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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
CERTIOR FINANCIAL GROUP, LLC2,487$266K0.24%13F-HRTimeline
Sandhill Capital Partners LLC2,476$265K0.02%+2213F-HRTimeline
First Horizon Advisors, Inc.2,471$264K0.01%-37813F-HRTimeline
Walker Asset Management, LLC2,463$263K0.16%+2713F-HRTimeline
Wealth Quarterback LLC2,455$262K0.12%-30413F-HRTimeline
BLALOCK WILLIAMS, LLC2,454$262K0.31%13F-HRTimeline
Horst & Graben Wealth Management LLC2,446$261K0.05%-54413F-HRTimeline
Federation des caisses Desjardins du Qu…2,438$260K<0.01%+113F-HRTimeline
Cyndeo Wealth Partners, LLC2,415$258K0.02%+113F-HRTimeline
Naviter Wealth, LLC2,414$258K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,414$258K0.08%+1,54213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Invesco Ltd.in group Invesco Ltd.2,407$257K<0.01%-10,00913F-HRTimelineGroup
WEALTH EFFECTS LLC2,405$257K0.09%+5713F-HRTimeline
Apexium Financial, LP2,360$252K0.02%-47813F-HRTimeline
TigerOak Management, L.L.C.2,330$249K0.09%13F-HRTimeline
CHAPIN DAVIS, INC.2,199$248K0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,317$248K0.01%+98813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,308$247K0.07%013F-HRTimeline
Wheelhouse Advisory Group LLC2,298$246K0.15%-39813F-HRTimeline
Robertson Stephens Wealth Management, L…2,294$245K0.01%+1213F-HRTimeline
Aquire Wealth Advisors, LLC2,281$244K0.08%-76613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,280$244K<0.01%013F-HRTimelineGroup
PFG Investments, LLC2,268$242K0.02%+14613F-HRTimeline
American Trust2,232$238K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,221$237K<0.01%-6613F-HRTimelineGroup
Red Spruce Capital, LLC2,207$236K0.1%-8013F-HRTimeline
Texas Yale Capital Corp.2,205$236K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,175$232K0.02%013F-HRTimeline
Rehmann Capital Advisory Group2,171$232K0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,160$231K0.01%-29613F-HRTimeline
Three Seasons Wealth, LLC2,126$227K0.11%new13F-HRTimeline
Alteri Wealth LLC2,125$227K0.06%13F-HRTimeline
EHRLICH FINANCIAL GROUP2,125$227K0.16%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,125$227K0.04%+2413F-HRTimelineGroup
Harvest Investment Services, LLC2,123$227K0.06%new13F-HRTimeline
Wick Capital Partners, LLC2,123$227K0.07%013F-HR/ATimeline
Hoxton Planning & Management, LLC2,113$226K0.09%+7913F-HRTimeline
Concorde Asset Management, LLC2,105$225K0.12%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,100$224K<0.01%013F-HRTimelineGroup
Members Advisory Group LLC1,912$220K0.09%-203,95513F-HRTimeline
OBSIDIAN CIO, LLC2,058$220K0.04%+24813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,054$219K0.18%13F-HRTimeline
CITY HOLDING CO2,054$219K0.03%-28013F-HRTimeline
SOA Wealth Advisors, LLC.2,051$219K0.04%+2713F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.2,037$218K0.1%013F-HRTimeline
Vista Cima Wealth Management LLC2,036$218K0.23%13F-HRTimeline
Powell Investment Advisors, LLC2,030$217K0.1%+2913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,005$215K0.01%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,000$214K<0.01%-15013F-HRTimeline
Security Financial Services, INC.1,988$212K0.04%-99513F-HRTimeline
RiverGlades Family Offices LLC1,986$212K0.15%-34013F-HRTimeline
Golden State Wealth Management, LLC1,979$211K0.03%13F-HRTimeline
CIBC WORLD MARKET INC.1,964$210K<0.01%new13F-HRTimeline
Global Assets Advisory, LLC1,958$209K0.12%-2,91313F-HRTimeline
Key Financial Inc1,952$209K0.05%013F-HRTimeline
Comprehensive Money Management Services…1,950$208K0.17%13F-HRTimeline
Addison Capital Co1,944$208K0.08%-1,19113F-HRTimeline
1ST SOURCE BANK1,938$207K0.01%-88213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,934$207K<0.01%-713F-HRTimelineGroup
Consolidated Portfolio Review Corp1,927$206K0.03%-11113F-HRTimeline
Brendel Financial Advisors LLC1,910$204K0.12%new13F-HRTimeline
Hudock, Inc.1,908$204K0.04%new13F-HRTimeline
Bank Pictet & Cie (Europe) AG1,907$204K<0.01%new13F-HR/ATimeline
