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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
City State Bank6,910$738K0.26%013F-HRTimeline
Crestwood Advisors Group, LLC6,899$737K0.01%-31713F-HRTimeline
Axis Wealth Partners, LLC6,881$735K0.62%13F-HRTimeline
Traynor Capital Management, Inc.6,874$734K0.06%-1,44013F-HRTimeline
Arete Wealth Advisors, LLC6,859$733K0.05%-3,01513F-HRTimeline
Trivium Point Advisory, LLC6,742$720K0.09%-71113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,562$701K0.02%-1,10013F-HRTimelineGroup
New Century Financial Group, LLC6,564$700K0.3%-15213F-HRTimeline
Modern Wealth Management, LLC6,509$695K0.03%+2,73213F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,475$692K0.02%-6,52713F-HRTimelineGroup
Summa Corp.6,450$689K0.34%+1,00013F-HRTimeline
Heck Capital Advisors, LLC6,446$689K0.08%+3,13913F-HR/ATimeline
Heritage Trust Co6,402$684K0.08%13F-HRTimeline
PINNACLE ASSOCIATES LTD6,349$678K0.01%+13313F-HRTimeline
10Elms LLP6,251$668K0.69%13F-HRTimeline
Compass Ion Advisors, LLC6,227$665K0.08%-1,76413F-HRTimeline
Gouws Capital LLC6,178$660K0.45%+5013F-HRTimeline
Virtue Capital Management, LLC6,138$656K0.13%+30213F-HRTimeline
JTC Employer Solutions Trustee Ltd6,076$651K0.05%013F-HRTimeline
IPG Investment Advisors LLC6,069$648K0.15%+1,04613F-HRTimeline
International Private Wealth Advisors L…6,059$647K0.64%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,939$635K<0.01%-78613F-HRTimelineGroup
Adaptive Financial Consulting, LLC5,912$632K0.26%+2513F-HRTimeline
Arlington Capital Management, Inc.5,890$629K0.44%-17,74113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,884$629K0.08%-10,22013F-HRTimeline
Lane & Associates LLC5,844$628K0.32%-3,82213F-HRTimeline
Finer Wealth Management, Inc.5,873$627K0.36%new13F-HRTimeline
Proficio Capital Partners LLC5,831$623K0.05%new13F-HR/ATimeline
Snowden Capital Advisors LLC5,823$622K0.02%-21713F-HRTimeline
DOHJ, LLC5,655$604K0.14%+1,66013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,593$598K0.24%+1,50813F-HRTimeline
McAdam, LLC5,586$597K0.03%-79113F-HRTimeline
Fonville Wealth Management LLC5,569$595K0.2%+1013F-HRTimeline
Sharper & Granite LLC5,550$593K0.26%+23013F-HRTimeline
Belpointe Asset Management LLC5,319$590K0.04%-5613F-HRTimeline
Independent Family Office, LLC5,500$588K0.31%-4,93413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,465$584K0.05%-3713F-HRTimeline
Fort Point Capital Partners LLC5,451$582K0.07%-2413F-HRTimeline
Sierra Capital LLC5,450$582K0.07%013F-HRTimeline
Private Portfolio Partners LLC5,371$574K0.11%+5113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,363$573K0.05%new13F-HRTimelineGroup
Simplicity Wealth,LLC5,308$567K0.12%-4,74113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,305$567K0.28%+84813F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,300$566K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,298$566K0.02%-19713F-HR/ATimeline
Shared Vision Wealth Group LLC5,268$563K0.3%-48313F-HRTimeline
Cosner Financial Group, LLC5,245$560K0.36%013F-HRTimeline
Allworth Financial LP5,231$560K<0.01%-2,25213F-HRTimeline
TRUE Private Wealth Advisors5,224$558K0.07%-91013F-HRTimeline
Avantax Planning Partners, Inc.5,193$555K0.02%-45713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,174$553K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC5,172$553K<0.01%-59313F-HRTimeline
Solstein Capital, LLC5,165$552K0.31%013F-HRTimeline
Gradient Capital Advisors, LLC5,115$546K0.18%-213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,870$544K+1,022Timeline
Dorsey Wright & Associates5,092$544K0.13%013F-HRTimeline
RTD Financial Advisors, Inc.5,049$539K0.07%+68813F-HRTimeline
HCR Wealth Advisors5,038$538K0.07%-14813F-HRTimeline
Two West Capital Advisors LLC5,033$538K0.46%-74013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,000$532K0.38%-1,00013F-HRTimeline
Cornerstone Wealth Group, LLC4,975$532K0.04%-56913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,972$531K<0.01%new13F-HRTimelineGroup
ABLE Financial Group, LLC4,967$531K0.16%+813F-HRTimeline
TSA Wealth Managment LLC4,939$528K0.21%-1,08813F-HRTimeline
GROUP ONE TRADING LLC4,915$525K0.02%new13F-HR/ATimeline
M3 Advisory Group, LLC4,865$520K0.37%013F-HRTimeline
