# ISHARES TR (LQD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LQD/

- Reporting holders: 51
- Reported value: $191.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $113.5M | 1,110,491 | 0.8% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $8.5M | 83,485 | 0.5% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.1M | 79,305 | 0.1% | 6 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $7.0M | 68,890 | 1.8% | 2 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $6.0M | 58,688 | 2.8% | 24 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.8M | 46,807 | 0.8% | 14 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $4.5M | 44,217 | 0.4% | 32 |
| [Gainplan LLC](https://holderbook.com/funds/1697857-gainplan-llc/) | $4.0M | 39,203 | 1.6% | 3 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.9M | 37,805 | 0.4% | 11 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $3.7M | 36,135 | 0.9% | 6 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $3.6M | 35,394 | 2.7% | 8 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $3.3M | 32,591 | 1.0% | 28 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $3.3M | 32,361 | 0.4% | 4 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $2.5M | 24,659 | 1.6% | 6 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.2M | 11,418 | 0.9% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.1M | 11,144 | 0.2% | 8 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $939.8K | 9,197 | 0.1% | 31 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $907.8K | 8,885 | 0.6% | 8 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $903.3K | 8,840 | 0.6% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $860.6K | 8,422 | 0.0% | 20 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $774.5K | 7,580 | 0.1% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $670.0K | 6,557 | 0.0% | 9 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $637.0K | 6,234 | 0.0% | 2 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $616.8K | 6,037 | 0.1% | 5 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $575.2K | 5,629 | 0.0% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 51 | $191.3M |
| Q2 2026 | 1,137 | $43.7B |
| Q1 2026 | 1,114 | $48.2B |
| Q4 2025 | 1,158 | $39.6B |
| Q3 2025 | 1,066 | $40.1B |
| Q2 2025 | 1,067 | $35.8B |
| Q1 2025 | 1,057 | $35.5B |
| Q4 2024 | 1,104 | $172.7B |
| Q3 2024 | 1,067 | $188.7B |
| Q2 2024 | 1,026 | $250.0B |
| Q1 2024 | 1,073 | $40.6B |
| Q4 2023 | 1,120 | $41.6B |