLC40$4.36K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC39$4.26K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC37$4.02K<0.01%+113F-HRTimeline
Mosley Wealth Management35$3.85K<0.01%013F-HRTimeline
Collier Financial34$3.69K<0.01%+113F-HRTimeline
Global Trust Asset Management, LLC31$3.38K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.28$3.05K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC28$3.05K<0.01%013F-HRTimeline
SHP Wealth Management26$2.84K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL26$2.83K<0.01%013F-HRTimeline
Founders Capital Management24$2.61K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.23$2.51K<0.01%013F-HRTimeline
Noble Wealth Management PBC21$2.29K<0.01%013F-HRTimeline
TRUST CO OF VERMONT20$2.18K<0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST20$2.18K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HR/ATimeline
Catherine Avery Investment Management L…17$1.85K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…15$1.64K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC14$1.53K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.14$1.53K<0.01%new13F-HRTimeline
RED REEF ADVISORS LLC14$1.53K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13$1.42K<0.01%-26413F-HRTimeline
Private Wealth Asset Management, LLC13$1.42K<0.01%new13F-HRTimeline
Robinswood Financial LLC13$1.42K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC11$1.17K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC10$1.09K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$1K<0.01%-80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Networth Advisors, LLC9$982<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8$873<0.01%13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$546<0.01%+213F-HRTimeline
MTM Investment Management, LLC4$436<0.01%013F-HRTimeline
Dunhill Financial, LLC2$218<0.01%013F-HRTimeline
High Note Wealth, LLC0$54<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Clark Wealth Partners0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.