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Disclosery

LQD ISHARES TR

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SHS (fund)

1,073 managers (1,089 13F filers) reported a position in LQD shares at 2024-12-31, 238,279,145 shares in all. 79 filers opened a position and 107 filers sold out during the quarter.

Managers
1,073
13F filers
1,089
New
79
Added
373
Reduced
393
Sold out
107
Shares held by filers
238,279,145

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SevenBridge Financial Group, LLC87,013$9.34M1.77%-3,29313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC82,874$8.85M0.34%+4,28913F-HRTimeline
Provida Pension Fund Administrator81,800$8.74M0.18%013F-HRTimeline
Bulltick Wealth Management, LLC80,163$8.56M2.02%+6,04013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co80,000$8.55M0.56%+78,10013F-HRTimelineGroup
PINKERTON WEALTH, LLC79,827$8.53M1.24%-9813F-HRTimeline
NATIONAL MUTUAL FUNDS MANAGEMENT LTD79,473$8.49M100%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC78,690$8.41M0.66%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.78,069$8.34M0.05%-2,89313F-HRTimeline
Mariner, LLCin group Mariner, LLC77,999$8.33M0.01%-3,69713F-HRTimelineGroup
Private Advisor Group, LLC77,845$8.32M0.05%-7413F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC77,296$8.26M0.63%-8,16613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP76,607$8.18M0.01%-6,55313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…76,554$8.18M0.11%+41413F-HRTimelineGroup
Axos Invest Inc.76,286$8.15M5.93%+21713F-HRTimeline
Asset Management One Co., Ltd.76,230$8.13M0.03%+48,58013F-HRTimeline
Mutual Advisors, LLC75,325$8.04M0.23%+5,30813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…74,485$7.96M2.89%+2,10613F-HRTimelineGroup
COMERICA BANK73,767$7.88M0.03%-6,28313F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL73,062$7.81M0.08%-31313F-HRTimeline
WBH ADVISORY INC72,873$7.79M0.72%-61313F-HRTimeline
AMJ Financial Wealth Management72,508$7.75M2.15%+49113F-HRTimeline
CASTLEARK MANAGEMENT LLC71,170$7.6M0.27%new13F-HRTimeline
Onyx Bridge Wealth Group LLC70,945$7.58M1.09%+16,58313F-HRTimeline
Heartwood Wealth Advisors LLC70,770$7.56M0.85%+14313F-HRTimeline
Perigon Wealth Management, LLC70,842$7.56M0.19%-7,45413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK70,339$7.52M0.24%+9,95013F-HRTimelineGroup
Signal Advisors Wealth, LLC69,724$7.45M0.84%+35,59813F-HRTimeline
ALLIANCEBERNSTEIN L.P.69,573$7.43M<0.01%-8,22213F-HRTimeline
Wayfinding Financial, LLC69,473$7.42M3.97%new13F-HRTimeline
Integrated Advisors Network LLC68,804$7.35M0.35%-70,60213F-HRTimeline
Janney Montgomery Scott LLC67,383$7.2M0.02%-3,26513F-HRTimeline
Central Pacific Bank - Trust Division67,345$7.2M0.94%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC67,124$7.17M1.58%new13F-HRTimeline
JMAC ENTERPRISES LLC66,010$7.05M1.11%+7,47513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC65,790$7.03M0.26%+3,59913F-HRTimeline
FIRST AMERICAN TRUST, FSB65,042$6.95M0.69%+3,31613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich58,765$6.92M0.02%+3,79613F-HRTimeline
NewEdge Advisors, LLC64,078$6.85M0.04%-50,79013F-HRTimeline
Summit Financial, LLC63,407$6.77M0.24%+1,48313F-HRTimeline
EFG Private Wealth Management (Americas…63,060$6.74M1.31%+1,27613F-HRTimeline
TOWNSQUARE CAPITAL LLC62,177$6.64M0.07%-15,22513F-HRTimeline
Compound Planning, Inc.61,697$6.59M0.33%+2,17713F-HRTimeline
RWA WEALTH PARTNERS, LLC61,680$6.59M0.08%-104,87213F-HRTimeline
