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Disclosery

LQD ISHARES TR

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SHS (fund)

1,073 managers (1,089 13F filers) reported a position in LQD shares at 2024-12-31, 238,279,145 shares in all. 79 filers opened a position and 107 filers sold out during the quarter.

Managers
1,073
13F filers
1,089
New
79
Added
373
Reduced
393
Sold out
107
Shares held by filers
238,279,145

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co19,120,368$2.04B38.48%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,954,490$1.81B0.17%-5,381,58013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.13,819,610$1.48B0.03%-1,140,21213F-HRTimelineGroup
Japan Science & Technology Agency13,806,450$1.48B25.26%013F-HRTimeline
Financial Engines Advisors L.L.C.10,734,195$1.15B2.41%+153,25613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,214,404$984M0.07%+25,36313F-HR/ATimelineGroup
Allianz SEgroup of 2 filers holding8,864,829$947M-12,250Timeline
Wealthfront Advisers LLC8,273,071$884M2.58%+2,019,17213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,999,515$641M0.15%+1,984,50813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,861,947$519M+677,891Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,520,836$483M0.12%-1,282,30413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,292,470$459M0.1%+450,40613F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA4,142,157$443M0.12%+3,680,00013F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…4,040,400$432M3.7%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,670,265$392M0.63%+911,84213F-HRTimelineGroup
Fisher Asset Management, LLC3,504,232$374M0.15%-569,88313F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding3,376,738$361M+2,542,438Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,294,143$352M0.05%-328,92713F-HRTimelineGroup
LPL Financial LLC3,102,280$331M0.13%+503,08813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,985,560$319M0.44%+123,94713F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,947,250$314M+62,770Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,731,413$292M0.27%+2,156,93113F-HRTimelineGroup
Empower Annuity Insurance Co2,456,850$262M100%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM2,172,400$232M1.21%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,169,524$232M0.63%-677,46513F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…2,000,000$214M1.29%+1,200,00013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,965,000$210M3.01%-215,00013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,718,801$184M+1,047,927Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,669,795$179M0.17%-275,23513F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,665,560$178M1.16%+219,70813F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,578,140$169M1.81%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,508,436$161M0.03%+417,38613F-HRTimelineGroup
Money Design Co.,Ltd.1,470,231$157M8.08%+60,16313F-HRTimeline
NYL Investors LLC1,437,526$154M13.89%-7,479,17713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,302,996$139M0.09%-112,53013F-HRTimelineGroup
FMR LLCin group FMR LLC1,133,754$121M0.01%-20,63013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,124,496$120M0.06%-126,48913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,048,926$112M0.17%+983,26613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,047,250$112M0.12%-78,14313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,017,018$109M0.55%+806,08313F-HRTimelineGroup
Bridgewater Associates, LP994,200$106M0.49%+11,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO974,547$104M0.01%-795,68613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC933,726$99.8M0.04%13F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding873,567$93.3M+49,539Timeline
MML INVESTORS SERVICES, LLC821,457$87.8M0.3%+1,96313F-HRTimeline
PANAGORA ASSET MANAGEMENT INC784,849$83.9M0.39%-375,00013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP780,749$83.4M0.1%+172,54913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…768,981$82.3M0.33%-163,98213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\758,200$81M0.03%-162,00013F-HR/ATimelineGroup
Valmark Advisers, Inc.742,099$79.3M1.23%+36,61613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …703,645$75.2M0.12%+114,46413F-HRTimelineGroup
COUNTRY TRUST BANK682,866$73M1.82%013F-HRTimeline
Cetera Investment Advisers681,322$72.8M0.15%+81,19913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC624,442$66.7M0.04%+174,43313F-HRTimelineGroup
iA Global Asset Management Inc.611,200$65.3M1.15%+120,00013F-HRTimeline
GDS Wealth Management596,325$63.7M5.8%+54,91713F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC570,000$60.9M1.06%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC554,397$59.2M0.05%-61,96713F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding550,000$58.8M+362,326Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…510,991$54.6M0.22%-250,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.516,440$52.6M0.12%-36,97613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding486,206$51.9M+40,478Timeline
