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Disclosery

LQD ISHARES TR

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SHS (fund)

1,029 managers (1,044 13F filers) reported a position in LQD shares at 2025-03-31, 257,069,597 shares in all. 69 filers opened a position and 106 filers sold out during the quarter.

Managers
1,029
13F filers
1,044
New
69
Added
383
Reduced
396
Sold out
106
Shares held by filers
257,069,597

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co19,120,368$2.08B41.5%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,473,457$2.01B0.18%+1,518,96713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,684,535$1.6B0.03%+864,92513F-HRTimelineGroup
Japan Science & Technology Agency13,806,450$1.5B23.08%013F-HRTimeline
Financial Engines Advisors L.L.C.10,673,053$1.16B2.49%-61,14213F-HRTimeline
Wealthfront Advisers LLC9,739,318$1.06B2.84%+1,466,24713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,596,229$1.04B0.07%+381,82513F-HRTimelineGroup
Allianz SEgroup of 2 filers holding8,819,829$938M-45,000Timeline
NYL Investors LLC7,794,361$847M54.34%+6,356,83513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,765,613$844M0.16%+7,541,25413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,859,875$745M0.2%+2,339,03913F-HRTimelineGroup
Nuveen, LLCin group TIAA6,472,157$703M0.21%13F-HRTimelineGroup
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC6,042,278$657M24.97%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,995,465$543M+133,518Timeline
UBS Group AGin group UBS Group AG4,592,413$499M0.11%+299,94313F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding4,231,965$460M+855,227Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,195,563$456M0.11%-1,803,95213F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…4,040,400$439M3.94%013F-HRTimelineGroup
LPL Financial LLC3,414,796$371M0.14%+312,51613F-HRTimeline
FMR LLCin group FMR LLC3,408,821$371M0.02%+2,275,06713F-HRTimelineGroup
Fisher Asset Management, LLC3,264,251$355M0.15%-239,98113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,117,878$339M0.05%-176,26513F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,939,240$319M-8,010Timeline
Empower Annuity Insurance Co2,456,850$267M100%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM2,172,400$236M1.36%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,040,030$222M0.61%-129,49413F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,965,000$214M3%013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,689,304$183M0.19%+19,50913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,682,957$183M0.26%-1,302,60313F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,578,140$172M1.98%013F-HR/ATimelineGroup
Members Trust Co1,546,708$168M5.86%+231,00513F-HRTimeline
Money Design Co.,Ltd.1,469,401$160M7.96%-83013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,468,454$160M0.04%-39,98213F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,381,100$150M0.18%+1,366,65813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,290,878$140M0.03%+1,064,34513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,245,745$135M0.07%-57,25113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,074,544$117M0.12%+27,29413F-HRTimelineGroup
Bridgewater Associates, LP1,024,100$111M0.52%+29,90013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,013,521$110M0.45%+244,54013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,012,801$110M0.01%+38,25413F-HRTimelineGroup
APG Asset Management US Inc.in group APG Asset Management N.V.1,005,000$109M0.84%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC976,933$106M0.04%+43,20713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC965,118$105M0.05%-159,37813F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…953,260$104M0.56%+915,76013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding884,772$96M+11,205Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC877,800$95.4M0.17%-2,792,46513F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC844,529$91.8M0.31%+23,07213F-HRTimeline
Cetera Investment Advisers828,499$90M0.17%+147,17713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …797,588$86.7M0.15%+93,94313F-HRTimelineGroup
Valmark Advisers, Inc.787,400$85.6M1.29%+45,30113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP772,600$84M0.11%-8,14913F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding750,243$81.5M-968,558Timeline
Man Group plcin group Man Group plc737,309$80.1M0.24%+626,21613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC677,484$73.6M0.06%+123,08713F-HRTimelineGroup
iA Global Asset Management Inc.661,200$71.9M1.24%+50,00013F-HRTimeline
COUNTRY TRUST BANK660,323$71.8M1.81%-22,54313F-HR/ATimeline
GDS Wealth Management658,274$71.5M6.1%+61,94913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC611,786$66.5M0.05%+135,99113F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC583,692$63.4M0.32%-433,32613F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…510,991$55.5M0.25%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP481,300$52.3M2.63%new13F-HRTimeline