Welch & Forbes LLC61,641$6.59M0.08%-7,86013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.61,546$6.58M0.02%+69213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…60,816$6.5M0.13%+58,99513F-HRTimelineGroup
Balefire, LLC60,688$6.48M2.22%-8,07213F-HRTimeline
Chesapeake Wealth Management60,077$6.42M2.2%+3,22213F-HRTimeline
AOZORA BANK, LTD.60,000$6.41M6.83%013F-HRTimeline
Pinnacle Financial Partners Inc57,744$6.41M0.13%-2,35213F-HRTimeline
CONDOR CAPITAL MANAGEMENT59,848$6.39M0.56%+2,28213F-HRTimeline
Vestmark Advisory Solutions, Inc.59,669$6.38M0.22%-18513F-HRTimeline
PAYDEN & RYGEL59,502$6.36M0.55%-399,67113F-HRTimeline
Clearstead Advisors, LLC59,283$6.33M0.1%-6,60713F-HRTimeline
Rothschild Wealth LLC59,059$6.31M1.85%+9,70213F-HRTimeline
Providence Capital Advisors, LLC58,858$6.29M1.28%+97613F-HRTimeline
NVWM, LLC58,346$6.23M1.57%+2013F-HRTimeline
Strong Tower Advisory Services58,327$6.23M1.63%-21,58613F-HRTimeline
Modus Advisors, LLC58,202$6.22M1.95%+1,50813F-HRTimeline
Evelyn Partners Investment Management (…56,788$6.07M2.21%13F-HRTimeline
1832 Asset Management L.P.56,533$6.04M0.01%-18,50213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,083$5.99M0.01%-2,85713F-HRTimeline
Aptus Capital Advisors, LLC55,727$5.95M0.07%+49,09013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC56,455$5.95M1.3%-33813F-HRTimeline
Idaho Trust Co55,417$5.92M2.98%+22,16713F-HRTimeline
Midwest Financial Group LLC54,075$5.78M3.32%-25013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding53,648$5.73M+1,986Timeline
Madrid Financial Services52,824$5.64M4.48%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,227$5.58M<0.01%-2,90113F-HRTimelineGroup
Capital Investment Advisors, LLC51,192$5.47M0.11%+5913F-HRTimeline
Fairvoy Private Wealth, LLC50,157$5.36M1.43%13F-HRTimeline
Foguth Wealth Management, LLC.48,157$5.16M1.35%+13,88513F-HRTimeline
Alliance Wealth Management Group48,061$5.13M1.37%+16,99613F-HRTimeline
Red Wave Investments LLC47,826$5.11M1.79%-2,91513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO47,247$5.05M0.09%+2,62013F-HRTimeline
SAX WEALTH ADVISORS, LLC46,639$4.98M0.39%+2,42613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT46,552$4.97M0.33%-78313F-HRTimelineGroup
Plan Group Financial, LLC46,313$4.95M2.61%+90513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…45,979$4.91M0.25%-7,47013F-HRTimeline
J.Safra Asset Management Corp44,851$4.8M0.39%-12,91113F-HRTimeline
Freedom Investment Management, Inc.44,633$4.77M0.4%-1,61013F-HRTimeline
CW Advisors, LLC44,237$4.73M0.06%+4,88513F-HRTimeline
Graypoint LLC44,057$4.71M0.28%+9,84113F-HRTimeline
CoreCap Advisors, LLC44,014$4.7M0.21%-5,74313F-HRTimeline
Clear Creek Financial Management, LLC43,016$4.6M0.5%+97313F-HRTimeline
OneDigital Investment Advisors LLC42,478$4.54M0.05%+4,79513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC41,735$4.46M0.15%-5713F-HRTimeline
Turn8 Private Wealth Inc.40,620$4.34M3.09%13F-HRTimeline
NorthCoast Asset Management LLC40,214$4.3M0.02%-18,97713F-HR/ATimeline
LMR Partners LLPin group LMR Partners LLP40,000$4.27M0.07%-100,00013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,866$4.26M0.04%-48513F-HRTimelineGroup
TD Asset Management Inc39,795$4.25M<0.01%-67,52113F-HRTimeline
Pines Wealth Management, LLC39,899$4.21M1.83%13F-HRTimeline
PKS Advisory Services, LLC39,156$4.18M1.05%13F-HRTimeline
INNEALTA CAPITAL, LLC38,453$4.11M2%-17,43513F-HRTimeline
Roberts Financial Services LLC38,283$4.09M0.77%-68413F-HRTimeline
