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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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,595$2.09M0.05%+50313F-HRTimelineGroup
FineMark National Bank & Trust19,453$2.08M0.07%+5,54613F-HRTimeline
Arcataur Capital Management LLC19,345$2.07M0.7%-3013F-HRTimeline
Mandatum Life Insurance Co Ltd19,063$2.04M0.6%+5913F-HRTimeline
ARRIEN INVESTMENTS, INC.18,744$2.02M1.44%+6,35813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/18,743$2M0.11%-22,48513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.18,141$1.94M0.01%-11,90713F-HRTimeline
Clarus Wealth Advisors18,378$1.93M0.96%+1,34413F-HRTimeline
Foundations Investment Advisors, LLC17,908$1.91M0.04%+2,57213F-HRTimeline
Berkeley Capital Partners, LLC17,799$1.9M0.53%+7013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,749$1.9M0.08%+1413F-HRTimelineGroup
King Wealth Management Group17,624$1.88M0.27%-8413F-HRTimeline
LexAurum Advisors, LLC17,451$1.86M0.37%+21913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,444$1.86M0.3%-48913F-HRTimeline
CHOREO, LLC17,375$1.86M0.03%-34413F-HRTimeline
ShoreHaven Wealth Partners, LLC17,107$1.83M0.86%-4,98413F-HRTimeline
Ballast, Inc.16,952$1.81M0.52%+1,13613F-HRTimeline
Coordinated Financial Services, Inc.16,842$1.8M1.4%13F-HRTimeline
SONATA CAPITAL GROUP INC16,829$1.8M0.74%-1413F-HRTimeline
Aurora Private Wealth, Inc.16,825$1.8M1.35%-2,86813F-HRTimeline
Copia Wealth Management16,809$1.8M1.71%13F-HRTimeline
BCWM, LLC16,767$1.79M0.64%13F-HRTimeline
Investment Advisory Group, LLC16,752$1.79M0.6%-1,80213F-HRTimeline
Financial Advocates Investment Manageme…16,726$1.79M0.1%-1,67013F-HRTimeline
NWAM LLC16,681$1.78M0.11%+2,55713F-HRTimeline
Keystone Wealth Services, LLC16,425$1.75M0.46%+2,57613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,415$1.75M<0.01%-3,04213F-HRTimelineGroup
Sovran Advisors, LLC16,655$1.75M0.25%13F-HRTimeline
Allie Family Office LLC15,909$1.7M0.94%+88413F-HRTimeline
WEDBUSH SECURITIES INC15,893$1.7M0.06%-2,21013F-HRTimeline
Prospera Financial Services Inc15,753$1.68M0.04%+8,55513F-HRTimeline
SIMPLEX TRADING, LLC15,382$1.64M0.05%new13F-HRTimeline
SeaCrest Wealth Management, LLC15,325$1.64M0.17%-95413F-HRTimeline
Crabel Capital Management, LLC15,131$1.62M5.25%-35,35813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.6M0.03%-1,80013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,949$1.6M0.09%+14,40313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC14,933$1.6M0.29%new13F-HRTimeline
Mesirow Financial Investment Management…14,737$1.57M0.03%+6613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,716$1.57M0.01%-15813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,644$1.56M0.05%+5313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,530$1.55M0.04%-95313F-HRTimelineGroup
UMB Bank, n.a.14,525$1.55M0.02%-2,95313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,515$1.55M<0.01%new13F-HRTimelineGroup
Freedom Financial Partners LLC14,502$1.55M0.75%13F-HRTimeline
SteelPeak Wealth, LLC14,442$1.54M0.06%+2,61013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,442$1.54M<0.01%-3,341,75813F-HRTimelineGroup
Broyhill Asset Management, LLC14,422$1.54M1.36%13F-HRTimeline
Center For Asset Management LLC14,397$1.54M1%-13,83813F-HRTimeline
