Skip to content

LQD ISHARES TR

Follow

SHS (fund)

1,029 managers (1,044 13F filers) reported a position in LQD shares at 2025-03-31, 257,069,597 shares in all. 69 filers opened a position and 106 filers sold out during the quarter.

Managers
1,029
13F filers
1,044
New
69
Added
383
Reduced
396
Sold out
106
Shares held by filers
257,069,597

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Synergy Investment Management, LLC52$5.65K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.51$5.54K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.22K<0.01%-6213F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…45$4.89K<0.01%+813F-HRTimeline
Holos Integrated Wealth LLC38$4.13K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC35$3.79K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC32$3.48K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC30$3.26K<0.01%013F-HRTimeline
NFSG Corp26$2.83K<0.01%-10013F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$2.67K<0.01%+113F-HRTimeline
Innovative Advisory Group, LLC24$2.61K<0.01%+413F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.5K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST20$2.17K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2K<0.01%013F-HRTimeline
MGB Wealth Management, LLC17$1.89K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust17$1.85K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.17$1.85K<0.01%-3013F-HRTimelineGroup
Catherine Avery Investment Management L…17$1.85K<0.01%013F-HRTimeline
Robinswood Financial LLC13$1.41K<0.01%new13F-HRTimeline
CX Institutional6$1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC4$435<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2$217<0.01%-4513F-HRTimeline
High Note Wealth, LLC0$52<0.01%-913F-HRTimelineAmount filed as zero, left out of ratios.
Northwest Capital Management Inc0$47<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Stone House Investment Management, LLC0$21<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-111,94913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
COHEN & STEERS, INC.in group COHEN & STEERS, INC.0$00%-32613F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bradley & Co. Private Wealth Management…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.