Cornerstone Management, Inc.38,178$4.08M0.79%+2,91913F-HRTimeline
NewEdge Wealth, LLC38,135$4.07M0.07%-4613F-HRTimeline
RFG Advisory, LLC37,877$4.05M0.11%-46713F-HRTimeline
Evolution Wealth Advisors, LLC37,829$4.04M0.68%-1,58513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.37,740$4.03M3.69%13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…37,500$4.01M0.02%+90013F-HRTimelineGroup
Full Sail Capital, LLC37,294$3.98M0.25%-37013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.36,883$3.94M0.47%+15,66513F-HRTimeline
BURNS J W & CO INC/NY36,752$3.93M0.5%+7,89013F-HRTimeline
Partners Value Investments L.P.36,515$3.9M0.04%013F-HRTimeline
&PARTNERS36,536$3.88M0.05%+28,19413F-HRTimeline
Bishop & Co Investment Management, LLC35,171$3.76M1.43%-3,45813F-HRTimeline
AMG National Trust Bank35,029$3.74M0.1%+1,59013F-HRTimeline
Lionsbridge Wealth Management LLC34,876$3.73M3.13%-1,35613F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding34,595$3.7M+12,479Timeline
Heritage Wealth Management, Inc. /CA/34,458$3.68M3.14%+1,37613F-HRTimeline
CAMDEN NATIONAL BANK34,308$3.67M0.55%+5,41713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sowell Financial Services LLC34,038$3.64M0.19%-2,17813F-HRTimeline
SBI Securities Co., Ltd.33,834$3.61M0.11%13F-HRTimeline
Lantern Wealth Advisors, LLC33,388$3.57M2.32%+2,66013F-HRTimeline
Independent Solutions Wealth Management…33,367$3.56M0.78%-9,15613F-HRTimeline
TME FINANCIAL, INC.31,426$3.55M3.32%13F-HRTimeline
CWM, LLCin group CWM, LLC33,218$3.55M0.01%+1,11813F-HRTimelineGroup
Advisory Services Network, LLC33,060$3.53M0.07%+1,59813F-HRTimeline
Joseph P. Lucia & Associates, LLC33,017$3.53M1.57%+5,27613F-HRTimeline
Herold Advisors, Inc.32,984$3.52M0.77%+2,10913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.32,956$3.52M0.22%-3,59613F-HRTimelineGroup
LWM ADVISORS INC32,821$3.51M3.52%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,571$3.48M0.31%-97713F-HRTimeline
OLD MISSION CAPITAL LLC31,551$3.37M0.08%-199,36313F-HRTimeline
Farrell Financial LLC31,495$3.36M2.41%-31313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC31,346$3.35M0.1%-1,25013F-HRTimeline
Beacon Pointe Advisors, LLC30,599$3.27M0.04%-7,68213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,541$3.26M<0.01%+13,61913F-HRTimelineGroup
Horizon Investments, LLC29,939$3.19M0.09%-35813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK29,699$3.17M0.02%-15013F-HRTimelineGroup
Union Bancaire Privee, UBP SA30,208$3.16M0.06%13F-HR/ATimeline
Frank, Rimerman Advisors LLC29,313$3.13M0.23%+1,11713F-HRTimeline
Invst, LLC29,191$3.12M0.38%-182,38613F-HRTimeline
Mokosak Advisory Group, LLC29,068$3.11M0.93%+89213F-HRTimeline
Spectrum Strategic Capital Management, …28,879$3.09M1.94%+12,25913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28,687$3.06M0.3%-2,64613F-HRTimelineGroup
CV Advisors LLC28,540$3.05M1.06%+19,45013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,446$3.04M0.01%-14,54813F-HRTimelineGroup
Orion Porfolio Solutions, LLC28,147$3.01M0.03%+9,05313F-HRTimeline
Orion Portfolio Solutions, LLC28,147$3.01M0.03%+9,05313F-HRTimeline
Steward Partners Investment Advisory, L…27,943$2.99M0.03%+4,30513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,915$2.98M0.02%-2,00513F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.27,859$2.98M0.65%-1,04313F-HRTimeline
Keel Point, LLC27,626$2.95M0.24%-3,32613F-HRTimeline
Elm Partners Management LLC27,577$2.95M0.2%013F-HRTimeline
