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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
Biltmore Family Office, LLC190$20.7K<0.01%-5013F-HRTimeline
FIRST COMMUNITY TRUST NA188$20.5K0.02%+10413F-HRTimeline
PINNEY & SCOFIELD, INC.186$20.3K0.01%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$18.7K0.02%013F-HRTimeline
Pflug Koory, LLC164$17.9K0.01%013F-HRTimeline
Investors Research Corp163$17.8K<0.01%013F-HRTimeline
Winch Advisory Services, LLC158$17.2K<0.01%+113F-HRTimeline
Kennebec Savings Bank156$17K0.02%013F-HRTimeline
Clarity Asset Management, Inc.150$16.4K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC148$16K<0.01%013F-HRTimeline
EPG Wealth Management LLC145$15.8K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…145$15.8K0.01%-14613F-HRTimeline
United Community Bankin group United Community Bank141$15.4K0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC136$15K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.129$14.1K<0.01%-5413F-HRTimeline
one8zero8, LLC129$14.1K<0.01%-1813F-HRTimeline
Cherry Tree Wealth Management, LLC123$13.4K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…122$13.3K0.01%-21413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$12.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.115$12.5K0.01%013F-HRTimeline
Piscataqua Savings Bank110$12K0.01%013F-HRTimeline
Crewe Advisors LLC104$11.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC103$11.2K<0.01%-12713F-HRTimeline
Measured Wealth Private Client Group, L…103$11.2K<0.01%013F-HRTimeline
Smithfield Trust Co100$11K<0.01%013F-HRTimeline
Marin Bay Wealth Advisors, LLC10,934$10.9K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$10K<0.01%013F-HRTimeline
Park Square Financial Group, LLC92$10K0.08%-10613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.91$9.92K<0.01%+5313F-HRTimelineGroup
Napier Financial, LLC91$9.92K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC86$9.41K<0.01%+213F-HRTimeline
JCIC Asset Management Inc.85$9.27K<0.01%013F-HRTimeline
Granite Investment Partners, LLC85$9.26K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…83$9.05K<0.01%+3613F-HRTimeline
Physician Wealth Advisors, Inc.81$8.78K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC75$8.17K<0.01%013F-HRTimeline
Atomic Invest LLC74$8.01K<0.01%+3613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.52K<0.01%013F-HRTimeline
Bank & Trust Co65$7.08K<0.01%013F-HRTimeline
Realta Investment Advisors59$6.41K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC57$6.17K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.56$6.07K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC52$5.67K<0.01%new13F-HRTimeline
NFSG Corp50$5.45K<0.01%+3013F-HRTimeline
Quest 10 Wealth Builders, Inc.49$5.34K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.23K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.46$5.01K<0.01%013F-HRTimeline
CX Institutional48$5K<0.01%013F-HRTimeline
NWK Group, Inc.41$4.47K<0.01%013F-HRTimeline
Axiom Investment Management LLC40$4.36K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC40$4.36K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC39$4.26K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates37$4.03K<0.01%-1513F-HRTimeline
LM Advisors LLC434$3.98K0.07%-413F-HRTimeline
Atlantic Private Wealth, LLC36$3.97K<0.01%013F-HRTimeline
Mosley Wealth Management35$3.9K<0.01%new13F-HRTimeline
Collier Financial33$3.64K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC31$3.38K<0.01%-23713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC30$3.27K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.28$3.05K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC28$3.05K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL26$2.8K<0.01%013F-HRTimeline
Founders Capital Management24$2.58K<0.01%+113F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.51K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.23$2.51K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22$2.4K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…21$2.29K<0.01%new13F-HRTimeline
Noble Wealth Management PBC21$2.29K<0.01%-3513F-HRTimeline
FIRST UNITED BANK & TRUST20$2.18K<0.01%013F-HRTimeline
Burk Holdings LLC20$2.18K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…18$1.96K<0.01%-5513F-HRTimeline
Tradewinds Capital Management, LLC16$1.74K<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
Robinswood Financial LLC13$1.42K<0.01%013F-HR/ATimeline
Abound Wealth Management10$1.09K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC10$1.09K<0.01%-14613F-HRTimeline
Networth Advisors, LLC9$981<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8$872<0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5$545<0.01%-32,86213F-HRTimelineGroup
Hilton Head Capital Partners, LLC5$545<0.01%013F-HRTimeline
MTM Investment Management, LLC4$436<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$327<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3$327<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC2$218<0.01%new13F-HRTimeline
Dunhill Financial, LLC2$217<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC1$109<0.01%new13F-HRTimeline
High Note Wealth, LLC0$53<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Silver Grove Financial Group, Inc.0$14<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Clark Wealth Partners0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1$00%-6,53713F-HRTimelineGroupValue filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…32,574,425$14.4M+32,286,04313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.