Chesley Taft & Associates LLC14,383$1.54M0.07%+12513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,191$1.52M0.02%-1,44913F-HRTimelineGroup
Worth Financial Advisory Group, LLC14,146$1.51M0.93%-23013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd14,027$1.5M0.03%-3,26913F-HRTimelineGroup
Forefront Wealth Partners, LLC14,007$1.5M1.11%13F-HRTimeline
Farringdon Capital, Ltd.13,963$1.49M0.62%13F-HRTimeline
GRIES FINANCIAL LLC13,855$1.48M0.26%+37813F-HRTimeline
EQ LLC13,778$1.47M0.69%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …13,758$1.47M0.21%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,671$1.46M0.08%+7,17413F-HR/ATimelineGroup
GWN SECURITIES INC.13,594$1.45M0.39%13F-HRTimeline
Farther Finance Advisors, LLC13,563$1.45M0.05%-1,73213F-HRTimeline
VestGen Investment Management13,551$1.45M0.4%-2,96913F-HRTimeline
Financial Sense Advisors, Inc.13,539$1.45M0.49%-87013F-HRTimeline
Sunbelt Securities, Inc.13,485$1.44M0.13%-4,23713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,520$1.44M0.12%new13F-HRTimelineGroup
Uptown Financial Advisors LLC13,328$1.42M1.54%13F-HRTimeline
Icon Wealth Advisors, LLC13,135$1.4M0.12%+2,34413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,992$1.39M0.72%-1413F-HRTimeline
Running Point Capital Advisors, LLC12,982$1.39M0.48%+1,45813F-HRTimeline
CMG Global Holdings, LLC12,941$1.39M0.76%-3913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,835$1.38M0.77%-17513F-HRTimeline
BLAIR WILLIAM & CO/IL12,768$1.36M<0.01%-23,41513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP12,945$1.36M0.24%-3,31813F-HRTimeline
High Falls Advisors, Inc12,708$1.36M0.31%-79613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,692$1.36M0.52%+63413F-HRTimeline
Bay Capital Advisors, LLC12,643$1.35M1.09%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,558$1.34M0.1%+56413F-HRTimelineGroup
Arrow Investment Advisors, LLC11,860$1.34M1.25%013F-HRTimeline
FIDUCIENT ADVISORS LLC12,528$1.34M0.17%+69013F-HRTimeline
IFP Advisors, Inc12,303$1.31M0.04%-91013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,233$1.31M0.01%-16,45713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,232$1.31M0.1%+5,37313F-HRTimeline
Root Financial Partners, LLC12,193$1.3M0.16%+9,52013F-HRTimeline
Perennial Investment Advisors, LLC12,111$1.29M0.15%+2,10513F-HRTimeline
SignalPoint Asset Management, LLC12,105$1.29M0.31%-4,33513F-HRTimeline
Claro Advisors Inc.12,088$1.29M0.17%-5,45113F-HRTimeline
TFB Advisors LLC12,066$1.29M0.37%-2,35313F-HRTimeline
HANCOCK WHITNEY CORP12,038$1.29M0.04%+3,08813F-HRTimeline
J.W. COLE ADVISORS, INC.12,029$1.29M0.05%-47713F-HRTimeline
GC Wealth Management RIA, LLC12,022$1.28M0.23%-1,14813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,008$1.28M0.05%-5413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department11,961$1.28M0.95%13F-HRTimelineGroup
JB Capital LLC11,804$1.26M0.07%+2,91913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,757$1.26M0.12%-1,74013F-HR/ATimeline
Disciplined Investments, LLC11,743$1.25M0.62%+1,16213F-HRTimeline
Proquility Private Wealth Partners, LLC11,673$1.25M0.4%-3,46813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,666$1.25M0.07%+88813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,645$1.24M0.1%+5,10613F-HRTimeline
