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Disclosery

IQLT ISHARES TR

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MSCI INTL QUALTY (fund)

515 managers (521 13F filers) reported a position in IQLT shares at 2024-12-31, 190,553,582 shares in all. 39 filers opened a position and 50 filers sold out during the quarter.

Managers
515
13F filers
521
New
39
Added
223
Reduced
141
Sold out
50
Shares held by filers
190,553,582

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
Advisory Services Network, LLC71,488$2.65M0.05%+23,75813F-HRTimeline
Edge Financial Advisors LLC71,476$2.65M2.37%+13,17113F-HRTimeline
HOWE & RUSLING INC71,378$2.65M0.23%-10,31913F-HRTimeline
Kraft, Davis & Associates, LLC66,898$2.65M0.76%+7,64613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.71,035$2.64M0.13%+18,21713F-HRTimeline
Snider Financial Group68,789$2.55M0.79%-99,65113F-HRTimeline
Harbor Group, Inc.68,596$2.55M0.57%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC64,872$2.51M0.65%-61,25613F-HR/ATimeline
SFI Advisors, LLC67,326$2.5M1.75%+2,89013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC66,986$2.49M0.43%+2,51613F-HRTimeline
Herold Advisors, Inc.66,971$2.49M0.54%+85513F-HRTimeline
Lantern Wealth Advisors, LLC66,534$2.47M1.6%+64513F-HRTimeline
Sigma Planning Corp65,675$2.44M0.08%-20,89513F-HRTimeline
Scarborough Advisors, LLC65,381$2.43M0.34%-288,08313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO65,036$2.41M0.04%-3,61313F-HRTimeline
Wingate Wealth Advisors, Inc.64,851$2.41M2.36%13F-HRTimeline
Shum Financial Group, Inc.64,209$2.38M2.06%+1,14813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC64,070$2.38M0.05%-1,77613F-HRTimeline
Councilor Wealth, LLC63,403$2.35M1.12%+12,28013F-HRTimeline
MGO ONE SEVEN LLC62,168$2.31M0.09%-35,13013F-HRTimeline
CENTAURUS FINANCIAL, INC.62,051$2.3M0.14%+14,91813F-HRTimeline
SAX WEALTH ADVISORS, LLC61,994$2.3M0.18%-11,56713F-HRTimeline
Federation des caisses Desjardins du Qu…61,900$2.3M0.01%+49,02013F-HRTimeline
Magnolia Private Wealth, LLC61,476$2.28M2.03%13F-HRTimeline
Wealthspire Advisors, LLC61,246$2.27M0.02%-3,98013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,158$2.23M0.01%-1,85013F-HRTimeline
Professional Financial Advisors, LLC59,161$2.2M0.56%+6,22413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC57,974$2.15M1.61%+6,39413F-HRTimeline
Opes Wealth Management LLC56,401$2.09M0.43%+1,07813F-HRTimeline
My Personal CFO, LLC55,200$2.05M1.05%+9,27213F-HRTimeline
Glass Jacobson Investment Advisors llc54,273$2.01M0.66%-3,19413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MFA Wealth Services54,194$2.01M1.61%13F-HRTimeline
COMERICA BANK53,415$1.98M0.01%-132,00613F-HR/ATimeline
OMNI 360 Wealth, Inc.51,805$1.92M1.28%-55813F-HR/ATimeline
G&S Capital LLC51,784$1.92M0.79%+8,01313F-HRTimeline
RFG Advisory, LLC50,195$1.86M0.05%+1,51013F-HRTimeline
Clark Capital Management Group, Inc.50,193$1.86M0.01%-1,60913F-HRTimeline
Savvy Advisors, Inc.50,149$1.86M0.22%new13F-HRTimeline
DURANTE & WATERS, LLC50,138$1.86M1.54%+8,28913F-HRTimeline
Blue Chip Partners, LLC49,656$1.84M0.16%-499,25713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,088$1.82M0.1%+81813F-HRTimeline
Montis Financial, LLC48,674$1.81M0.56%new13F-HRTimeline
Chicago Partners Investment Group LLC47,975$1.8M0.06%+25713F-HRTimeline
Avestar Capital, LLC48,364$1.8M0.16%-3,36813F-HRTimeline
