ISHARES TR (LQD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
51
Reporting holders
$191.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,086
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $113.5M | 1,110,491 | 0.80% | 16q | +21.6%+$20.2M |
| Legacy Private Trust Co. | $8.5M | 83,485 | 0.47% | 4q | -18.4%-$1.9M |
| Apella Capital, LLC | $8.1M | 79,305 | 0.10% | 6q | -32.7%-$3.9M |
| Independence Financial Advisors, LLC | $7.0M | 68,890 | 1.77% | 2q | +8.5%+$550.7K |
| David J Yvars Group | $6.0M | 58,688 | 2.76% | 24q | -4.1%-$253.2K |
| Balefire, LLC | $4.8M | 46,807 | 0.75% | 14q | -15.7%-$892.2K |
| Insight Wealth Strategies, LLC | $4.5M | 44,217 | 0.45% | 32q | +1.5%+$66.5K |
| Gainplan LLC | $4.0M | 39,203 | 1.55% | 3q | -10.5%-$467.8K |
| Central Pacific Bank - Trust Division | $3.9M | 37,805 | 0.41% | 11q | -35.7%-$2.1M |
| Pioneer Wealth Management Group | $3.7M | 36,135 | 0.87% | 6q | +1203.6%+$3.4M |
| LWM ADVISORS INC | $3.6M | 35,394 | 2.73% | 8q | -1.7%-$61.9K |
| Pacifica Partners Inc. | $3.3M | 32,591 | 1.00% | 28q | +12.3%+$364.1K |
| ECLECTIC ASSOCIATES INC /ADV | $3.3M | 32,361 | 0.37% | 4q | HELD |
| Gladwyn Financial Advisors, Inc. | $2.5M | 24,659 | 1.61% | 6q | +3.2%+$78.8K |
| City Center Advisors, LLC | $1.2M | 11,418 | 0.89% | 11q | +15.4%+$155.5K |
| Montecito Bank & Trust | $1.1M | 11,144 | 0.17% | 8q | HELD |
| Adams Asset Advisors, LLC | $939.8K | 9,197 | 0.10% | 31q | +9.5%+$81.5K |
| Sincerus Advisory, LLC | $907.8K | 8,885 | 0.59% | 8q | +5.3%+$46.1K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $903.3K | 8,840 | 0.60% | 12q | HELD |
| Avidian Wealth Enterprises, LLC | $860.6K | 8,422 | 0.02% | 20q | +109.1%+$449.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $774.5K | 7,580 | 0.05% | 14q | -17.4%-$162.7K |
| CoreCap Advisors, LLC | $670.0K | 6,557 | 0.02% | 9q | -0.7%-$4.7K |
| SAPIENT CAPITAL LLC | $637.0K | 6,234 | 0.01% | 2q | -50.0%-$637.0K |
| Weaver Consulting Group | $616.8K | 6,037 | 0.12% | 5q | +13.3%+$72.5K |
| Venture Visionary Partners LLC | $575.2K | 5,629 | 0.02% | 28q | -0.5%-$3.2K |
| Gallagher Capital Advisors, LLC | $524.8K | 5,136 | 0.28% | 3q | -6.0%-$33.5K |
| CYPRESS FINANCIAL PLANNING LLC | $468.2K | 4,582 | 0.13% | 18q | -46.1%-$400.3K |
| Valeo Financial Advisors, LLC | $414.4K | 4,056 | 0.01% | 4q | +0.5%+$2.2K |
| Ridgewood Investments LLC | $387.6K | 3,793 | 0.14% | 25q | -11.7%-$51.3K |
| OxenFree Capital LLC | $374.2K | 3,663 | 0.16% | 12q | +2.5%+$9.1K |
| Sound Income Strategies, LLC | $347.9K | 3,395 | 0.02% | 32q | -21.4%-$94.7K |
| Kaizen Financial Strategies | $346.1K | 3,387 | 0.14% | 23q | -41.8%-$248.8K |
| Trust Co | $328.5K | 3,215 | 0.03% | 2q | HELD |
| Bank of New Hampshire | $292.0K | 2,858 | 0.06% | 20q | -2.7%-$8.2K |
| GK Wealth Management LLC | $289.6K | 2,834 | 0.16% | 2q | -41.9%-$208.8K |
| AVAII WEALTH MANAGEMENT, LLC | $268.0K | 2,632 | 0.08% | 14q | -1.8%-$4.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $238.8K | 2,337 | 0.03% | 13q | HELD |
| CHAPIN DAVIS, INC. | $228.7K | 2,238 | 0.04% | 15q | HELD |