CITIGROUP INCin group CITIGROUP INC475,795$50.8M0.05%+139,12213F-HRTimelineGroup
Creative Planningin group Creative Planning468,623$50.1M0.05%+30,13613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding460,014$49.1M+86,565Timeline
Centiva Capital, LP444,796$47.5M1.8%new13F-HRTimeline
Atria Investments, Inc438,287$46.8M0.58%-8,57913F-HRTimeline
TruWealth Advisors, LLC432,388$46.2M2.79%-296,44113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…400,506$42.8M8.38%+17,28113F-HRTimelineGroup
USA FINANCIAL FORMULAS397,597$42.5M6.67%-2,18413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS386,236$41.3M0.03%-92,22513F-HRTimelineGroup
CTC Alternative Strategies, Ltd.386,000$41.2M53.45%+56,71013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC357,884$38.2M0.39%+68,34313F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…350,825$37.5M0.08%-1,050,00013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding343,409$36.7M+331,310Timeline
SimpliFi, Inc.343,149$36.7M16.77%+5,91713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC337,032$36M0.31%+8,80913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC335,330$35.8M0.05%+59,78013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS330,047$35.3M1.33%+29,43613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC328,020$35M1.41%+5,74213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP316,270$33.8M0.05%+9,82013F-HRTimelineGroup
Passaic Partners LLC310,226$33.1M4.82%+178,79013F-HRTimeline
Sigma Planning Corp306,697$32.8M1.03%-10,36813F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding301,383$32.2M+91,181Timeline
US BANCORP \DE\in group US BANCORP \DE\288,099$30.8M0.04%+181,48813F-HRTimelineGroup
HighTower Advisors, LLC287,811$30.7M0.04%-38,64813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …284,419$30.4M0.52%+1,81513F-HRTimelineGroup
Insight Wealth Strategies, LLC263,381$28.1M3.77%+4413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson262,701$28.1M0.01%+198,01613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT255,019$27.2M0.8%+5,47613F-HRTimeline
Petrus Trust Company, LTA252,374$27M2.61%013F-HRTimeline
Spahn Wealth & Retirement LLC250,347$26.7M17.54%13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management250,000$26.7M0.06%-86013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…249,592$26.7M0.1%-9,42913F-HRTimelineGroup
Constellation Investments, Inc.249,317$26.6M1.21%13F-HRTimeline
Arax Advisory Partners244,986$26.2M1.65%+9,90013F-HRTimeline
HRT FINANCIAL LP243,443$26M0.13%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.236,507$25.5M0.27%+32,13813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…234,999$25.1M0.05%+16,65413F-HR/ATimeline
Joule Financial, LLC229,532$24.5M8.67%+16,37413F-HRTimeline
Qube Research & Technologies Ltd228,908$24.5M0.04%+190,86613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp226,533$24.2M<0.01%-709,22913F-HRTimelineGroup
Quantitative Strategies, Inc.225,032$24M12.86%+5,62613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC224,359$24M<0.01%-557,29913F-HRTimelineGroup
Westshore Wealth, LLC219,508$23.5M9.5%+5,19813F-HRTimeline
CONNING INC.in group CONNING INC.217,697$23.3M0.81%013F-HRTimelineGroup
Wealthstar Advisors, LLC217,654$23.3M10.1%13F-HRTimeline
Wela Strategies, Inc.215,283$23M9.91%+8,34513F-HRTimeline
MACKENZIE FINANCIAL CORP214,700$22.9M0.03%-5,30013F-HR/ATimeline
Kingsview Wealth Management, LLC211,191$22.6M0.44%+97,22713F-HRTimeline
Regal Investment Advisors LLC206,272$22M1.66%+10,22113F-HRTimeline
SCOTIA CAPITAL INC.203,070$21.7M0.11%+8,11313F-HRTimeline
Iron Horse Wealth Management, LLC202,846$21.7M7.27%+8,55013F-HRTimeline
Cambridge Investment Research Advisors,…201,173$21.5M0.07%+50,18513F-HRTimeline
Alley Investment Management Company, LLC198,493$21.2M2.68%+1,50513F-HRTimeline
Aspect Partners, LLC193,776$20.7M11.96%+193,19713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.190,136$20.2M0.04%-11,51713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.187,688$20.1M0.19%+9,69613F-HRTimelineGroup
Atria Wealth Solutions, Inc.187,591$20M0.22%-64,74213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC184,724$19.7M0.55%+8,79013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP184,411$19.7M1.38%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.183,154$19.6M1.24%-16,80913F-HRTimelineGroup
DDFG, Inc181,678$19.4M5.6%-5,07113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding179,391$19.2M+13,195Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.173,318$18.5M0.07%-17613F-HRTimelineGroup
Alpha Cubed Investments, LLC172,370$18.4M0.84%-41,89813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP166,965$17.8M0.53%+91,96513F-HRTimelineGroup
IHT Wealth Management, LLC163,056$17.4M0.56%-150,19313F-HRTimeline
Leo Wealth, LLC162,097$17.3M1.55%-4,79113F-HRTimeline
Strategic Wealth Partners, Ltd.157,356$16.9M1.4%+44413F-HRTimeline