Tradition Wealth Management, LLC47,353$1.76M0.15%-2,17613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS46,679$1.73M0.07%new13F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC45,256$1.68M0.12%+67913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC44,867$1.67M0.27%+1,14213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,683$1.66M+4,698Timeline
Nova R Wealth, Inc.44,667$1.66M0.84%-16513F-HRTimeline
Beacon Financial Advisory LLC44,664$1.66M0.54%+83313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC44,595$1.66M0.07%+2,20413F-HRTimelineGroup
SlateStone Wealth, LLC42,711$1.58M0.16%-1,99313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…42,251$1.57M0.16%+14,98213F-HRTimeline
Leo Wealth, LLC41,686$1.55M0.14%-4,80313F-HRTimeline
Mattson Financial Services, LLC37,111$1.54M0.49%-84713F-HRTimeline
SHUFRO ROSE & CO LLC41,321$1.53M0.12%+4,34213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,253$1.49M0.11%-68013F-HRTimeline
Betterment LLC38,777$1.44M<0.01%+27713F-HRTimeline
GREENWOOD GEARHART LLC38,533$1.43M0.1%new13F-HRTimeline
CoreCap Advisors, LLC38,378$1.42M0.06%+70413F-HRTimeline
Creative Planningin group Creative Planning36,882$1.37M<0.01%+4,85913F-HRTimelineGroup
Forefront Wealth Partners, LLC36,817$1.37M1.02%13F-HRTimeline
Cyr Financial Inc.36,741$1.36M1.24%-133,45213F-HRTimeline
Triad Wealth Partners, LLC36,061$1.34M0.48%-75,30513F-HRTimeline
Berger Financial Group, Inc35,660$1.32M0.09%+3,73313F-HRTimeline
IFP Advisors, Inc34,829$1.29M0.04%-15,22313F-HRTimeline
Southland Equity Partners LLC34,597$1.28M0.3%+1,46613F-HRTimeline
Orion Porfolio Solutions, LLC34,094$1.27M0.01%+7,71713F-HRTimeline
Orion Portfolio Solutions, LLC34,094$1.27M0.01%+7,71713F-HRTimeline
Cornerstone Financial Group, LLC /NE/33,975$1.26M1.24%13F-HRTimeline
Rockingstone Advisors LLC33,590$1.25M0.55%+10,36513F-HRTimeline
Integrated Advisors Network LLC33,280$1.24M0.06%-10913F-HRTimeline
Yoder Wealth Management, Inc.32,864$1.22M0.67%-21213F-HRTimeline
Thrive Capital Management, LLC32,668$1.21M0.56%-11,11713F-HRTimeline
Rollins Financial Advisors, LLC31,362$1.16M0.18%-5,56713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…31,260$1.16M0.49%13F-HRTimeline
GHP Investment Advisors, Inc.30,897$1.15M0.05%-8,50313F-HRTimeline
Global Retirement Partners, LLC30,627$1.14M0.03%-23213F-HRTimeline
Allworth Financial LP29,243$1.13M0.01%-7,85313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC30,222$1.12M0.95%+43113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,558$1.1M0.03%+54913F-HRTimelineGroup
L & S Advisors Inc29,234$1.09M0.12%-7,19313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,055$1.08M0.02%new13F-HRTimelineGroup
Wealthfront Advisers LLC29,031$1.08M<0.01%+6,99713F-HR/ATimeline
Parkside Financial Bank & Trust28,922$1.07M0.14%new13F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding27,988$1.04MnewTimeline
Arkadios Wealth Advisors27,816$1.03M0.06%+7,56813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…26,295$1.01M0.06%+1,28513F-HRTimeline
TME FINANCIAL, INC.23,990$995K0.93%13F-HRTimeline
Fort Sheridan Advisors LLC26,571$986K0.14%-48213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,522$984K<0.01%-46313F-HRTimelineGroup
MBL Wealth, LLC26,485$983K0.1%-1,40713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC26,456$982K0.11%+6,63313F-HRTimeline
Wells Financial Advisors INC26,112$969K1.32%-4,51013F-HRTimeline