Old Mission Investment Co LLC4,842$517K0.15%-2,77513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,827$516K0.1%new13F-HRTimeline
Park Place Capital Corp4,825$516K0.14%-4,85013F-HRTimeline
AlphaMark Advisors, LLC4,791$512K0.22%+77513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,774$510K0.23%-113F-HRTimeline
Gladstone Institutional Advisory LLC4,770$510K0.02%-91413F-HRTimeline
Smallwood Wealth Investment Management,…4,753$508K0.35%-15813F-HRTimeline
BANQUE PICTET & CIE SA4,749$507K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA4,752$501K0.01%-46213F-HRTimelineGroup
Fourth Dimension Wealth, LLC4,670$499K0.26%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,650$497K0.04%-475,50513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,630$495K<0.01%013F-HRTimelineGroup
Forefront Analytics, LLC4,629$495K0.23%-29,93813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,596$492K0.05%+22113F-HRTimeline
J. W. Coons Advisors, LLC4,582$490K0.13%+37513F-HRTimeline
Independence Bank of Kentucky4,554$487K0.07%-62513F-HRTimeline
Palouse Capital Management, Inc.4,531$484K0.32%-62313F-HRTimeline
Portside Wealth Group, LLC4,478$478K0.08%-1,35613F-HR/ATimeline
Atlas Private Wealth Advisors4,462$477K0.07%-2,05013F-HRTimeline
Berger Financial Group, Inc4,416$472K0.03%-1,55813F-HRTimeline
DAVENPORT & Co LLC4,411$471K<0.01%+1,80013F-HRTimeline
Modera Wealth Management, LLC4,393$469K0.01%-54813F-HRTimeline
Investments & Financial Planning, LLC4,365$466K0.29%-1213F-HRTimeline
Peregrine Asset Advisers, Inc.4,357$466K0.17%-53113F-HRTimeline
Wilmington Savings Fund Society, FSB4,308$460K0.01%013F-HRTimeline
HB Wealth Management, LLC4,284$458K<0.01%-41713F-HRTimeline
Kelly Financial Services LLC4,221$456K0.16%new13F-HR/ATimeline
WHITE PINE CAPITAL LLC4,246$454K0.15%013F-HRTimeline
Western Wealth Management, LLC4,230$452K0.03%-26513F-HR/ATimeline
Venture Visionary Partners LLC4,220$451K0.02%+39913F-HR/ATimeline
Performance Wealth Partners, LLC4,149$443K0.01%-41813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,072$435K0.09%+2,01013F-HRTimeline
L.M. KOHN & COMPANY4,056$433K0.11%-1,99713F-HRTimeline
Vermillion & White Wealth Management Gr…4,029$431K0.32%-67713F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,014$429K0.23%-30213F-HRTimeline
Carrera Capital Advisors4,006$428K0.1%+5713F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$427K0.46%13F-HRTimeline
Caitlin John, LLC3,990$426K0.29%+31613F-HRTimeline
Hudson Portfolio Management LLC3,966$424K0.42%013F-HRTimeline
Planned Solutions, Inc.3,942$421K0.17%013F-HRTimeline
FINANCIAL COUNSELORS INC3,935$420K0.01%+24113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,898$416K0.38%13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,843$411K0.15%+5413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,837$410K0.02%+4813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,809$407K0.18%-12913F-HRTimeline
IEQ CAPITAL, LLC3,799$406K<0.01%+23413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,773$403K<0.01%013F-HRTimeline
City Center Advisors, LLC3,772$403K0.45%+13013F-HRTimeline
Peak Financial Management, Inc.3,738$399K0.12%+6413F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,736$399K0.01%+67413F-HRTimeline
IMS Capital Management3,735$399K0.18%013F-HRTimeline
Exchange Bank3,722$398K0.32%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,708$396K0.03%-2,08913F-HRTimeline
Cottage Street Advisors LLC3,692$394K0.21%+16413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,660$393K0.02%+2,66013F-HRTimelineGroup
Advyzon Investment Management, LLC3,672$392K0.15%13F-HRTimeline
Kovack Advisors, Inc.3,667$392K0.04%+21613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,662$391K0.06%+1,91513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,630$388K0.01%013F-HRTimeline
Fortis Capital Management LLC3,626$387K0.07%+42813F-HRTimeline
Caldwell Trust Co3,601$385K0.04%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,585$383K0.01%new13F-HRTimelineGroup
NTV Asset Management LLC3,556$380K0.05%-50013F-HRTimeline
Canvas Wealth Advisors, LLC3,527$377K0.09%-18313F-HRTimeline
Haverford Trust Co3,499$374K<0.01%+5113F-HRTimeline
RENASANT BANK3,495$373K0.24%-4,88913F-HRTimeline