Willis Johnson & Associates, Inc.155,835$16.6M1.28%-141,30113F-HRTimeline
Betterment LLC154,954$16.6M0.04%+25,27113F-HRTimeline
Mechanics Bank Trust Department153,251$16.4M2.18%-1,09213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC153,057$16.4M1.22%+9,93413F-HRTimeline
Sanctuary Advisors, LLC151,120$16.3M0.1%+10,45313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD150,579$16.1M0.02%+2,76113F-HRTimelineGroup
Vision Capital Management, Inc.147,196$15.7M2.31%+7,31213F-HRTimeline
Canal Capital Management, LLC145,178$15.5M2.51%-8,68613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/144,726$15.5M0.01%-28,42513F-HRTimelineGroup
Clark Capital Management Group, Inc.142,575$15.2M0.11%new13F-HRTimeline
One Capital Management, LLC141,283$15.1M0.5%-9,50713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…141,206$15.1M0.03%-9,67813F-HRTimelineGroup
Cresta Advisors, Ltd.132,211$14.9M7.81%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT138,647$14.8M0.14%-19,95213F-HRTimeline
Lifeworks Advisors, LLC137,908$14.7M2.66%+9,95213F-HRTimeline
Towercrest Capital Management137,122$14.7M2.37%+26,37213F-HRTimeline
5th Street Advisors, LLC137,016$14.6M7.61%-5,22613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP136,968$14.6M<0.01%+28,32613F-HRTimelineGroup
Strategic Investment Advisors / MI136,067$14.5M1.54%+2,00013F-HRTimeline
MAI Capital Management135,552$14.5M0.11%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.135,466$14.5M0.03%+19,88213F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P133,792$14.3M0.02%+83,84313F-HRTimelineGroup
Greystone Financial Group, LLC132,075$14.1M2.45%+2,45513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC130,810$14M0.12%-1,98313F-HRTimelineGroup
Providence First Trust Co129,725$13.9M5.21%+40,35513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC128,979$13.8M4.46%-72313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.126,850$13.6M0.16%+18,57013F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.126,800$13.5M0.07%013F-HRTimelineGroup
Hudson Capital Management LLC126,215$13.5M4.19%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…125,134$13.4M0.13%+61,33313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,656$13.1M0.03%+28,29713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc120,963$12.9M<0.01%-665,68513F-HRTimelineGroup
1607 Capital Partners, LLC120,350$12.9M1.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …118,397$12.6M0.19%+3,65113F-HRTimelineGroup
CHB Investment Group, LLC117,153$12.5M6.8%+4,43613F-HRTimeline
Prime Capital Investment Advisors, LLC117,056$12.5M0.18%-5,54513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.116,794$12.5M0.06%+1,40413F-HRTimelineGroup
Insight Wealth Partners, LLC112,895$12.1M7.64%+6,32813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…111,949$12M0.68%-5,25613F-HRTimeline
Man Group plcin group Man Group plc111,093$11.9M0.04%-1,067,70213F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC110,627$11.8M0.28%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC108,472$11.6M0.01%-290,74113F-HRTimelineGroup
HMS Capital Management, LLC108,262$11.6M5.59%+7,76513F-HRTimeline
Lakeridge Wealth Management LLC106,612$11.4M5.89%+7,07313F-HRTimeline
Graham Capital Management, L.P.104,900$11.2M0.35%-22,80013F-HRTimeline
AAFMAA Wealth Management & Trust LLC104,343$11.1M4.89%+6,70413F-HRTimeline
IFG Advisory, LLC103,893$11.1M0.63%+6,78613F-HRTimeline
SYNOVUS FINANCIAL CORP103,820$11.1M0.14%+10,17713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC103,223$11M0.79%-20,37613F-HRTimeline
MUFG SECURITIES AMERICAS INC.100,000$10.7M1.35%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100,000$10.7M0.02%013F-HR/ATimelineGroup
BlueCrest Capital Management Ltd100,000$10.7M0.61%-150,00013F-HRTimeline
TD Waterhouse Canada Inc.98,606$10.5M0.08%+6,59713F-HRTimeline
LPWM LLC97,481$10.4M3.35%+85,51113F-HRTimeline
Topel & Distasi Wealth Management, LLC97,478$10.4M4.46%+2,99813F-HRTimeline
Trajan Wealth LLC96,518$10.3M0.57%+2,30013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …93,568$10.2M1.33%-49,61513F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co95,196$10.2M2.53%013F-HRTimelineGroup
JONES ROAD CAPITAL MANAGEMENT, L.P.95,173$10.2M7.02%013F-HRTimeline
Twele Capital Management, Inc.94,864$10.1M2.15%+6,83513F-HRTimeline
Gotham Asset Management, LLC93,930$10M0.1%-93013F-HRTimeline
Independent Advisor Alliance93,792$10M0.13%new13F-HRTimeline
Winthrop Capital Management, LLC93,419$10M2.66%new13F-HRTimeline
WESBANCO BANK INC91,552$9.78M0.33%-1,91513F-HRTimeline
Net Worth Advisory Group91,169$9.74M2.96%-94913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,475$9.67M0.03%+16,63213F-HRTimeline
Curran Financial Partners, LLC89,856$9.6M2.52%+27,22313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp88,852$9.49M0.03%-37,76213F-HRTimelineGroup
MTC Wealth Management LLC88,129$9.42M4.53%-84013F-HRTimeline
Financiere des Professionnels - Fonds d…87,700$9.37M0.65%-31,30013F-HRTimeline