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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
BALLAST ADVISORS LLC134$14.3K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.131$14.1K0.01%+213F-HRTimeline
Global Financial Private Client, LLC129$13.8K0.01%013F-HRTimeline
NFSG Corp126$13.5K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC123$13.2K<0.01%-59013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …122$13K<0.01%-1213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…122$13K0.01%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.119$12.8K0.01%013F-HRTimeline
GAMMA Investing LLC119$12.7K<0.01%new13F-HRTimeline
Collier Financial118$12.7K0.01%13F-HRTimeline
Stephens Consulting, LLC118$12.6K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.118$12.6K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC117$12.4K<0.01%+213F-HRTimeline
AllSquare Wealth Management LLC116$12.4K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.110$11.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank110$11.8K0.01%013F-HRTimeline
Realta Investment Advisors104$11.1K<0.01%-1113F-HRTimeline
Decker Retirement Planning Inc.103$11K0.01%13F-HRTimeline
Community Bank, N.A.100$10.7K<0.01%-7013F-HRTimeline
Reyes Financial Architecture, Inc.91$9.72K0.01%13F-HRTimeline
JCIC Asset Management Inc.85$9.08K<0.01%013F-HRTimeline
Granite Investment Partners, LLC85$9.08K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC84$8.97K0.01%-10013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC76$8.59K<0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp75$8.01K<0.01%+3013F-HRTimeline
Householder Group Estate & Retirement S…80$8K0.01%-1,89713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC69$7.37K<0.01%013F-HRTimeline
Bank & Trust Co65$6.95K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.60$6.41K<0.01%013F-HRTimeline
Graney & King, LLC55$5.88K<0.01%13F-HRTimeline
Wagner Wealth Management, LLC54$5.74K<0.01%-21013F-HRTimeline
FAS Wealth Partners, Inc.53$5.64K<0.01%+113F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC52$5.56K0.01%013F-HRTimeline
Synergy Investment Management, LLC52$5.56K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.51$5.45K0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC50$5.34K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC47$5.02K<0.01%013F-HRTimeline
Rakuten Securities, Inc.47$5.02K<0.01%+4313F-HRTimeline
Richard W. Paul & Associates, LLC39$4.17K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC38$4.06K<0.01%13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…37$3.95K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.35$3.8K0.35%-40,21913F-HRTimeline
Atlantic Private Wealth, LLC35$3.7K<0.01%+113F-HRTimeline
Spectrum Wealth Counsel, LLC32$3.42K<0.01%-3513F-HRTimeline
OARSMAN CAPITAL, INC.30$3.21K<0.01%-22613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC30$3.21K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC30$3.21K0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL24$2.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC24$2.58K<0.01%-37513F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.46K<0.01%013F-HRTimeline
Bullock Wealth Management Group21$2.24K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST20$2.14K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC20$2.14K<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA18$1.94K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC18$1.94K<0.01%-7413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$1.94K<0.01%-7413F-HRTimelineGroup
MGB Wealth Management, LLC17$1.85K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust17$1.82K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…17$1.82K<0.01%13F-HR/ATimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.16$1.71K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14$1.5K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC11$1.18K<0.01%013F-HRTimeline
High Note Wealth, LLC9$1.01K<0.01%new13F-HRTimeline
GoalVest Advisory LLC7$748<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.4$428<0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.4$427<0.01%new13F-HRTimeline
MTM Investment Management, LLC4$427<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1$66<0.01%013F-HRTimeline
Northwest Capital Management Inc0$46<0.01%-47013F-HRTimelineAmount filed as zero, left out of ratios.
Bradley & Co. Private Wealth Management…0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co1,315,703$141B-32,14813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.