Diversified Enterprises, LLC11,639$1.24M0.12%+1,14513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,631$1.24M<0.01%-221,11213F-HRTimelineGroup
D.A. DAVIDSON & CO.11,578$1.24M0.01%+30113F-HRTimeline
Riggs Asset Managment Co. Inc.11,459$1.23M0.33%+95213F-HRTimeline
World Investment Advisors11,479$1.23M0.03%+313F-HRTimeline
Stonebridge Financial Planning Group, L…11,472$1.23M0.55%-86613F-HRTimeline
WealthShield Partners, LLC11,443$1.22M0.17%+1,93913F-HRTimeline
VAN STRUM & TOWNE INC.11,427$1.22M0.45%-60713F-HRTimeline
Laurel Wealth Advisors LLC11,361$1.21M0.19%-15013F-HRTimeline
Arrowroot Family Office, LLC11,360$1.21M0.63%+60813F-HRTimeline
Quadrant Private Wealth Management, LLC11,333$1.21M0.3%+10113F-HRTimeline
Family Capital Management, Inc.11,267$1.2M0.73%-1,50713F-HRTimeline
EP Wealth Advisors, LLC11,260$1.2M0.01%+7,51913F-HRTimeline
Thrive Capital Management, LLC11,222$1.2M0.55%-3,86313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,043$1.18M0.1%-20,19113F-HR/ATimeline
GM Advisory Group, LLC11,042$1.18M0.07%+9,16013F-HRTimeline
Magnus Financial Group LLC10,864$1.16M0.11%+78313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,760$1.15M0.03%+6013F-HRTimeline
Cambridge Advisors Inc.10,710$1.14M0.26%013F-HRTimeline
Smartleaf Asset Management LLC10,678$1.14M0.12%-36213F-HRTimeline
Global Trust Asset Management, LLC10,702$1.14M0.43%-1,84813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,665$1.14M0.01%-3,22813F-HRTimelineGroup
Sincerus Advisory, LLC10,597$1.13M1.21%13F-HRTimeline
Global Retirement Partners, LLC10,592$1.13M0.03%+71113F-HRTimeline
Neumann Capital Management, LLC10,416$1.11M0.37%+62113F-HRTimeline
Optivise Advisory Services LLC10,210$1.09M0.59%-49613F-HRTimeline
BLB&B Advisors, LLC10,029$1.07M0.05%-14913F-HRTimeline
Cascade Financial Partners, LLC10,015$1.07M0.14%013F-HRTimeline
NORDEN GROUP LLC9,977$1.07M0.12%-3,58213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.9,947$1.06M0.97%+1,23713F-HRTimeline
Roger Wittlin Investment Advisory, LLC9,927$1.06M0.59%-85513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.9,913$1.06M0.71%+3,34413F-HRTimeline
EASTERN BANK9,689$1.04M0.02%-4,10713F-HRTimeline
Indiana Trust & Investment Management Co9,660$1.03M0.35%-21013F-HRTimeline
Ledyard National Bank9,644$1.03M0.1%-8813F-HRTimeline
Curtis Advisory Group, LLC9,604$1.03M0.27%+79413F-HRTimeline
Acropolis Investment Management, LLC9,585$1.02M0.06%new13F-HRTimeline
Etesian Wealth Advisors, Inc.9,571$1.02M0.45%-19913F-HRTimeline
GeoWealth Management, LLC9,559$1.02M0.03%-47913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,667$1.02M-251,518Timeline
B. Riley Wealth Advisors, Inc.9,535$1.02M0.03%+1,23113F-HRTimeline
Founders Financial Alliance, LLC9,457$1.01M0.28%-7513F-HRTimeline
Rathbones Group PLC9,431$1.01M<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC9,328$997K0.12%+12913F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,184$981K0.19%-18813F-HRTimeline
Bellecapital International Ltd.9,173$980K0.17%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,094$972K0.36%+17113F-HRTimeline
Wealthspire Advisors, LLC9,043$966K0.01%+3,77213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,935$955K0.2%new13F-HRTimeline