Moser Wealth Advisors, LLC3,490$373K0.19%-47513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,448$368K0.03%-9113F-HRTimeline
Resurgent Financial Advisors LLC3,415$365K0.21%-113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,407$364K<0.01%+58213F-HRTimelineGroup
Mezzasalma Advisors, LLC3,386$362K0.12%new13F-HRTimeline
Waterloo Capital, L.P.3,385$362K0.04%-9,18113F-HRTimeline
SVB WEALTH LLC3,378$361K0.01%new13F-HRTimeline
Independent Wealth Network Inc.3,377$361K0.15%-5513F-HRTimeline
AMERIFLEX GROUP, INC.3,313$356K0.16%13F-HRTimeline
Summit Wealth Partners, LLC3,325$355K0.07%-1,79313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,279$350K0.01%-14,80013F-HRTimeline
Meadow Creek Wealth Advisors LLC3,279$350K0.25%013F-HRTimeline
ProVise Management Group, LLC3,272$350K0.03%+113F-HRTimeline
Avidian Wealth Enterprises, LLC3,266$349K0.02%-15913F-HRTimeline
Capital Investment Advisory Services, L…3,257$348K0.03%+1513F-HRTimeline
Adams Asset Advisors, LLC3,229$345K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,225$345K0.01%-9013F-HRTimeline
Avantra Family Wealth, Inc.3,229$345K0.32%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,221$344K0.29%+39013F-HRTimeline
Detalus Advisors, LLC3,198$342K0.11%+36813F-HRTimeline
CVA Family Office, LLC3,151$337K0.05%+213F-HRTimeline
Maxele Advisors, LLC3,136$335K0.32%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,127$334K0.03%-51213F-HR/ATimelineGroup
AFT, FORSYTH & COMPANY, INC.3,120$333K0.16%-38213F-HRTimeline
Composition Wealth, LLC3,103$332K0.01%-1,07713F-HRTimeline
RMR Capital Management, LLC3,085$330K0.25%new13F-HRTimeline
NAPATREE CAPITAL LLC3,066$328K0.19%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,044$325K0.01%+20813F-HRTimeline
OxenFree Capital LLC2,996$320K0.24%+16913F-HRTimeline
Advus Financial Partners, LLC2,987$319K0.14%-12,50213F-HR/ATimeline
Guardian Partners Inc.3,010$319K0.03%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,984$319K0.36%13F-HRTimeline
Anchor Pointe Wealth Management, LLC2,945$315K0.41%13F-HRTimeline
TFG Advisers LLC2,939$314K0.11%-313F-HRTimeline
Triumph Capital Management2,936$314K0.11%new13F-HRTimeline
Christensen, King & Associates Investme…2,915$312K0.15%+4713F-HRTimeline
Acorn Wealth Advisors, LLC2,907$311K0.13%+1113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,879$308K0.06%-1213F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,868$306K0.03%013F-HRTimeline
Breakwater Capital Group2,843$304K0.06%-9513F-HRTimeline
Gateway Wealth Partners, LLC2,839$303K0.08%+32313F-HRTimeline
ARS Wealth Advisors Group, LLC2,819$301K0.04%-32113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,798$299K0.05%013F-HRTimeline
Exchange Capital Management, Inc.2,746$293K0.05%-4,75213F-HRTimeline
NAPA WEALTH MANAGEMENT2,730$292K0.13%-3,28713F-HRTimeline
CAP Partners, LLC2,697$288K0.2%+13313F-HRTimeline
Geneos Wealth Management Inc.2,679$286K0.01%+22513F-HRTimeline
Empirical Asset Management, LLC2,674$286K0.1%+4813F-HRTimeline
BCS Wealth Management2,665$285K0.07%new13F-HRTimeline
Legacy Edge Advisors, LLC2,657$285K0.05%+4513F-HRTimeline
Saiph Capital, LLC2,657$284K0.13%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,615$279K0.01%-63713F-HRTimelineGroup
BHK Investment Advisors, LLC2,606$278K0.1%+3713F-HRTimeline
Sequoia Financial Advisors, LLC2,605$278K<0.01%+13913F-HR/ATimeline
Reliant Investment Partners, LLC2,601$278K0.25%13F-HRTimeline
Arkadios Wealth Advisors2,593$277K0.02%-1,11613F-HRTimeline
Larson Financial Group LLC2,590$277K0.01%+12513F-HRTimeline
Cascades Capital Asset Management, LLC2,575$275K0.15%new13F-HRTimeline
Tradewinds, LLC.2,563$275K0.08%-1,65013F-HRTimeline
West Wealth Group, LLC2,572$275K0.08%-4213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,558$273K<0.01%new13F-HRTimelineGroup
Fragasso Financial Advisors Inc2,532$271K0.02%+49013F-HRTimeline
Nilsine Partners, LLC2,525$270K0.03%+25013F-HRTimeline
Evercore Wealth Management, LLC2,516$269K<0.01%013F-HRTimeline
Talisman Wealth Advisors LLC11,166$269K0.29%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,513$269K0.04%013F-HRTimeline
Jentner Corp2,500$267K0.08%013F-HRTimeline
Permanens Capital L.P.2,490$266K0.05%new13F-HRTimeline