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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,807,400$2.51B0.18%+3,857,10713F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co19,120,368$2.11B61.06%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,402,969$1.81B0.03%+2,464,52813F-HRTimelineGroup
Nuveen, LLCin group TIAA13,632,344$1.5B0.39%-4,063,00513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,948,409$1.32B0.08%+1,816,02113F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.11,052,968$1.22B2.31%+270,65313F-HRTimeline
Wealthfront Advisers LLC10,951,554$1.21B2.7%+832,46913F-HRTimeline
Japan Science & Technology Agency10,306,450$1.14B20.87%-2,900,00013F-HRTimeline
Allianz SEgroup of 2 filers holding7,862,205$866M+7,847,205Timeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC7,011,298$773M25.08%+6,615,09213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding6,598,032$727M+6,057,068Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,803,940$640M-295,957Timeline
UBS Group AGgroup of 2 filers holding5,701,026$628M+1,336,725Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,412,329$486M0.09%+75,15013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 3 filers holding4,331,560$477M+279,620Timeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…4,040,400$445M3.26%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,932,215$433M0.03%+3,190,34713F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding3,887,551$428M+624,161Timeline
LPL Financial LLC3,819,605$421M0.12%-128,22813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,594,344$396M0.09%+317,70613F-HRTimelineGroup
APG Asset Management US Inc.in group APG Asset Management N.V.3,546,714$391M3.06%+104,90113F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC2,771,727$305M5.63%013F-HRTimelineGroup
Empower Annuity Insurance Coin group Empower Annuity Insurance Co …2,456,850$271M100%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,418,829$267M0.05%-2,351,40213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,380,804$262M0.03%+78,21413F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS2,362,313$260M7.45%+298,05813F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM2,172,400$239M1.16%013F-HRTimeline
Caisse de depot et placement du Quebec1,980,100$218M0.37%-506,91213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,965,000$217M1.86%013F-HRTimelineGroup
Fisher Asset Management, LLC1,954,244$215M0.07%-271,60313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,750,020$193M0.06%+1,603,10913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,659,426$183M0.22%013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,584,868$175M0.13%+228,58313F-HRTimeline
Members Trust Co1,502,979$166M5.4%+5,20913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,417,622$156M0.03%+262,69713F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,368,140$151M1.58%013F-HRTimelineGroup
Penn Mutual Asset Management1,290,332$142M84.99%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,162,069$128M0.07%-23,00213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,147,845$126M0.35%+202,40713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,146,853$126M0.04%+80,67213F-HRTimelineGroup
Cetera Investment Advisers1,029,576$113M0.12%-10,95913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,026,150$113M0.1%+206,73713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,025,482$113M0.28%-25,82313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,016,015$112M0.23%-158,22913F-HRTimelineGroup
Symetra Investment Management Coin group Symetra Investment Management…1,015,680$112M19.7%new13F-HRTimelineGroup
Centiva Capital, LP1,015,000$112M6.77%+807,11713F-HRTimeline
Bridgewater Associates, LP999,400$110M0.4%+36,90013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC985,790$109M0.08%+574,25013F-HRTimelineGroup
Man Group plcin group Man Group plc961,778$106M0.2%-4,11813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC928,407$102M0.01%-3,476,14313F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …921,017$101M0.16%+35,01113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC920,273$101M0.04%-466,45413F-HRTimelineGroup
Valmark Advisers, Inc.872,328$96.1M1.19%+36,11313F-HRTimeline
GDS Wealth Management851,121$93.8M5.87%+137,08713F-HRTimeline
FMR LLCin group FMR LLC834,587$92M<0.01%-16,38113F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding821,994$90.6M+42,285Timeline
CITIGROUP INCin group CITIGROUP INC733,245$80.8M0.06%+279,03113F-HRTimelineGroup
TD Asset Management Inc696,107$76.7M0.06%-5,631,73713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.625,064$68.9M0.1%-131,22913F-HRTimelineGroup
iA Global Asset Management Inc.600,200$66.1M0.84%+149,00013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC582,770$64.2M0.05%+2,27313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…540,800$59.6M0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding511,522$56.4M+41,458Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…510,991$56.3M0.2%013F-HRTimelineGroup
