Vault-13

ISHARES TR LQDW

INVT GRD CORP BD · ETP · CUSIP 46436E288

34 institutional holders +6 vs Q1 2025
2,099,4472.1m shares reported held*
$53.6mreported value*
8 new 12 added 9 reduced 2 sold out net bought ≈ $8.5m (+331.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.51.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 5Q4 22: 7Q1 23: 11Q2 23: 17Q3 23: 26Q4 23: 22Q1 24: 25Q2 24: 27Q3 24: 24Q4 24: 28Q1 25: 28Q2 25: 3434Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20225
Q4 20227
Q1 202311
Q2 202317
Q3 202326
Q4 202322
Q1 202425
Q2 202427
Q3 202424
Q4 202428
Q1 202528
Q2 202534

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 21 bought or addedQ3 23: 4 cut or sold outQ4 23: 15 bought or addedQ4 23: 14 cut or sold outQ4 23Q1 24: 15 bought or addedQ1 24: 11 cut or sold outQ2 24: 14 bought or addedQ2 24: 15 cut or sold outQ2 24Q3 24: 14 bought or addedQ3 24: 10 cut or sold outQ4 24: 14 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 5 cut or sold outQ2 25: 20 bought or addedQ2 25: 11 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023214
Q4 20231514
Q1 20241511
Q2 20241415
Q3 20241410
Q4 20241410
Q1 2025195
Q2 20252011

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +184,240+184.2k
BANK OF AMERICA CORP /DE/ Added +144,238+144.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +69,058+69.1k
LPL Financial LLC Added +62,347+62.3k
OLD MISSION CAPITAL LLC New +30,403+30.4k
STIFEL FINANCIAL CORP Added +19,229+19.2k
Kingsview Wealth Management, LLC New +17,881+17.9k
RAYMOND JAMES FINANCIAL INC Added +17,402+17.4k
MML INVESTORS SERVICES, LLC New +11,889+11.9k
BlackRock, Inc. New +10,976+11.0k

Biggest sellers

Prime Capital Investment Advisors, LLC Reduced -251,381-251.4k
NAPA WEALTH MANAGEMENT Reduced -3,437-3.4k
Steward Partners Investment Advisory, LLC Sold out -3,380-3.4k
ROYAL BANK OF CANADA Reduced -1,632-1.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -909-909
WealthShield Partners, LLC Reduced -769-769
JONES FINANCIAL COMPANIES LLLP Sold out -528-528
MORGAN STANLEY Reduced -327-327
Ascentis Independent Advisors Reduced -190-190
Lloyd Advisory Services, LLC. Reduced -82-82

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 622,830622.8k $15.9m $15.9m 0.00% Added +144.2k +144,238
2 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 315,920315.9k $8.1m $8.1m 0.11% Reduced -251.4k -251,381
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 250,622250.6k $6.4m $6.4m 0.00% Added +17.4k +17,402
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 195,613195.6k $5.0m $5.0m 0.01% Added +184.2k +184,240
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,462105.5k $2.7m $2.7m 0.00% Added +62.3k +62,347
6 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 102,139102.1k $2.6m $2.6m 0.00% Added +19.2k +19,229
7 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 80,76880.8k $2.1m $2.1m 0.01% Added +1.5k +1,502
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 69,05869.1k $1.7m $1.7m 0.00% New
9 NAPA WEALTH MANAGEMENT 0.60% of their portfolio Napa, CA 48,78348.8k $1.2m $1.2m 0.60% Reduced -3.4k -3,437
10 Ascentis Independent Advisors 0.20% of their portfolio DALLAS, TX 41,48941.5k $1.1m $1.1m 0.20% Reduced -190 -190
11 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 30,40330.4k $775.9k $775.9k 0.02% New
12 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 27,50027.5k $701.8k $701.8k 0.08% Added +3.5k +3,500
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,86326.9k $685.5k $685.5k 0.00% Added +9.3k +9,329
14 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,13722.1k $564.9k $564.9k 0.00% Added +1.1k +1,102
15 WealthShield Partners, LLC 0.06% of their portfolio CARY, NC 19,64619.6k $501.4k $501.4k 0.06% Reduced -769 -769
16 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 17,88117.9k $456.3k $456.3k 0.01% New
17 Lloyd Advisory Services, LLC. 0.20% of their portfolio SUWANEE, GA 16,41116.4k $418.8k $418.8k 0.20% Reduced -82 -82
18 Coordinated Financial Services, Inc. 0.27% of their portfolio DENVER, CO 15,31415.3k $390.8k $390.8k 0.27% First filing
19 Aurora Private Wealth, Inc. 0.24% of their portfolio ROCKAWAY, NJ 12,55612.6k $320.0k $320.0k 0.24% Reduced -21 -21
20 Comprehensive Financial Consultants Institutional, Inc. 0.10% of their portfolio Bloomington, IN 12,27612.3k $313.3k $313.3k 0.10% Added +194 +194
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,12112.1k $309.3k $309.3k 0.00% Reduced -909 -909
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,88911.9k $303.0k $303.0k 0.00% New
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 10,97611.0k $280.1k $280.1k 0.00% New
24 Investment Partners Asset Management, Inc. 0.16% of their portfolio METUCHEN, NJ 8,9268.9k $227.8k $227.8k 0.16% Unchanged
25 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,7868.8k $224.2k $224.2k 0.01% New
26 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,7508.8k $223.3k $223.3k 0.01% Added +200 +200
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4881.5k $38.0k $38.0k 0.00% Reduced -1.6k -1,632
28 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 884884 $22.6k $22.6k 0.00% Unchanged
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 818818 $20.9k $20.9k 0.00% New
30 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 616616 $15.7k $15.7k 0.01% New
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 426426 $10.9k $10.9k 0.00% Added +426 +426
32 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 9595 $2.4k $2.4k 0.00% Unchanged
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $36 $36 0.00% Reduced -327 -327
34 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged