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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
Wellington Grp LLC448$49.4K0.02%13F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV438$48.3K0.02%+413F-HRTimeline
Tidemark, LLC421$46.4K0.01%013F-HRTimeline
Mascoma Wealth Management LLC420$46.3K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.397$43.7K0.03%013F-HRTimeline
Canton Hathaway, LLC375$41.3K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC373$41.1K0.02%new13F-HRTimeline
Evolution Advisers, Inc.374$41K0.02%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC366$40.4K0.03%13F-HRTimeline
Costello Asset Management, INC365$40.3K0.01%+313F-HRTimeline
Avion Wealth354$39K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB350$38.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…336$37K0.02%+21413F-HRTimeline
Medallion Wealth Advisors, LLC328$36.2K0.01%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC314$34.6K<0.01%+513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.300$33.1K<0.01%new13F-HRTimelineGroup
Jessup Wealth Management, Inc300$33.1K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…291$32.1K0.02%13F-HRTimeline
NorthAvenue LLC285$31.4K0.03%13F-HRTimeline
OAKWORTH CAPITAL, INC.278$30.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co277$30.5K<0.01%013F-HRTimeline
Sachetta, LLC271$29.9K0.02%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC271$29.9K<0.01%013F-HRTimeline
Friedenthal Financial271$29.9K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp271$29.9K<0.01%-1613F-HRTimelineGroup
ORG Partners LLC271$29.9K0.01%-613F-HRTimeline
Rossby Financial, LCC269$29.6K0.01%+2513F-HRTimeline
Pacific Center for Financial Services265$29.5K0.01%013F-HRTimeline
Global Trust Asset Management, LLC268$29.5K0.01%-17213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$27.5K<0.01%013F-HRTimeline
Bangor Savings Bank248$27.3K<0.01%+3113F-HRTimeline
TD Capital Management LLC240$26.4K<0.01%013F-HRTimeline
Biltmore Family Office, LLC240$26.4K<0.01%013F-HRTimeline
FIRST HORIZON CORP232$25.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC231$25.4K<0.01%+113F-HRTimeline
AlphaCore Capital LLC230$25.3K<0.01%+313F-HRTimeline
Rossmore Private Capital227$25K<0.01%013F-HRTimeline
Anchor Investment Management, LLC213$23.5K<0.01%-4013F-HRTimeline
Parkside Financial Bank & Trust210$23.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.208$23K0.01%+1313F-HRTimeline
Nalls Sherbakoff Group, LLC200$22K0.02%013F-HRTimeline
Citizens National Bank Trust Department200$22K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$22K<0.01%013F-HRTimeline
2UniFi Bank200$22K0.01%013F-HRTimeline
Basepoint Wealth LLC199$22K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC198$21.8K<0.01%013F-HRTimeline
Nemes Rush Group LLC192$21.2K<0.01%013F-HRTimeline
Park Square Financial Group, LLC198$21.2K0.13%-2513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC184$20.3K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.183$20.2K<0.01%+7113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC182$20.1K0.01%new13F-HRTimeline
Hurley Capital, LLC175$19.3K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…172$19K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC170$18.7K<0.01%new13F-HRTimeline
Pflug Koory, LLC164$18.1K0.01%013F-HRTimeline
Investors Research Corp163$18K<0.01%-7513F-HRTimeline
Winch Advisory Services, LLC157$17.3K<0.01%+213F-HRTimeline
Kennebec Savings Bank156$17.2K0.01%013F-HRTimeline
Topsail Wealth Management, LLC156$17.2K<0.01%new13F-HRTimeline
Hilltop National Bank154$17K<0.01%-4613F-HRTimeline
Clarity Asset Management, Inc.149$16.5K0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC148$16.3K<0.01%-1,17013F-HRTimeline
one8zero8, LLC147$16.2K<0.01%new13F-HRTimeline
EPG Wealth Management LLC145$16K<0.01%-4613F-HRTimeline
Dogwood Wealth Management LLC145$16K0.01%+7913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners143$15.8K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.118$13K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.119$13K<0.01%+11513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMA CAPITAL LLC116$12.8K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.115$12.7K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…114$12.6K<0.01%+10713F-HRTimelineGroup
Piscataqua Savings Bank110$12.1K0.01%013F-HRTimeline
Crewe Advisors LLC104$11.5K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…103$11.3K<0.01%013F-HRTimeline
Smithfield Trust Co100$11K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$10.1K<0.01%013F-HRTimeline
MidFirst Bank91$10K<0.01%13F-HRTimeline
TRUST CO OF VERMONT88$9.7K<0.01%-22513F-HRTimeline
JCIC Asset Management Inc.85$9.37K<0.01%013F-HRTimeline
Granite Investment Partners, LLC85$9.37K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC84$9.36K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC75$8.26K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…73$8.04K<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.6K<0.01%013F-HRTimeline
Pandora Wealth, Inc.66$7.27K<0.01%013F-HRTimeline
CURIO WEALTH, LLC65$7.19K<0.01%new13F-HRTimeline
Bank & Trust Co65$7.16K0.01%013F-HRTimeline
Luminist Capital LLC60$6.56K0.01%+413F-HRTimeline
Realta Investment Advisors59$6.48K<0.01%-1813F-HRTimeline
Birchwood Financial Partners, Inc.58$6.39K0.01%13F-HRTimeline
Wagner Wealth Management, LLC56$6.2K<0.01%new13F-HRTimeline
Noble Wealth Management PBC56$6.17K<0.01%+4513F-HRTimeline
FAS Wealth Partners, Inc.55$6.09K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates52$5.73K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.50$5.51K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.49$5.4K<0.01%-213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.29K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…47$5.18K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.46$5.07K<0.01%-30013F-HRTimeline
CX Institutional48$5K<0.01%-57413F-HRTimeline
NWK Group, Inc.41$4.52K<0.01%-26613F-HRTimeline
CBIZ Investment Advisory Services, LLC39$4.28K<0.01%-8,36313F-HRTimeline
Atomic Invest LLC38$4.19K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC38$4.19K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.38$4.19K<0.01%+3713F-HRTimelineGroup
Atlantic Private Wealth, LLC36$3.99K<0.01%013F-HRTimeline
LM Advisors LLC438$3.98K0.08%-2,85613F-HRTimeline
Parvin Asset Management, LLC34$3.75K<0.01%new13F-HRTimeline
Collier Financial33$3.66K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP28$3.08K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.28$3.08K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC28$3.08K<0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC27$2.98K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC26$2.87K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL26$2.81K<0.01%+113F-HRTimeline
Innovative Advisory Group, LLC25$2.75K<0.01%013F-HRTimeline
Founders Capital Management23$2.58K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.53K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22$2.42K<0.01%+413F-HRTimelineGroup
FIRST UNITED BANK & TRUST20$2.2K<0.01%013F-HRTimeline
NFSG Corp20$2.2K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…17$1.87K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…15$1.65K<0.01%-64013F-HRTimelineGroup
Inlight Wealth Management, LLC14$1.54K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC14$1.54K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13$1.43K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC13$1.43K<0.01%013F-HRTimeline
Asset Dedication, LLC9$992<0.01%013F-HRTimeline
Networth Advisors, LLC9$992<0.01%13F-HRTimeline
Key Capital Management, INC5$551<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC5$551<0.01%13F-HRTimeline
MTM Investment Management, LLC4$441<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$331<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA84$93<0.01%new13F-HRTimeline
High Note Wealth, LLC0$54<0.01%013F-HRTimelineAmount 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.