Trust Co25,810$958K0.11%+1,79313F-HRTimeline
Annex Advisory Services, LLC25,617$951K0.03%-4,55313F-HRTimeline
HARBOUR INVESTMENTS, INC.24,986$927K0.03%+38013F-HRTimeline
EWA, LLC24,705$917K0.34%-15,84313F-HRTimeline
TWO SIGMA SECURITIES, LLC23,097$857K0.16%+10,63913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,600$839K<0.01%+8,70013F-HRTimeline
Belpointe Asset Management LLC20,230$834K0.05%-84013F-HRTimeline
TD Waterhouse Canada Inc.22,450$833K0.01%013F-HRTimeline
Capasso Planning Partners LLC22,169$823K0.33%-15,72413F-HRTimeline
Gryphon Financial Partners LLC22,169$823K0.12%+2,06713F-HRTimeline
Wealth Group Ltd21,869$812K0.23%-8,50713F-HRTimeline
OLD MISSION CAPITAL LLC21,719$806K0.02%new13F-HRTimeline
Pathway Financial Advisors LLC21,103$783K0.18%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,938$777K<0.01%new13F-HRTimeline
HB Wealth Management, LLC20,362$756K0.01%+16813F-HRTimeline
Firestone Capital Management20,311$754K0.19%-4,53413F-HRTimeline
PATRON PARTNERS, LLC20,257$752K0.41%-1,47013F-HRTimeline
Modera Wealth Management, LLC20,201$750K0.01%+5,93413F-HRTimeline
Pasadena Private Wealth, LLC20,076$745K0.15%+2,58113F-HRTimeline
EWG Elevate Inc.19,949$741K0.23%+5,55113F-HRTimeline
Capital Advisors, Ltd. LLC19,718$732K0.09%-23013F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,015$705K0.27%13F-HRTimeline
Redwood Financial Network Corp18,741$696K0.52%+15113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH18,559$689K0.2%013F-HRTimeline
Visionary Wealth Advisors18,369$682K0.04%+2,18013F-HRTimeline
UNIQUE WEALTH, LLC18,233$677K0.14%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.17,923$665K0.03%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC17,688$657K0.33%new13F-HRTimeline
PFG Investments, LLC17,595$653K0.04%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,199$638K<0.01%-7,40613F-HRTimelineGroup
LANDAAS & CO /WI /ADV16,896$627K0.17%-2,27913F-HRTimeline
Hoese & Co LLP16,586$615K0.53%-6,51313F-HRTimeline
Steward Partners Investment Advisory, L…16,477$612K0.01%+1,47213F-HRTimeline
Ausdal Financial Partners, Inc.16,270$604K0.05%+20113F-HRTimeline
Andina Capital Management, LLC16,038$595K0.49%+5,41813F-HRTimeline
PKS Advisory Services, LLC15,648$581K0.15%13F-HRTimeline
EHRLICH FINANCIAL GROUP15,639$581K0.41%-40313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV15,612$580K0.21%+31613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,473$574K0.28%-93213F-HRTimeline
Sovran Advisors, LLC15,471$573K0.08%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC15,084$560K0.42%13F-HRTimeline
DIVERSIFIED TRUST CO15,082$560K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,861$552K0.01%13F-HRTimeline
CFS Investment Advisory Services, LLC14,528$539K0.05%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,441$536K0.01%-28,82913F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,748$535K0.03%+8513F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC14,131$525K0.07%013F-HRTimeline
Versant Capital Management, Inc14,122$524K0.11%+8,63213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,611$524K0.05%new13F-HRTimeline
Cooper Financial Group13,779$511K0.06%+64413F-HRTimeline
American Trust13,757$511K0.04%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13,440$499K0.03%013F-HRTimeline
MSH Capital Advisors LLC13,223$491K0.15%013F-HRTimeline