Finley Financial, LLC1,900$202K0.11%13F-HRTimeline
Advisory Alpha, LLC1,888$202K0.01%-44713F-HRTimeline
Procyon Advisors, LLC1,883$201K0.01%+1713F-HRTimeline
CNB Bank1,867$199K0.09%-15713F-HRTimeline
Peoples Bank/KS1,865$199K0.14%-2,28513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,863$199K<0.01%-9013F-HR/ATimeline
Coppell Advisory Solutions LLC1,849$198K0.03%+57913F-HRTimeline
Continuum Advisory, LLC1,832$196K0.03%-11413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,820$194K0.01%-1,00013F-HRTimeline
Advisors Asset Management, Inc.1,814$194K<0.01%-1,03013F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC1,797$192K0.02%+413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,695$182K0.13%-24013F-HRTimeline
Bank of New Hampshire1,661$177K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.1,621$173K0.06%+78513F-HRTimeline
Hexagon Capital Partners LLC1,599$171K0.03%-27313F-HRTimeline
Bellwether Advisors, LLC1,512$162K0.03%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,488$159K0.8%new13F-HRTimeline
Ameliora Wealth Management Ltd.1,475$158K0.06%new13F-HRTimeline
Blue Trust, Inc.1,462$156K<0.01%+39013F-HR/ATimeline
LEE DANNER & BASS INC1,425$152K0.01%new13F-HRTimeline
Templeton & Phillips Capital Management…1,416$151K0.12%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,397$149K0.01%-2,85513F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,280$137K0.03%013F-HRTimeline
NorthRock Partners, LLC1,277$136K<0.01%-74713F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,228$131K<0.01%-24713F-HRTimeline
ADIRONDACK TRUST CO1,138$122K0.05%+42413F-HRTimeline
WHITTIER TRUST CO1,123$120K<0.01%013F-HRTimeline
TSFG, LLC1,113$119K0.02%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,085$116K0.01%+54313F-HRTimeline
Murphy & Mullick Capital Management Corp1,066$114K0.1%13F-HRTimeline
Rosenberg Matthew Hamilton1,053$113K0.03%-1513F-HRTimeline
Olistico Wealth, LLC1,050$112K0.07%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,032$110K0.03%+3213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,000$107K0.02%+9013F-HRTimeline
LGT Financial Advisors LLC973$104K0.23%-20313F-HRTimeline
AlphaCentric Advisors LLC971$104K0.1%+7313F-HRTimeline
WEBSTER BANK, N. A.967$103K0.01%013F-HRTimeline
Covestor Ltd961$103K0.06%+6913F-HRTimeline
Financial Freedom, LLC934$99.8K0.05%+1313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC931$99.4K0.01%+11613F-HRTimeline
Sachetta, LLC916$97.9K0.04%+313F-HRTimeline
Sound Income Strategies, LLC915$97.8K0.01%-5713F-HRTimeline
Rialto Wealth Management, LLC900$96.2K0.03%13F-HRTimeline
Front Row Advisors LLC888$94.9K0.03%+7113F-HRTimeline
Park Square Financial Group, LLC855$91.3K0.06%13F-HRTimeline
Main Street Group, LTD840$89.7K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…837$89.4K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC800$85.5K<0.01%013F-HRTimeline
Kepos Capital LPin group Kepos Capital LP800$85K0.07%-4,90013F-HRTimelineGroup
BARRETT & COMPANY, INC.778$83.1K0.04%013F-HRTimeline
WR Wealth Planners, LLC770$82.3K0.03%-1,06413F-HRTimeline
Quent Capital, LLC742$79.3K0.01%+27713F-HRTimeline
Register Financial Advisors LLC739$79K0.04%013F-HRTimeline
PSI Advisors, LLC705$75.3K0.02%+52013F-HRTimeline
Transce3nd, LLC688$73.5K0.02%13F-HRTimeline
Venturi Wealth Management, LLC681$72.7K<0.01%-913F-HRTimeline
North Star Investment Management Corp.674$72K0.01%-27313F-HRTimeline
MRP Capital Investments, LLC650$69.4K0.06%new13F-HRTimeline
Beacon Capital Management, LLC624$66.7K0.01%+313F-HRTimeline
Financial Network Wealth Advisors LLC601$64.2K0.12%-26213F-HRTimeline
NWK Group, Inc.589$62.9K0.02%+3113F-HRTimeline
Centerpoint Advisors, LLC581$62K0.02%+5113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.580$62K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kohmann Bosshard Financial Services, LLC575$61.4K0.01%new13F-HRTimeline
UNION SAVINGS BANK569$60.8K0.03%013F-HRTimeline
Security National Bank560$59.8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC545$58.2K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC536$57.3K0.03%13F-HRTimeline
