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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
Cornerstone Planning Group LLC51$5.65K<0.01%-20913F-HRTimeline
Quest 10 Wealth Builders, Inc.51$5.59K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.26K<0.01%013F-HRTimeline
SYM FINANCIAL Corp45$4.93K<0.01%-11,29113F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…45$4.93K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC44$4.82K<0.01%-1713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.41$4.49K0.01%13F-HRTimeline
Holos Integrated Wealth LLC38$4.16K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC35$3.87K<0.01%013F-HRTimeline
NFSG Corp26$2.85K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.25$2.74K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.25$2.74K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC25$2.74K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$2.72K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.52K<0.01%013F-HRTimeline
Founders Capital Management23$2.5K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.22$2.41K<0.01%+513F-HR/ATimelineGroup
FIRST UNITED BANK & TRUST20$2.19K<0.01%013F-HRTimeline
FSA Wealth Management LLC20$2.19K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC18$1.98K<0.01%new13F-HR/ATimeline
Legacy Investment Solutions, LLC18$1.97K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$1.97K<0.01%-1,14313F-HRTimelineGroup
MGB Wealth Management, LLC18$1.93K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC17$1.88K0.02%-1313F-HRTimeline
Parkside Financial Bank & Trust17$1.86K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…17$1.86K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC14$1.53K<0.01%-1813F-HRTimeline
Quaker Wealth Management, LLC14$1.53K<0.01%new13F-HRTimeline
Robinswood Financial LLC13$1.42K<0.01%013F-HRTimeline
CX Institutional6$1K<0.01%013F-HR/ATimeline
Asset Dedication, LLC9$987<0.01%new13F-HRTimeline
Creekmur Asset Management LLC7$767<0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.4$438<0.01%new13F-HRTimeline
MTM Investment Management, LLC4$438<0.01%013F-HRTimeline
Strategic Wealth Investment Group, LLC2$219<0.01%new13F-HRTimeline
High Note Wealth, LLC0$53<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Northwest Capital Management Inc0$47<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Stone House Investment Management, LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Silicon Valley Capital Partners0$17<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bradley & Co. Private Wealth Management…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.