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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
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co19,120,368$2.1B62.36%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,069,386$1.98B0.16%-404,07113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,290,767$1.79B0.12%+6,694,53813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,305,123$1.57B0.03%-379,41213F-HRTimelineGroup
Japan Science & Technology Agency13,806,450$1.51B24.03%013F-HRTimeline
Financial Engines Advisors L.L.C.10,653,146$1.17B2.33%-19,90713F-HRTimeline
Wealthfront Advisers LLC9,254,116$1.01B2.61%-485,20213F-HRTimeline
Nuveen, LLCin group TIAA8,872,157$972M0.27%+2,400,00013F-HRTimelineGroup
Allianz SEgroup of 2 filers holding8,011,579$878M-808,250Timeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC5,774,092$633M21.4%-268,18613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,236,943$574M+241,478Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,092,295$558M0.12%+896,73213F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,027,382$551M0.12%+434,96913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,533,397$497M0.12%-2,326,47813F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding4,426,576$485M+3,676,333Timeline
APG Asset Management US Inc.in group APG Asset Management N.V.4,428,000$484M3.62%+3,423,00013F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…4,040,400$443M3.58%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,782,252$415M0.07%-3,983,36113F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding3,719,480$408M+780,240Timeline
LPL Financial LLC3,331,751$365M0.12%-83,04513F-HRTimeline
Verition Fund Management LLC3,133,000$343M1.98%+3,122,56413F-HRTimeline
Fisher Asset Management, LLC3,062,270$336M0.13%-201,98113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD2,800,000$307M0.26%new13F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding2,742,230$301M-1,489,735Timeline
Empower Annuity Insurance Co2,456,850$269M100%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,227,578$244M0.37%+2,197,29913F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM2,172,400$238M1.23%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,119,450$232M0.09%+1,154,33213F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,097,592$230M0.03%-1,020,28613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,041,487$224M0.53%+1,45713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,965,000$215M2.56%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,852,569$203M0.01%+839,76813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,659,426$182M0.23%-23,53113F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,578,140$173M1.86%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,574,529$172M0.11%+1,277,68913F-HRTimelineGroup
Money Design Co.,Ltd.1,558,854$171M7.98%+89,45313F-HRTimeline
Members Trust Co1,491,422$163M5.63%-55,28613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,441,394$158M+556,622Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,238,416$136M0.09%-7,32913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,204,783$132M0.11%-484,52113F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,196,854$131M4.26%+967,03613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,150,753$126M0.02%-317,70113F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,040,634$114M0.01%-2,368,18713F-HRTimelineGroup
Bridgewater Associates, LP1,035,300$113M0.46%+11,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC942,827$103M0.04%-34,10613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…941,560$103M0.61%-11,70013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC925,429$101M0.61%+341,73713F-HRTimelineGroup
Cetera Investment Advisers917,684$101M0.17%+89,18513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP915,075$100M0.1%-159,46913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC898,630$98.5M0.28%+54,10113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …892,850$97.9M0.16%+95,26213F-HRTimelineGroup
SG Americas Securities, LLC859,213$94.2M0.41%+857,06913F-HRTimeline
NYL Investors LLC839,925$92.1M25.38%-6,954,43613F-HRTimeline
Man Group plcin group Man Group plc807,256$88.5M0.19%+69,94713F-HRTimelineGroup
Valmark Advisers, Inc.804,299$88.2M1.23%+16,89913F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…780,000$85.5M0.56%new13F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…753,238$82.6M0.29%-260,28313F-HRTimelineGroup
iA Global Asset Management Inc.661,200$72.5M1.09%013F-HRTimeline
COUNTRY TRUST BANK660,323$72.4M1.62%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.635,584$69.5M0.12%+201,07813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP627,280$68.8M0.1%+261,29613F-HRTimelineGroup
GDS Wealth Management622,867$68.3M4.98%-35,40713F-HRTimeline