Creative Planningin group Creative Planning470,449$51.1M0.05%+1,82613F-HRTimelineGroup
TruWealth Advisors, LLC445,208$48.4M2.92%+12,82013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC439,849$47.8M0.24%-345,00013F-HRTimeline
Atria Investments, Inc437,560$47.6M0.61%-72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.434,506$47.3M0.11%-81,93413F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…421,576$45.8M1.51%+21,07013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding420,430$45.7M-65,776Timeline
Walleye Capital LLCin group Walleye Capital LLC400,000$43.5M0.48%-150,00013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson386,068$41.9M0.02%+123,36713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP365,984$39.8M0.06%+49,71413F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…350,825$38.1M0.08%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding348,805$37.9M+5,396Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC334,258$36.3M0.29%-2,77413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS332,485$36.1M0.03%-53,75113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC319,799$34.8M0.05%-15,53113F-HRTimeline
Sigma Planning Corp317,716$34.5M1.1%+11,01913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…317,050$34.5M0.45%new13F-HRTimelineGroup
HighTower Advisors, LLC308,779$33.6M0.05%+20,96813F-HRTimeline
USA FINANCIAL FORMULAS308,139$33.5M5.53%-89,45813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK300,000$32.6M0.08%+200,00013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC296,840$32.2M0.02%-327,60213F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.group of 2 filers holding290,124$31.5M-11,259Timeline
TD Asset Management Inc284,823$31M0.03%+245,02813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT266,527$29M0.87%+11,50813F-HRTimeline
Arax Advisory Partners263,987$28.7M1.84%+19,00113F-HRTimeline
DDFG, Inc260,318$28.3M7.84%+78,64013F-HRTimeline
Petrus Trust Company, LTA252,374$27.4M2.56%013F-HRTimeline
Spahn Wealth & Retirement LLC249,974$27.2M19.94%-37313F-HRTimeline
Constellation Investments, Inc.249,317$27.1M1.29%013F-HRTimeline
Cheviot Value Management, LLC243,593$26M3.2%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…238,919$26M0.1%-10,67313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…238,234$25.9M0.05%+3,23513F-HRTimeline
Joule Financial, LLC237,617$25.8M9.06%+8,08513F-HRTimeline
Westshore Wealth, LLC234,535$25.5M10.78%+15,02713F-HRTimeline
BNP PARIBASin group BNP PARIBAS229,818$25M1.04%-1,435,74213F-HRTimelineGroup
Kingsview Wealth Management, LLC229,376$24.9M0.47%+18,18513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.226,208$24.6M0.25%-10,29913F-HRTimeline
Wela Strategies, Inc.219,642$23.9M10.08%+4,35913F-HRTimeline
CONNING INC.in group CONNING INC.217,697$23.7M0.83%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.224,639$23.7M0.05%+34,50313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.213,977$23.3M0.22%+26,28913F-HRTimelineGroup
MACKENZIE FINANCIAL CORP213,100$23.2M0.03%-1,60013F-HRTimeline
Regal Investment Advisors LLC206,168$22.4M1.81%-10413F-HRTimeline
Alley Investment Management Company, LLC204,320$22.2M2.79%+5,82713F-HRTimeline
SCOTIA CAPITAL INC.204,121$22.2M0.12%+1,05113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding201,879$21.9M-258,135Timeline
Cambridge Investment Research Advisors,…200,353$21.8M0.07%-82013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC197,568$21.5M0.59%+12,84413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd193,276$21M1.84%+172,49513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.187,124$20.3M1.28%+3,97013F-HRTimelineGroup
IHT Wealth Management, LLC186,771$20.3M0.63%+23,71513F-HRTimeline
PAYDEN & RYGEL185,127$20.1M1.73%+125,62513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,814$19.5M0.04%+44,34813F-HRTimelineGroup
Alpha Cubed Investments, LLC178,191$19.4M0.86%+5,82113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.175,084$19M0.08%+1,76613F-HRTimelineGroup
Strong Tower Advisory Services176,448$18.8M4.63%+118,12113F-HRTimeline
Canal Capital Management, LLC173,026$18.8M3.15%+27,84813F-HRTimeline
Summit Financial Consulting LLC169,110$18.4M17.05%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding168,452$18.3M-10,939Timeline
Lifeworks Advisors, LLC167,921$18.3M3.03%+30,01313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP166,965$18.1M0.53%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,005$18M0.04%+43,34913F-HRTimelineGroup
Betterment LLC163,182$17.7M0.04%+8,22813F-HRTimeline
Willis Johnson & Associates, Inc.160,803$17.5M1.32%+4,96813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/159,729$17.4M0.01%+15,00313F-HRTimelineGroup
Vision Capital Management, Inc.157,950$17.2M2.47%+10,75413F-HRTimeline
Mechanics Bank Trust Department154,275$16.8M2.29%+1,02413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT153,595$16.7M0.16%+14,94813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP153,570$16.7M0.03%+76,96313F-HRTimelineGroup