Eukles Asset Management27,395$2.93M1.25%+89913F-HRTimeline
MIdWestOne Financial Group, Inc.26,885$2.87M0.4%+1,82613F-HRTimeline
Crews Bank & Trust26,806$2.86M0.48%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC26,782$2.86M0.02%-1,05213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC26,420$2.82M0.29%+3,63913F-HRTimeline
Sharkey, Howes & Javer26,232$2.8M0.39%-22113F-HRTimeline
Flagship Private Wealth, LLC26,231$2.8M1.35%-10,85713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,201$2.8M0.29%+1,36613F-HRTimeline
Ironwood Financial, llc26,029$2.78M0.58%-58813F-HRTimeline
Alliance Wealth Advisors, LLC /UT26,013$2.78M0.72%-5,94113F-HRTimeline
MMA ASSET MANAGEMENT LLC25,949$2.77M1.21%-30,72113F-HRTimeline
COREPATH WEALTH PARTNERS LLC26,226$2.76M2.69%+77213F-HRTimeline
SIG BROKERAGE, LP25,783$2.75M1.29%13F-HRTimeline
SYNTAX RESEARCH, INC.25,365$2.71M1.94%-4,40413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.25,194$2.69M1.41%-50513F-HRTimeline
Baker Avenue Asset Management, LP25,103$2.68M0.08%+1,93913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.25,081$2.68M0.09%new13F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV25,028$2.67M1.54%+14,55813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.67M0.46%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,882$2.66M0.08%-2,09513F-HRTimelineGroup
MGO ONE SEVEN LLC24,868$2.66M0.1%+2,42113F-HRTimeline
Integrated Wealth Concepts LLC24,771$2.65M0.03%-1,30513F-HRTimeline
One Wealth Advisors, LLC24,742$2.64M0.39%-1,13213F-HRTimeline
KG Capital Management24,668$2.64M0.85%+1,21813F-HRTimeline
VIAWEALTH, LLC24,448$2.61M1.58%013F-HRTimeline
Argyle Capital Partners, LLC24,342$2.6M2.23%13F-HRTimeline
DUNCKER STREETT & CO INC24,292$2.6M0.48%-1,98613F-HRTimeline
Avior Wealth Management, LLC23,651$2.53M0.09%+6,67813F-HRTimeline
Note Advisors, LLC23,570$2.52M2.23%13F-HRTimeline
TT Capital Management LLC23,455$2.5M2%13F-HRTimeline
Warwick Investment Management, Inc.22,639$2.42M0.5%-5,53613F-HRTimeline
AE Wealth Management LLC22,509$2.4M0.02%+2,98513F-HRTimeline
Alpha Wealth Funds, LLC22,485$2.4M2.51%13F-HRTimeline
Pacifica Partners Inc.22,402$2.39M1.03%+1,03713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP22,066$2.36M0.22%+3,69013F-HRTimelineGroup
Jacobi Capital Management LLC21,917$2.34M0.17%+75413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,850$2.33M<0.01%-75,00013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV21,533$2.3M0.83%+2,53313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC21,535$2.3M1.94%+1,36713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,291$2.27M1.57%+37513F-HRTimeline
Roundview Capital LLC20,852$2.23M0.16%-1,38013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd20,781$2.22M0.2%+1,36713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources20,768$2.22M<0.01%-70913F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC20,759$2.22M0.68%+20713F-HRTimeline
AGILIS PARTNERS LLC20,759$2.22M0.67%+1,54513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD20,735$2.22M0.01%-472,30013F-HRTimelineGroup
Headlands Technologies LLC20,632$2.2M0.22%new13F-HRTimeline
Saxony Capital Management, LLC20,481$2.19M1.93%+3,58013F-HRTimeline
CVFG LLC20,218$2.16M1.97%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC20,018$2.14M0.53%+1,80013F-HRTimelineGroup
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…19,876$2.12M0.25%013F-HR/ATimelineGroup
Van Hulzen Asset Management, LLC19,744$2.11M0.15%-1,21213F-HRTimeline