Point72 Europe (London) LLP545,000$59.7M3.08%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…510,991$56M0.22%013F-HRTimelineGroup
Creative Planningin group Creative Planning469,568$51.5M0.04%-88113F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP419,386$46M4.36%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding418,257$45.8M-2,173Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson391,902$43M0.02%+5,83413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC390,168$42.8M0.39%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC385,977$42.3M0.29%+51,71913F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…350,825$38.5M0.08%013F-HRTimeline
USA FINANCIAL FORMULAS347,983$38.1M6.51%+39,84413F-HRTimeline
HighTower Advisors, LLC339,758$37.2M0.05%+30,97913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding338,717$37.1M-10,088Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP334,200$36.6M0.04%-438,40013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…318,275$34.9M0.4%+1,22513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC318,221$34.9M0.02%-293,56513F-HRTimelineGroup
Sigma Planning Corp315,901$34.6M1.04%-1,81513F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding306,642$33.5M+16,518Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC304,782$33.4M0.03%+258,13013F-HRTimelineGroup
Clark Capital Management Group, Inc.290,853$31.9M0.22%+141,34013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT290,638$31.9M0.7%+24,11113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.280,135$30.7M0.51%+256,97313F-HRTimelineGroup
Arax Advisory Partners276,008$30.3M1.39%+12,02113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.263,397$28.9M0.05%+38,75813F-HRTimelineGroup
Cheviot Value Management, LLC258,320$28.3M3.24%+14,72713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp257,560$28.2M0.01%-1,033,31813F-HRTimelineGroup
Constellation Investments, Inc.249,317$27.3M1.26%013F-HRTimeline
Westshore Wealth, LLC243,851$26.7M10.25%+9,31613F-HRTimeline
Joule Financial, LLC242,784$26.6M8.64%+5,16713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…238,067$26M0.04%-16713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.237,585$26M0.24%+11,37713F-HRTimeline
Kingsview Wealth Management, LLC236,571$25.9M0.44%+7,19513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.236,539$25.9M0.21%+22,56213F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …230,000$25.2M1.38%new13F-HRTimelineGroup
TD Asset Management Inc223,369$24.5M0.02%-61,45413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…221,950$24.3M0.09%-16,96913F-HRTimelineGroup
Leo Wealth, LLC220,779$24.2M1.88%+135,20213F-HRTimeline
Wela Strategies, Inc.220,689$24.2M9.55%+1,04713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding218,737$24M+16,858Timeline
MACKENZIE FINANCIAL CORP214,000$23.5M0.03%+90013F-HRTimeline
Modern Wealth Management, LLC211,318$23.2M0.58%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…194,186$23.1M0.05%+28,18113F-HR/ATimelineGroup
Regal Investment Advisors LLC209,214$22.9M1.72%+3,04613F-HRTimeline
Alpha Cubed Investments, LLC208,215$22.8M0.87%+30,02413F-HRTimeline
Atria Investments, Inc207,684$22.8M0.27%-229,87613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC204,954$22.5M0.55%+7,38613F-HRTimeline
Cambridge Investment Research Advisors,…201,553$22.1M0.07%+1,20013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS198,603$21.8M0.02%-133,88213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC197,446$21.6M0.03%-122,35313F-HRTimeline
Strong Tower Advisory Services196,194$21.5M4.24%+19,74613F-HRTimeline
Alley Investment Management Company, LLC195,238$21.4M2.59%-9,08213F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd194,200$21.3M7.58%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.189,556$20.8M1.33%+2,43213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.188,110$20.6M0.08%+13,02613F-HRTimelineGroup
Petrus Trust Company, LTA187,374$20.5M2.13%-65,00013F-HRTimeline
IHT Wealth Management, LLC187,361$20.5M0.56%+59013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP185,058$20.3M0.84%-296,24213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC184,189$20.2M0.19%-215,81113F-HRTimelineGroup
SCOTIA CAPITAL INC.181,504$19.9M0.09%-22,61713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …180,606$19.8M0.32%+38,90713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,423,192$19.7M0.76%+4,001,61613F-HRTimelineGroup
Canal Capital Management, LLC174,338$19.1M3.01%+1,31213F-HRTimeline
Betterment LLC170,591$18.7M0.04%+7,40913F-HRTimeline
ExodusPoint Capital Management, LP169,000$18.5M0.23%new13F-HRTimeline
Lifeworks Advisors, LLC168,431$18.5M2.75%+51013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding167,981$18.4M-471Timeline
Spahn Wealth & Retirement LLC165,893$18.2M11.69%-84,08113F-HRTimeline
DDFG, Inc165,520$18.1M4.56%-94,79813F-HRTimeline
Willis Johnson & Associates, Inc.164,163$18M1.22%+3,36013F-HRTimeline
