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Disclosery

LQD ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 52 13F filers report a position in LQD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC1,110,491$113M0.8%+197,44513F-HRTimeline
Legacy Private Trust Co.83,485$8.53M0.47%-18,82613F-HRTimeline
Apella Capital, LLC79,305$8.1M0.1%-38,48113F-HRTimeline
Independence Financial Advisors, LLC68,890$7.04M1.77%+5,39013F-HRTimeline
David J Yvars Group58,688$6M2.76%-2,47813F-HRTimeline
Balefire, LLC46,807$4.78M0.75%-8,73213F-HRTimeline
Insight Wealth Strategies, LLC44,217$4.52M0.45%+65113F-HRTimeline
Gainplan LLC39,203$4.01M1.56%-4,57813F-HRTimeline
Central Pacific Bank - Trust Division37,805$3.86M0.41%-20,98013F-HRTimeline
Pioneer Wealth Management Group36,135$3.69M0.87%+33,36313F-HRTimeline
Pacifica Partners Inc.32,591$3.33M1%+3,56813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV32,361$3.31M0.37%+313F-HRTimeline
Gladwyn Financial Advisors, Inc.24,659$2.52M1.61%+77113F-HRTimeline
City Center Advisors, LLC11,418$1.17M0.89%+1,52213F-HRTimeline
Montecito Bank & Trust11,144$1.14M0.17%013F-HRTimeline
Adams Asset Advisors, LLC9,197$940K0.1%+79813F-HRTimeline
Sincerus Advisory, LLC8,885$908K0.59%+45113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.8,840$903K0.61%-3413F-HRTimeline
Avidian Wealth Enterprises, LLC8,422$861K0.02%+4,39513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,580$775K0.05%-1,59213F-HRTimeline
CoreCap Advisors, LLC6,557$670K0.02%-4613F-HRTimeline
SAPIENT CAPITAL LLC6,234$637K0.01%013F-HRTimeline
Weaver Consulting Group6,037$617K0.12%+71013F-HRTimeline
Venture Visionary Partners LLC5,629$575K0.02%-3113F-HRTimeline
Gallagher Capital Advisors, LLC5,136$525K0.28%-32813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,582$468K0.13%-3,91813F-HRTimeline
Valeo Financial Advisors, LLC4,056$414K0.01%+2213F-HRTimeline
Ridgewood Investments LLC3,793$388K0.14%-50213F-HRTimeline
OxenFree Capital LLC3,663$374K0.16%+8913F-HRTimeline
Sound Income Strategies, LLC3,395$348K0.02%-92413F-HRTimeline
Kaizen Financial Strategies3,387$346K0.14%-2,43513F-HRTimeline
Trust Co3,215$329K0.03%013F-HRTimeline
Bank of New Hampshire2,858$292K0.06%-8013F-HRTimeline
GK Wealth Management LLC2,834$290K0.16%-2,04413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,632$268K0.08%-4713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,337$239K0.03%013F-HRTimeline
CHAPIN DAVIS, INC.2,238$229K0.04%+213F-HRTimeline
Breakwater Capital Group2,063$211K0.03%-11513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,863$190K0.13%-22413F-HRTimeline
Olistico Wealth, LLC1,050$107K0.04%013F-HRTimeline
EASTERN BANK681$69.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton636$65K0.01%013F-HRTimeline
Paladin Partners, LLC545$55.7K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC324$33.1K<0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB260$26.6K<0.01%013F-HRTimeline
Bangor Savings Bank239$24.4K<0.01%013F-HRTimeline
Investors Research Corp163$16.7K<0.01%013F-HRTimeline
LWM ADVISORS INC92$9.4K0.01%new13F-HRTimeline
Bank & Trust Co65$6.64K<0.01%013F-HRTimeline
CX Institutional43$4K<0.01%-613F-HRTimeline
Noble Wealth Management PBC11$1.12K<0.01%-1013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6$614<0.01%new13F-HRTimeline