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LQDW ISHARES TR

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INVT GRD CORP BD (fund)

28 managers (28 13F filers) reported a position in LQDW shares at 2024-12-31, 1,403,767 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
7
Added
7
Reduced
7
Sold out
3
Shares held by filers
1,403,767

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/360,086$9.46M<0.01%+117,51313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC257,582$6.77M0.1%-66013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,727$5.35M<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,569$2.96M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,357$2.14M<0.01%+3,85713F-HRTimelineGroup
Kelly Financial Services LLC79,535$2.09M0.75%-19,31013F-HR/ATimeline
Private Advisor Group, LLC53,160$1.4M0.01%+16,50613F-HRTimeline
NAPA WEALTH MANAGEMENT47,312$1.24M0.54%+10,71113F-HRTimeline
LPL Financial LLC29,494$775K<0.01%-83413F-HRTimeline
SeaCrest Wealth Management, LLC24,000$630K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,736$571K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC19,997$525K0.07%new13F-HRTimeline
Lloyd Advisory Services, LLC.16,348$429K0.2%+24913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,035$421K<0.01%+4,29913F-HRTimelineGroup
Coordinated Financial Services, Inc.15,780$415K0.32%13F-HRTimeline
Aurora Private Wealth, Inc.12,577$330K0.25%new13F-HRTimeline
Comprehensive Financial Consultants Ins…12,082$317K0.12%-81213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,078$291K<0.01%-5,26313F-HRTimeline
Investment Partners Asset Management, I…8,546$225K0.18%new13F-HRTimeline
Triumph Capital Management8,079$212K0.07%-4,32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,861$180K<0.01%+6,42313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,380$88.8K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC884$23.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC637$16.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526$14K<0.01%-4913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY328$8.63K<0.01%013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71$1.87K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.