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Disclosery

LQDW ISHARES TR

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INVT GRD CORP BD (fund)

46 managers (46 13F filers) reported a position in LQDW shares at 2026-03-31, 3,161,141 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
10
Added
18
Reduced
8
Sold out
6
Shares held by filers
3,161,141

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/908,673$22M<0.01%+108,11013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC418,415$10.1M<0.01%+109,59913F-HRTimelineGroup
LPL Financial LLC312,298$7.55M<0.01%+144,46913F-HRTimeline
Sentinel Advisory Group, LLC248,664$6.01M2.93%13F-HRTimeline
Kelly Financial Services LLC176,347$4.27M1.03%new13F-HRTimeline
MATHER GROUP, LLC.168,695$4.08M0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC143,131$3.46M0.04%-177,83313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP132,375$3.2M<0.01%+14,46913F-HRTimelineGroup
Private Advisor Group, LLC99,619$2.41M0.01%-4,44413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC92,297$2.23M0.15%+24,61713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,729$1.06M<0.01%+12,73213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,081$897K<0.01%+24,53813F-HRTimelineGroup
Prosperity Consulting Group, LLC30,855$746K0.03%013F-HRTimeline
SeaCrest Wealth Management, LLC27,500$665K0.07%013F-HRTimeline
WealthShield Partners, LLC25,737$622K0.07%+57313F-HRTimeline
DOVER ADVISORS, LLC24,417$590K0.24%+3,12513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…23,845$577K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,016$552K<0.01%-101,95613F-HRTimeline
Belpointe Asset Management LLC22,199$537K0.02%+6,22513F-HRTimeline
Fortis Capital Advisors, LLC22,199$537K0.07%+6,22513F-HRTimeline
MGO ONE SEVEN LLC18,259$442K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,647$427K<0.01%-3,74313F-HRTimelineGroup
Nicholas Wealth, LLC.17,590$425K0.29%new13F-HRTimeline
Janney Montgomery Scott LLC16,940$410K<0.01%new13F-HRTimeline
Coordinated Financial Services, Inc.16,308$394K0.23%+85213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,853$311K0.01%+2,10313F-HR/ATimeline
PRIVATE TRUST CO NA11,600$287K0.03%013F-HRTimeline
Comprehensive Financial Consultants Ins…11,660$282K0.08%013F-HRTimeline
Cetera Investment Advisers11,368$275K<0.01%+2,98513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,151$270K<0.01%+15713F-HRTimeline
CRA Financial Services, LLC9,219$223K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,000$218K<0.01%-205,26613F-HRTimeline
Avidian Wealth Enterprises, LLC8,786$212K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,000$48.4K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,450$35.1K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC884$21.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC744$18K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…687$16.6K<0.01%013F-HRTimeline
Red Tortoise LLC669$16.2K0.01%+1113F-HRTimeline
Farther Finance Advisors, LLC600$14.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300$7K<0.01%-22613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$3.62K<0.01%+1013F-HRTimelineGroup
Sunbelt Securities, Inc.139$3.36K<0.01%-13913F-HRTimeline
Triumph Capital Management31$750<0.01%+113F-HRTimeline
Destiny Wealth Partners, LLC14$339<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.