Creative Planningin group Creative Planning510,655$56.3M0.04%+23,83313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…505,600$55.7M0.27%-173,50013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC481,577$53.1M0.29%+32,79413F-HRTimeline
Farther Finance Advisors, LLC472,813$52.1M0.56%+166,70113F-HRTimeline
North Dakota State Investment Board471,460$52M1.93%13F-HRTimeline
PAYDEN & RYGEL464,396$51.2M3.56%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding449,649$49.5M+18,297Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson434,429$47.9M0.02%-1413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC426,328$47M0.4%-23,71413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding413,382$45.6M-729,501Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.403,613$44.5M0.03%-2,915,38713F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM397,943$43.8M3.81%+337,94313F-HRTimelineGroup
BANK OF KOREA396,053$43.6M1.91%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding386,801$42.6M+42,492Timeline
HighTower Advisors, LLC375,598$41.4M0.05%+46,46913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…364,360$40.1M0.07%+166,57113F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/355,548$39.2M0.02%+221,29713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT343,073$37.8M0.69%+14,82713F-HRTimeline
Sigma Planning Corp332,897$36.7M1.01%+10,16213F-HRTimeline
Cambridge Investment Research Advisors,…333,093$36.7M0.1%+36,41513F-HRTimeline
Headlands Technologies LLC331,248$36.5M3.05%+253,05913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.327,646$36.1M0.25%+56,65513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP326,604$36M0.05%-16,74413F-HRTimelineGroup
Cheviot Value Management, LLC319,299$35.3M3.47%+24,65613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…315,000$34.7M0.66%new13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC301,140$33.2M0.26%-1,258,91813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC300,093$33.1M0.02%+247,94813F-HRTimelineGroup
Arax Advisory Partners300,048$33.1M0.96%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK300,000$33.1M0.06%+298,73413F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP300,000$33.1M1.46%-248,42113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…297,134$32.7M0.28%013F-HRTimelineGroup
Clark Capital Management Group, Inc.289,206$31.9M0.2%-30,22513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…288,382$31.8M1.03%-58,00313F-HRTimelineGroup
Capital Investment Advisors, LLC278,708$30.7M0.47%+226,76913F-HRTimeline
Insight Wealth Strategies, LLC276,655$30.5M3.5%+215,12913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC274,006$30.2M0.04%+71,68413F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …273,400$30.1M1.08%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding265,244$29.2M+162,372Timeline
NYL Investors LLC264,749$29.2M9.91%+2,11713F-HRTimeline
Financiere des Professionnels - Fonds d…263,900$29.1M1.65%+161,50013F-HRTimeline
Joule Financial, LLC261,682$28.8M8.64%+6,46213F-HRTimeline
Strong Tower Advisory Services258,965$28.5M5.11%+48,67613F-HRTimeline
Planning Project LLC257,087$28.3M7.12%13F-HRTimeline
Westshore Wealth, LLC250,758$27.6M9.14%+6,98313F-HRTimeline
Modern Wealth Management, LLC249,645$27.5M0.5%+8,46413F-HRTimeline
Constellation Investments, Inc.249,317$27.5M0.85%013F-HRTimeline
Edgestream Partners, L.P.246,436$27.2M0.76%-40,37613F-HRTimeline
Towercrest Capital Management241,954$26.7M4.2%+89,19113F-HRTimeline
Leo Wealth, LLC238,770$26.3M1.91%+143,65713F-HRTimeline
USA FINANCIAL FORMULAS233,460$25.7M4.68%+58,13613F-HRTimeline
Regal Investment Advisors LLC233,348$25.7M1.54%+8,36113F-HRTimeline
III Capital Management229,000$25.2M5.59%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.228,407$25.2M0.04%-27,92913F-HRTimelineGroup
Alpha Cubed Investments, LLC225,865$24.9M0.85%+7,67613F-HRTimeline
MACKENZIE FINANCIAL CORP223,977$24.7M0.03%-72313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…222,800$24.6M0.63%-8,20013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Asset Management One Co., Ltd.221,280$24.5M0.07%+84,00013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.222,456$24.5M1.47%+9,02613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.215,543$23.8M0.04%-33,81113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC215,231$23.7M0.51%+4,91713F-HRTimeline
Willis Johnson & Associates, Inc.203,420$22.4M1.38%+31,63613F-HRTimeline
Petrus Trust Company, LTA202,029$22.3M2.25%013F-HRTimeline
Bramshill Investments, LLC200,000$22M1.25%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…198,015$21.8M0.08%-10,85213F-HRTimelineGroup
Atria Investments, Inc197,983$21.8M0.25%-15,64213F-HRTimeline
Summit Financial Consulting LLC197,570$21.8M15.81%+17,41213F-HRTimeline