Focus Financial Network, Inc.8,910$952K0.04%-32513F-HRTimeline
Camarda Financial Advisors, LLC8,868$948K0.36%+61713F-HRTimeline
Waverly Advisors, LLC8,845$945K0.01%+3,88413F-HRTimeline
PRIVATE TRUST CO NA8,775$938K0.1%-1,06913F-HRTimeline
Montecito Bank & Trust8,724$932K0.16%-1,37813F-HRTimeline
Engineers Gate Manager LP8,554$914K0.02%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC8,544$913K0.05%new13F-HRTimeline
PFG Advisors8,517$910K0.06%-8,54713F-HRTimeline
FreeGulliver LLC8,460$904K0.47%new13F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,450$903K0.29%-4713F-HRTimeline
Compagnie Lombard Odier SCmA8,380$895K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,357$893K0.04%-2,88513F-HRTimeline
Koshinski Asset Management, Inc.8,343$891K0.08%-66413F-HRTimeline
AssuredPartners Investment Advisors, LLC8,313$888K0.17%13F-HRTimeline
Life Planning Partners, Inc8,228$879K0.81%+55013F-HR/ATimeline
EPIQ Capital Group, LLC8,210$877K0.23%+11613F-HRTimeline
David J Yvars Group8,204$877K0.53%+14513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,128$868K<0.01%+1,12813F-HRTimelineGroup
Tempus Wealth Planning, LLC8,088$864K0.26%+77513F-HRTimeline
Strategic Blueprint, LLC8,068$862K0.05%+79713F-HRTimeline
Omega Financial Group, LLC8,035$858K0.32%-27813F-HRTimeline
Moors & Cabot, Inc.8,018$857K0.04%+33613F-HRTimeline
INVESTMENT HOUSE LLC7,965$851K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,948$849K0.06%+3813F-HRTimeline
Texas Bank & Trust Co7,782$831K0.34%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,700$823K0.01%013F-HRTimelineGroup
True Freedom Investing, LLC7,666$819K0.36%13F-HRTimeline
Merit Financial Group, LLC7,631$815K0.01%-1,18213F-HRTimeline
Kaizen Financial Strategies7,619$814K0.46%-30813F-HRTimeline
Csenge Advisory Group7,606$813K0.04%-42813F-HRTimeline
Wealth Advisory Solutions, LLC7,506$802K0.22%+6413F-HRTimeline
MCDONALD PARTNERS LLC7,500$801K0.2%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC7,423$793K0.84%13F-HRTimeline
Ridgewood Investments LLC7,411$792K0.38%-1,26913F-HRTimeline
Castleview Partners, LLC7,406$791K0.43%-63413F-HR/ATimeline
Oxinas Partners, LLC7,388$789K0.46%-38313F-HRTimeline
Intergy Private Wealth, LLC7,360$786K0.29%+63913F-HRTimeline
Winthrop Advisory Group LLC7,357$786K0.09%-2,20413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,328$783K0.16%new13F-HRTimeline
Savvy Advisors, Inc.7,255$775K0.09%+51813F-HRTimeline
RDA Financial Network7,213$771K0.22%+81613F-HRTimeline
Rockingstone Advisors LLC7,213$771K0.34%+1,71113F-HRTimeline
Midwest Professional Planners, LTD.7,201$769K0.23%-14313F-HRTimeline
Per Stirling Capital Management, LLC.7,182$767K0.11%-2713F-HRTimeline
GLOBALT Investments LLC / GA7,178$767K0.03%+54013F-HRTimeline
Everstar Asset Management, LLC7,145$763K0.54%-17013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,119$761K0.09%-11113F-HRTimeline
Parallel Advisors, LLC7,097$758K0.02%-3,74713F-HRTimeline
GK Wealth Management LLC7,081$757K0.96%13F-HRTimeline
Clarendon Private LLC7,041$752K0.79%13F-HRTimeline
Main Street Financial Solutions, LLC7,029$751K0.07%-21613F-HRTimeline
WEALTHGARDEN F.S. LLC6,997$748K0.7%-56213F-HRTimeline
Mount Lucas Management LP6,983$746K0.26%+30213F-HRTimeline
Ausdal Financial Partners, Inc.6,981$746K0.06%+2,55413F-HRTimeline