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Disclosery

LQDW ISHARES TR

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INVT GRD CORP BD (fund)

35 managers (35 13F filers) reported a position in LQDW shares at 2025-09-30, 2,307,966 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
16
Reduced
6
Sold out
4
Shares held by filers
2,307,966

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/682,930$17.3M<0.01%+60,10013F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC335,819$8.49M0.11%+19,89913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC296,743$7.5M<0.01%+46,12113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC201,570$5.09M0.01%+5,95713F-HRTimeline
LPL Financial LLC123,443$3.12M<0.01%+17,98113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,033$3.01M<0.01%+50,97513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP112,429$2.84M<0.01%+10,29013F-HRTimelineGroup
Private Advisor Group, LLC73,967$1.87M0.01%-6,80113F-HRTimeline
NAPA WEALTH MANAGEMENT63,511$1.6M0.75%+14,72813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…39,191$990K0.17%-2,29813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,249$866K<0.01%+7,38613F-HRTimelineGroup
SeaCrest Wealth Management, LLC27,500$691K0.07%013F-HRTimeline
Prosperity Consulting Group, LLC25,418$642K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,050$633K<0.01%+2,91313F-HRTimelineGroup
DOVER ADVISORS, LLC20,769$525K0.21%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,544$469K<0.01%+7,56813F-HRTimelineGroup
Lloyd Advisory Services, LLC.18,052$456K0.21%+1,64113F-HRTimeline
WealthShield Partners, LLC17,577$444K0.05%-2,06913F-HRTimeline
Comprehensive Financial Consultants Ins…12,276$310K0.1%013F-HRTimeline
Coordinated Financial Services, Inc.10,257$259K0.17%-5,05713F-HRTimeline
Investment Partners Asset Management, I…8,926$226K0.15%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,786$222K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,550$216K0.01%-20013F-HRTimeline
Triumph Capital Management7,968$201K0.05%new13F-HR/ATimeline
PRIVATE TRUST CO NA5,600$142K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,612$117K<0.01%+3,79413F-HRTimeline
Advisory Services Network, LLC900$22.7K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC884$22.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA803$20K<0.01%+5913F-HRTimelineGroup
Red Tortoise LLC630$15.9K0.01%+1413F-HRTimeline
Farther Finance Advisors, LLC600$15.2K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.278$7.02K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$2.52K<0.01%+513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-42613F-HRTimelineGroupAmount filed as zero, left out of ratios.