Sanctuary Advisors, LLC151,834$16.5M0.12%+71413F-HRTimeline
Clark Capital Management Group, Inc.149,513$16.3M0.12%+6,93813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC149,048$16.2M1.26%-4,00913F-HRTimeline
Curran Financial Partners, LLC145,595$15.8M3.88%+55,73913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD144,902$15.7M0.02%-5,67713F-HR/ATimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …141,699$15.4M0.27%-142,72013F-HRTimelineGroup
MAI Capital Management140,492$15.3M0.12%+4,94013F-HRTimeline
Strategic Investment Advisors / MI140,061$15.2M1.61%+3,99413F-HRTimeline
Passaic Partners LLC134,275$14.6M2.21%-175,95113F-HRTimeline
Iron Horse Wealth Management, LLC132,772$14.4M4.63%-70,07413F-HRTimeline
5th Street Advisors, LLC131,334$14.3M6.88%-5,68213F-HRTimeline
HMS Capital Management, LLC133,157$14.2M7.88%+24,89513F-HRTimeline
Towercrest Capital Management130,026$14.1M2.69%-7,09613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC129,604$14.1M4.55%+62513F-HRTimeline
Hudson Capital Management LLC129,406$14.1M4.29%+3,19113F-HRTimeline
Atria Wealth Solutions, Inc.128,812$14M0.17%-58,77913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …127,948$13.9M0.21%+9,55113F-HRTimelineGroup
1607 Capital Partners, LLC127,800$13.9M1.12%+7,45013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.126,800$13.8M0.08%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…125,313$13.6M0.03%-15,89313F-HR/ATimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.125,000$13.6M11.36%13F-HRTimelineGroup
Providence First Trust Co124,844$13.6M5.5%-4,88113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP124,465$13.5M<0.01%-12,50313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc123,216$13.4M<0.01%+2,25313F-HRTimelineGroup
Cresta Advisors, Ltd.122,548$13.3M6.9%-9,66313F-HRTimeline
Insight Wealth Partners, LLC121,581$13.2M7.95%+8,68613F-HRTimeline
Asset Management One Co., Ltd.121,080$13.2M0.05%+44,85013F-HRTimeline
TOWNSQUARE CAPITAL LLC119,412$13M0.14%+57,23513F-HRTimeline
CHB Investment Group, LLC118,309$12.9M6.84%+1,15613F-HRTimeline
MTC Wealth Management LLC118,135$12.8M6.31%+30,00613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC117,977$12.8M0.12%-12,83313F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.117,752$12.8M4.84%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.117,513$12.8M0.05%+71913F-HRTimelineGroup
Lakeridge Wealth Management LLC113,025$12.3M6.14%+6,41313F-HRTimeline
BARINGS LLCin group BARINGS LLC110,627$12M0.3%013F-HRTimelineGroup
Foguth Wealth Management, LLC.110,215$12M2.91%+62,05813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich109,662$11.9M0.04%+50,89713F-HR/ATimeline
Independence Financial Advisors, LLC109,242$11.9M4.51%13F-HRTimeline
Wealthstar Advisors, LLC107,842$11.7M5.37%-109,81213F-HRTimeline
Trajan Wealth LLC106,848$11.6M0.63%+10,33013F-HRTimeline
Signal Advisors Wealth, LLC106,592$11.6M1.13%+36,86813F-HRTimeline
TD Waterhouse Canada Inc.104,640$11.4M0.09%+6,03413F-HRTimeline
IFG Advisory, LLC102,910$11.2M0.62%-98313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC100,505$10.9M0.79%-2,71813F-HRTimeline
MUFG SECURITIES AMERICAS INC.100,000$10.9M1.26%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.100,000$10.9M0.03%new13F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP99,988$10.9M0.14%-3,83213F-HRTimeline
LPWM LLC99,884$10.9M3.5%+2,40313F-HRTimeline
Gotham Asset Management, LLC98,630$10.7M0.09%+4,70013F-HRTimeline
Genus Capital Management Inc.97,637$10.6M1.54%new13F-HRTimeline
Winthrop Capital Management, LLC97,539$10.6M2.92%+4,12013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD95,335$10.4M0.03%+74,60013F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co95,196$10.3M2.49%013F-HRTimelineGroup
Twele Capital Management, Inc.94,860$10.3M2.19%-413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.93,625$10.2M0.06%+15,55613F-HRTimeline
Topel & Distasi Wealth Management, LLC92,533$10.1M4.7%-4,94513F-HRTimeline
Net Worth Advisory Group91,622$9.96M3.13%+45313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp89,346$9.71M0.04%+49413F-HRTimelineGroup
JONES ROAD CAPITAL MANAGEMENT, L.P.87,700$9.53M6.79%-7,47313F-HRTimeline
Financiere des Professionnels - Fonds d…87,700$9.53M0.62%013F-HRTimeline
WESBANCO BANK INC87,315$9.49M0.33%-4,23713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS86,645$9.42M0.02%-3,83013F-HRTimeline
Leo Wealth, LLC85,577$9.3M1.34%-76,52013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P84,420$9.18M0.01%-49,37213F-HRTimelineGroup
GWN SECURITIES INC.85,452$9.12M0.51%+71,85813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC83,307$9.05M0.34%+43313F-HRTimeline
Provida Pension Fund Administrator81,800$8.89M0.18%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…79,432$8.63M3.19%+4,94713F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC78,690$8.55M0.71%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…78,506$8.53M0.13%+1,95213F-HRTimelineGroup