Mechanics Financial Corp531$56.7K0.03%013F-HRTimeline
Activest Wealth Management527$56.3K0.02%013F-HRTimeline
Raleigh Capital Management Inc.502$53.6K0.02%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC500$53.4K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.500$53.4K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC486$51.9K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…483$51.6K<0.01%+33213F-HRTimelineGroup
Lavaca Capital LLC481$51.4K0.02%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV463$49.5K0.02%-2213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.427$45.6K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC425$45.4K0.01%+613F-HRTimeline
Tidemark, LLC421$45K0.02%013F-HRTimeline
Mascoma Wealth Management LLC420$44.9K0.01%013F-HRTimeline
Smithfield Trust Co397$43K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc394$42.1K<0.01%013F-HRTimeline
Hemington Wealth Management378$40K0.01%013F-HRTimeline
Signature Resources Capital Management,…368$39.3K0.04%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC367$39.3K0.02%013F-HRTimeline
CENTRAL TRUST Co367$39.2K<0.01%-4313F-HRTimeline
Pineridge Advisors LLC366$39.1K0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.361$38.6K0.04%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC348$37.2K0.01%-513F-HRTimeline
Avion Wealth354$37K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC336$35.9K<0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.326$35K<0.01%+31313F-HRTimelineGroup
MATHER GROUP, LLC.325$34.7K<0.01%-15013F-HRTimeline
Gould Capital, LLC304$32.5K0.02%013F-HRTimeline
Biltmore Family Office, LLC300$32.1K0.01%new13F-HRTimeline
Friedenthal Financial289$30.9K0.02%+1213F-HRTimeline
ORG Partners LLC277$30.4K<0.01%-4013F-HRTimeline
OAKWORTH CAPITAL, INC.278$29.7K<0.01%-4113F-HRTimeline
Luminist Capital LLC275$29.4K0.05%13F-HRTimeline
MONTAG A & ASSOCIATES INC275$29.4K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd272$29.1K0.01%13F-HRTimelineGroup
Sandy Spring Bank271$29K<0.01%-12813F-HRTimeline
Pacific Center for Financial Services265$28.3K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC263$28.1K0.02%013F-HRTimeline
ATWOOD & PALMER INC257$27.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC248$26.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB247$26.4K<0.01%-6313F-HRTimeline
TD Capital Management LLC240$25.6K<0.01%013F-HRTimeline
Investors Research Corp238$25.4K0.01%013F-HRTimeline
Bangor Savings Bank225$24K<0.01%013F-HRTimeline
Matrix Trust Co223$24K<0.01%013F-HRTimeline
Silicon Valley Capital Partners222$23.8K<0.01%+313F-HRTimeline
Anchor Investment Management, LLC216$23.1K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC216$23.1K0.01%+6613F-HRTimeline
Element Wealth, LLC211$22.6K0.01%-42613F-HRTimeline
Vermillion Wealth Management, Inc.211$22.5K0.01%13F-HRTimeline
PITTENGER & ANDERSON INC210$22.4K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC207$22.1K0.01%013F-HRTimeline
Citizens National Bank Trust Department200$21.4K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$21.4K<0.01%-62,73313F-HRTimeline
EPG Wealth Management LLC197$21K0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT200$21K<0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.195$20.8K0.01%013F-HRTimeline
Nemes Rush Group LLC192$20.5K<0.01%-19013F-HRTimeline
Cornerstone Planning Group LLC187$20.2K<0.01%-2113F-HRTimeline
WINTRUST INVESTMENTS LLC195$20K0.02%-10313F-HRTimeline
United Community Bankin group United Community Bank181$19.3K0.01%-9613F-HRTimelineGroup
Hurley Capital, LLC175$18.7K0.01%13F-HRTimeline
Darwin Wealth Management, LLC172$18.4K0.01%013F-HR/ATimeline
Operose Advisors LLC165$17.7K0.01%+213F-HRTimeline
Pflug Koory, LLC164$17.5K0.01%013F-HRTimeline
SRH ADVISORS, LLC160$17.1K0.01%013F-HRTimeline
Transcendent Capital Group LLC155$16.6K0.01%013F-HRTimeline
Kennebec Savings Bank156$16.4K0.02%013F-HRTimeline
Winch Advisory Services, LLC150$16K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$16K0.01%013F-HRTimeline