Alley Investment Management Company, LLC197,005$21.7M2.54%-37013F-HRTimeline
AAFMAA Wealth Management & Trust LLC196,746$21.7M8.5%new13F-HRTimeline
SCOTIA CAPITAL INC.188,482$20.8M0.08%+2,10313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …186,676$20.6M0.29%+49,67613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.185,963$20.5M1.4%+22,87213F-HRTimeline
Lifeworks Advisors, LLC185,228$20.4M2.64%+10,48513F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC183,200$20.2M1.37%+42,31713F-HRTimeline
Canal Capital Management, LLC182,884$20.2M2.86%+7,38413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.178,828$19.7M0.09%-1,80413F-HRTimelineGroup
DDFG, Inc178,654$19.7M4.31%+3,46413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich177,962$19.6M0.05%+20,94513F-HRTimeline
IHT Wealth Management, LLC176,023$19.4M0.47%+1,68113F-HRTimeline
Independence Financial Advisors, LLC175,327$19.3M5.31%+7,62113F-HRTimeline
Brookwood Investment Group LLC172,564$19M2.29%+153,49913F-HRTimeline
Vision Capital Management, Inc.171,116$18.9M2.27%+4,37913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…170,047$18.8M0.03%-64,14813F-HRTimeline
Kingsview Wealth Management, LLC170,385$18.8M0.27%+8,67013F-HRTimeline
Spahn Wealth & Retirement LLC165,102$18.2M11.29%+2,61613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…165,000$18.2M0.1%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC163,421$18M0.01%-1,895,63813F-HR/ATimelineGroup
Cordoba Advisory Partners LLC162,647$17.9M4.43%13F-HRTimeline
Betterment LLC158,661$17.5M0.03%-4,31113F-HRTimeline
Alliance Wealth Management Group156,602$17.3M3.79%+85,42913F-HRTimeline
Foundations Investment Advisors, LLC153,648$16.9M0.22%+51,33713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT149,184$16.4M0.13%-5,36913F-HRTimeline
Ashton Thomas Private Wealth, LLC146,377$16.1M0.39%+1,46013F-HRTimeline
Invst, LLC145,583$16M1.74%+115,34013F-HRTimeline
Steward Partners Investment Advisory, L…143,521$15.8M0.09%+59,81313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.143,043$15.8M0.11%-82,52613F-HRTimeline
MAI Capital Management143,148$15.8M0.09%-56413F-HRTimeline
Jain Global LLC142,875$15.7M0.15%-142,32513F-HRTimeline
HMS Capital Management, LLC142,156$15.7M6.48%+5,04913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding140,996$15.5M-4,515Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …139,544$15.4M0.22%-8013F-HRTimelineGroup
Providence First Trust Co136,127$15M5.19%+10,78813F-HRTimeline
Insight Wealth Partners, LLC135,050$14.9M6.19%+13,28413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC134,329$14.8M0.11%+3,20113F-HRTimelineGroup
Vertex Investment Solutions Co., Ltd.132,200$14.6M14.52%13F-HRTimeline
Horizon Investments, LLC132,318$14.6M0.18%+38,40113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP132,197$14.6M0.2%-32,41913F-HRTimelineGroup
Hudson Capital Management LLC131,765$14.5M3.64%+2,14713F-HRTimeline
Sanctuary Advisors, LLC130,719$14.4M0.08%-3,89913F-HRTimeline
Apella Capital, LLC128,579$14.2M0.28%+2,34813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC128,420$14.2M0.02%+57,30513F-HRTimelineGroup
Mechanics Bank Trust Department127,831$14.1M1.84%+3,40213F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.126,296$14M10.77%-41913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding124,423$13.8M+112,278Timeline
Gotham Asset Management, LLC124,765$13.7M0.05%+6,14113F-HRTimeline
NewEdge Advisors, LLC124,376$13.7M0.05%-99913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.122,560$13.5M0.04%+3,70013F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.121,495$13.4M4.81%+1,46213F-HRTimeline
Cresta Advisors, Ltd.121,392$13.4M5.61%+2,83213F-HRTimeline
FIRST AMERICAN TRUST, FSB120,758$13.3M0.91%+16,03213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC119,821$13.2M0.42%+9,31113F-HRTimeline
TrustBankin group TrustBank117,973$13M5.42%13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …116,254$12.8M0.1%13F-HR/ATimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC115,180$12.7M3.59%-39813F-HRTimeline
DRW Securities, LLC114,875$12.7M0.96%-29,57613F-HRTimeline
IFG Advisory, LLC113,866$12.5M0.55%+5,54113F-HRTimeline
MTC Wealth Management LLC112,534$12.4M5.82%-99513F-HRTimeline
Nearwater Capital Markets, Ltd109,600$12.1M0.21%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS109,319$12M0.01%+18,02713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP108,967$12M0.01%-109,87913F-HRTimelineGroup
Idaho Trust Co108,771$12M3.97%+41,56613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,774$11.5M0.01%+20,82513F-HRTimelineGroup
Net Worth Advisory Group104,127$11.5M2.32%+16,53713F-HRTimeline
Twele Capital Management, Inc.103,421$11.4M2.04%+1,66013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC102,636$11.3M4.74%+4,13313F-HRTimeline
Topel & Distasi Wealth Management, LLC102,588$11.3M5.52%+7,85213F-HRTimeline
LPWM LLC102,504$11.3M2.85%+2,66813F-HRTimeline