TFC Financial Management, Inc.13,220$491K0.08%+4613F-HRTimeline
Fortress Financial Solutions, LLC13,152$488K0.7%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,613$468K<0.01%-2,63413F-HRTimeline
B. Riley Wealth Advisors, Inc.12,589$467K0.02%+61813F-HRTimeline
OPTIMA CAPITAL LLC12,547$466K0.32%13F-HRTimeline
Madden Advisory Services, Inc.12,425$461K0.21%013F-HRTimeline
Bordeaux Wealth Advisors LLC12,277$456K0.07%013F-HR/ATimeline
Arrowroot Family Office, LLC12,137$451K0.23%+1,34913F-HRTimeline
Burt Wealth Advisors11,895$442K0.11%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co11,800$438K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,769$436K0.03%-10113F-HRTimeline
JGP Wealth Management, LLC11,607$431K0.06%new13F-HRTimeline
BLAIR WILLIAM & CO/IL11,367$422K<0.01%+2,58713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,303$420K0.01%+213F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC11,261$418K0.08%+2,11013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …11,108$412K0.09%-15913F-HRTimelineGroup
Triumph Capital Management11,042$410K0.14%+79613F-HRTimeline
Coordinated Financial Services, Inc.10,869$403K0.31%13F-HRTimeline
Quantinno Capital Management LP10,757$399K<0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC10,688$397K0.24%-50013F-HRTimeline
IHT Wealth Management, LLC10,602$394K0.01%+40013F-HRTimeline
Financial Engines Advisors L.L.C.10,580$393K<0.01%+7413F-HRTimeline
Ipsen Advisor Group LLC10,542$391K0.33%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,490$389K<0.01%-1,28813F-HRTimelineGroup
World Investment Advisors10,412$386K0.01%+31913F-HRTimeline
Crescent Sterling, Ltd.10,256$381K0.39%+35713F-HRTimeline
Wolff Financial Management LLC10,205$379K0.11%013F-HRTimeline
Cable Hill Partners, LLC10,200$379K0.04%+55713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,004$371K<0.01%+85513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,895$367K0.02%+113F-HRTimelineGroup
Unique Wealth Strategies, LLC9,837$365K0.16%+25213F-HRTimeline
Abel Hall, LLC9,826$365K0.23%+113F-HRTimeline
Laird Norton Wetherby Wealth Management…9,592$356K0.02%013F-HRTimeline
Veltria Advisors Corp.9,571$355K0.15%013F-HRTimeline
Merit Financial Group, LLC9,490$352K0.01%+8513F-HRTimeline
Maxwell Wealth Strategies Inc.9,418$350K0.14%013F-HRTimeline
KPP Advisory Services LLC9,285$345K0.08%-14113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,170$340K0.27%13F-HRTimeline
CWM, LLCin group CWM, LLC9,167$340K<0.01%+8,34613F-HRTimelineGroup
International Private Wealth Advisors L…9,089$337K0.34%new13F-HRTimeline
FINANCIAL COUNSELORS INC8,967$333K<0.01%+14313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,948$332K<0.01%new13F-HRTimelineGroup
Freestate Advisors LLC8,936$332K0.34%+8113F-HRTimeline
Geneos Wealth Management Inc.8,574$318K0.01%-30113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,556$318K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.8,207$302K0.13%-5,52713F-HRTimeline
Apexium Financial, LP8,079$300K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,011$297K<0.01%+2513F-HRTimelineGroup
Eagle Ridge Investment Management7,978$296K0.03%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Squire Investment Management Company, L…7,942$295K0.13%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,920$294K0.03%+1113F-HRTimeline
AMERIFLEX GROUP, INC.7,480$291K0.13%13F-HRTimeline