Vision Capital Management, Inc.163,124$17.9M2.35%+5,17413F-HRTimeline
Strategic Wealth Partners, Ltd.158,434$17.4M1.37%13F-HRTimeline
CONNING INC.in group CONNING INC.156,697$17.2M0.59%-61,00013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich154,145$16.9M0.05%+44,48313F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT154,104$16.9M0.14%+50913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD144,902$15.9M0.02%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/141,620$15.5M0.01%-18,10913F-HRTimelineGroup
Sanctuary Advisors, LLC140,677$15.4M0.1%-11,15713F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC140,599$15.4M1.09%-8,44913F-HRTimeline
MAI Capital Management139,094$15.2M0.11%-1,39813F-HRTimeline
Towercrest Capital Management138,636$15.2M2.71%+8,61013F-HRTimeline
Mechanics Bank Trust Department138,061$15.1M2.17%-16,21413F-HRTimeline
Asset Management One Co., Ltd.137,280$15M0.05%+16,20013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …136,351$14.9M0.2%+8,40313F-HRTimelineGroup
Iron Horse Wealth Management, LLC133,464$14.6M4.32%+69213F-HRTimeline
1607 Capital Partners, LLC132,510$14.5M1.18%+4,71013F-HRTimeline
HMS Capital Management, LLC131,032$14.4M6.47%-2,12513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC129,575$14.2M4.33%-2913F-HRTimeline
Hudson Capital Management LLC129,118$14.2M4.01%-28813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC128,767$14.1M0.11%+10,79013F-HRTimelineGroup
Strategic Investment Advisors / MI128,619$14.1M1.37%-11,44213F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.127,697$14M12.94%13F-HRTimeline
Qube Research & Technologies Ltd127,303$14M0.02%+67,02013F-HRTimeline
Providence First Trust Co125,355$13.7M4.85%+51113F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.125,000$13.7M8.47%013F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.123,939$13.6M6.56%+6,18713F-HRTimeline
MARINER INVESTMENT GROUP LLC123,200$13.5M4.88%new13F-HRTimeline
Horizon Investments, LLC123,631$13.4M0.21%+95,81013F-HRTimeline
TUDOR INVESTMENT CORP ET AL120,562$13.2M0.1%+47,50013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.119,860$13.1M0.05%+2,34713F-HRTimelineGroup
Lakeridge Wealth Management LLC119,090$13.1M6%+6,06513F-HRTimeline
CHB Investment Group, LLC114,723$12.6M6.41%-3,58613F-HRTimeline
MTC Wealth Management LLC114,489$12.5M6.03%-3,64613F-HRTimeline
Independence Financial Advisors, LLC112,184$12.3M4.78%+2,94213F-HRTimeline
Cresta Advisors, Ltd.112,175$12.3M5.99%-10,37313F-HRTimeline
5th Street Advisors, LLC111,736$12.2M6.08%-19,59813F-HRTimeline
Gotham Asset Management, LLC107,796$11.8M0.07%+9,16613F-HRTimeline
Insight Wealth Partners, LLC106,939$11.7M6.5%-14,64213F-HRTimeline
Net Worth Advisory Group103,851$11.4M2.52%+12,22913F-HRTimeline
IFG Advisory, LLC103,399$11.3M0.57%+48913F-HRTimeline
Trajan Wealth LLC103,253$11.3M0.55%-3,59513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,722$11.1M0.02%-78,09213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP100,209$11M0.13%+22113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100,000$11M0.02%-200,00013F-HRTimelineGroup
Centiva Capital, LP98,553$10.8M0.71%new13F-HRTimeline
LPWM LLC98,141$10.8M3.14%-1,74313F-HRTimeline
Genus Capital Management Inc.98,127$10.8M1.37%+49013F-HRTimeline
Winthrop Capital Management, LLC97,300$10.7M2.7%-23913F-HRTimeline
Twele Capital Management, Inc.96,690$10.6M2.1%+1,83013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC96,275$10.6M0.71%-4,23013F-HRTimeline
Wealthstar Advisors, LLC95,492$10.5M3.94%-12,35013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co95,196$10.4M2.42%013F-HRTimelineGroup
Curran Financial Partners, LLC92,385$10.1M2.24%-53,21013F-HRTimeline
EFG Private Wealth Management (Americas…92,130$10.1M1.86%+23,91213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,401$10M0.06%-2,22413F-HRTimeline
Topel & Distasi Wealth Management, LLC90,585$9.93M5.2%-1,94813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC89,193$9.78M0.67%+16,87413F-HRTimeline
Wayfinding Financial, LLC88,139$9.68M4.33%+17,30813F-HRTimeline
WESBANCO BANK INC88,157$9.66M0.29%+84213F-HRTimeline
Financiere des Professionnels - Fonds d…87,700$9.61M0.58%013F-HR/ATimeline
Foguth Wealth Management, LLC.86,675$9.5M2.03%-23,54013F-HRTimeline
Signal Advisors Wealth, LLC85,956$9.42M0.74%-20,63613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC84,188$9.23M0.34%+88113F-HRTimeline
TD Waterhouse Canada Inc.83,747$9.16M0.07%-20,89313F-HRTimeline
Private Advisor Group, LLC82,079$9M0.05%+14,11313F-HRTimeline
Provida Pension Fund Administrator81,800$8.97M0.16%013F-HRTimeline
Crabel Capital Management, LLC80,582$8.83M5.41%+43,37413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\79,750$8.74M<0.01%+4,91913F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…78,724$8.63M2.86%-70813F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC78,690$8.63M0.62%013F-HRTimeline