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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 2025-03-31, 1,768,483 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
15
Reduced
1
Sold out
4
Shares held by filers
1,768,483

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
Prime Capital Investment Advisors, LLC567,301$14.9M0.17%+309,71913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/478,592$12.6M<0.01%+118,50613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,220$6.13M<0.01%+29,49313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,910$2.18M<0.01%+1,55313F-HRTimelineGroup
Private Advisor Group, LLC79,266$2.08M0.01%+26,10613F-HRTimeline
NAPA WEALTH MANAGEMENT52,220$1.37M0.77%+4,90813F-HRTimeline
LPL Financial LLC43,115$1.13M<0.01%+13,62113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,679$1.1M0.22%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC24,000$631K0.07%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,035$553K<0.01%+5,00013F-HRTimelineGroup
WealthShield Partners, LLC20,415$537K0.07%+41813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,534$461K<0.01%+10,67313F-HRTimelineGroup
Lloyd Advisory Services, LLC.16,493$434K0.22%+14513F-HRTimeline
Coordinated Financial Services, Inc./CO15,830$416K0.32%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,030$343K<0.01%-99,53913F-HRTimelineGroup
Aurora Private Wealth, Inc.12,577$331K0.26%013F-HR/ATimeline
Comprehensive Financial Consultants Ins…12,082$318K0.11%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,373$299K<0.01%+29513F-HRTimeline
Investment Partners Asset Management, I…8,926$235K0.18%+38013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,550$225K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,380$88.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,120$82K<0.01%+2,59413F-HR/ATimelineGroup
Aptus Capital Advisors, LLC884$23.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP528$13.9K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY328$8.63K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$2.49K<0.01%+2413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.