| Breakwater Capital Group | $210.8K | 2,063 | 0.02% | 16q | -5.3%-$11.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $190.4K | 1,863 | 0.13% | 4q | -10.7%-$22.9K |
| Olistico Wealth, LLC | $107.3K | 1,050 | 0.04% | 4q | HELD |
| EASTERN BANK | $69.6K | 681 | 0.00% | 18q | HELD |
| Rosenberg Matthew Hamilton | $65.0K | 636 | 0.01% | 27q | HELD |
| Paladin Partners, LLC | $55.7K | 545 | 0.03% | 2q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $33.1K | 324 | 0.00% | 16q | +1.2% |
| MassMutual Private Wealth & Trust, FSB | $26.6K | 260 | 0.00% | 32q | HELD |
| Bangor Savings Bank | $24.4K | 239 | 0.00% | 28q | HELD |
| Investors Research Corp | $16.7K | 163 | 0.00% | 30q | HELD |
| Bank & Trust Co | $6.6K | 65 | 0.00% | 10q | HELD |
| Noble Wealth Management PBC | $1.1K | 11 | 0.00% | 5q | -47.6%-$1.0K |
| ELEVATION WEALTH PARTNERS, LLC | $614 | 6 | 0.00% | new | NEW |
| CX Institutional | $4 | 43 | 0.00% | 7q | -12.2% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 6.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $191.3M | 1,872,006 | 1 | 14 | 22 | 0.0% |
| Q2 2026 | 1,137 | $43.7B | 312,780,446 | 96 | 415 | 354 | 21.9% |
| Q1 2026 | 1,114 | $48.2B | 321,278,420 | 85 | 420 | 360 | 27.1% |
| Q4 2025 | 1,158 | $39.6B | 280,380,634 | 108 | 426 | 335 | 22.0% |
| Q3 2025 | 1,066 | $40.1B | 271,135,808 | 89 | 405 | 344 | 24.8% |
| Q2 2025 | 1,067 | $35.8B | 268,069,391 | 91 | 326 | 397 | 18.0% |
| Q1 2025 | 1,057 | $35.5B | 258,246,976 | 72 | 355 | 380 | 21.0% |
| Q4 2024 | 1,104 | $172.7B | 1,554,484,797 | 82 | 348 | 376 | 3.9% |
| Q3 2024 | 1,067 | $188.7B | 1,596,152,559 | 108 | 388 | 337 | 4.4% |
| Q2 2024 | 1,026 | $250.0B | 2,258,827,800 | 72 | 326 | 399 | 3.2% |
| Q1 2024 | 1,073 | $40.6B | 295,686,796 | 85 | 353 | 423 | 20.8% |
| Q4 2023 | 1,120 | $41.6B | 303,522,603 | 107 | 406 | 370 | 19.3% |
| Q3 2023 | 1,046 | $34.1B | 298,228,288 | 119 | 356 | 361 | 10.7% |
| Q2 2023 | 1,025 | $36.1B | 293,455,890 | 88 | 343 | 345 | 12.2% |
| Q1 2023 | 1,022 | $41.4B | 297,901,834 | 106 | 315 | 395 | 21.8% |
| Q4 2022 | 1,032 | $36.9B | 316,785,260 | 123 | 279 | 403 | 9.6% |
| Q3 2022 | 997 | $38.1B | 289,552,176 | 107 | 314 | 369 | 22.2% |
| Q2 2022 | 1,020 | $37.0B | 267,714,848 | 96 | 253 | 469 | 20.4% |
| Q1 2022 | 1,093 | $48.3B | 270,572,076 | 100 | 263 | 471 | 32.3% |
| Q4 2021 | 1,143 | $42.5B | 267,519,727 | 99 | 347 | 367 | 16.6% |
| Q3 2021 | 1,053 | $42.3B | 281,499,588 | 63 | 382 | 352 | 11.2% |
| Q2 2021 | 1,074 | $104.8B | 709,497,831 | 85 | 350 | 425 | 9.0% |
| Q1 2021 | 1,096 | $53.9B | 321,780,040 | 59 | 349 | 470 | 22.3% |
| Q4 2020 | 1,171 | $63.3B | 379,235,409 | 96 | 427 | 327 | 17.2% |
| Q3 2020 | 1,053 | $58.2B | 347,881,510 | 80 | 469 | 282 | 19.5% |
| Q2 2020 | 1,038 | $46.5B | 325,510,147 | 186 | 412 | 247 | 5.9% |
| Q1 2020 | 938 | $38.5B | 266,524,612 | 122 | 292 | 369 | 14.6% |
| Q4 2019 | 945 | $33.4B | 229,770,987 | 99 | 292 | 293 | 12.0% |
| Q3 2019 | 837 | $32.1B | 229,451,238 | 77 | 279 | 300 | 8.8% |
| Q2 2019 | 820 | $34.8B | 257,153,955 | 95 | 317 | 256 | 8.2% |
| Q1 2019 | 782 | $29.2B | 226,931,138 | 77 | 234 | 288 | 7.4% |
| Q4 2018 | 760 | $26.3B | 210,351,294 | 5 | 12 | 20 | 9.5% |