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Disclosery

IQLT ISHARES TR

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MSCI INTL QUALTY (fund)

518 managers (524 13F filers) reported a position in IQLT shares at 2025-03-31, 210,156,514 shares in all. 50 filers opened a position and 35 filers sold out during the quarter.

Managers
518
13F filers
524
New
50
Added
226
Reduced
170
Sold out
35
Shares held by filers
210,156,514

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
DURANTE & WATERS, LLC70,038$2.78M2.34%+19,90013F-HRTimeline
Integrated Wealth Concepts LLC69,571$2.76M0.03%-3,10213F-HRTimeline
MGO ONE SEVEN LLC69,492$2.76M0.11%+7,32413F-HRTimeline
Herold Advisors, Inc.69,200$2.75M0.6%+2,22913F-HRTimeline
Well Done, LLC73,967$2.75M0.5%+8013F-HRTimeline
Kraft, Davis & Associates, LLC66,951$2.7M0.87%+5313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…67,794$2.69M0.07%+38,23613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,287$2.67M<0.01%-52,77013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS67,169$2.67M0.11%+20,49013F-HRTimelineGroup
Sigma Planning Corp66,277$2.63M0.08%+60213F-HRTimeline
Shum Financial Group, Inc.65,240$2.59M2.24%+1,03113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC64,765$2.57M0.47%-2,22113F-HRTimeline
Trilogy Capital Inc.64,621$2.56M0.13%-264,40113F-HRTimeline
WNY Asset Management, LLC64,330$2.55M0.3%-14,32713F-HRTimeline
Professional Financial Advisors, LLC62,725$2.49M0.63%+3,56413F-HRTimeline
Wingate Wealth Advisors, Inc.61,919$2.46M2.83%-2,93213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO58,759$2.33M0.04%-6,27713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding58,031$2.3M+13,348Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC57,919$2.3M1.74%-5513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,101$2.27M0.01%-3,05713F-HRTimeline
Wealthspire Advisors, LLC56,869$2.26M0.01%-4,37713F-HRTimeline
SAX WEALTH ADVISORS, LLC56,727$2.25M0.16%-5,26713F-HRTimeline
Scarborough Advisors, LLC56,623$2.25M0.32%-8,75813F-HRTimeline
My Personal CFO, LLC55,200$2.19M1.1%013F-HRTimeline
Rockingstone Advisors LLC53,955$2.14M0.96%+20,36513F-HRTimeline
COMERICA BANK53,901$2.14M0.01%+48613F-HRTimeline
Savvy Advisors, Inc.53,660$2.13M0.21%+3,51113F-HRTimeline
MFA Wealth Services53,471$2.12M1.75%-72313F-HRTimeline
Beacon Financial Advisory LLC52,945$2.1M0.64%+8,28113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…52,511$2.08M0.22%+10,26013F-HRTimeline
Magnolia Private Wealth, LLC52,201$2.07M1.75%-9,27513F-HRTimeline
Opes Wealth Management LLC52,060$2.07M0.42%-4,34113F-HRTimeline
HOWE & RUSLING INC51,450$2.04M0.17%-19,92813F-HRTimeline
CoreCap Advisors, LLC51,386$2.04M0.09%+13,00813F-HRTimeline
Glass Jacobson Investment Advisors llc54,273$2.01M0.66%013F-HRTimeline
RFG Advisory, LLC50,653$2.01M0.05%+45813F-HRTimeline
Chicago Partners Investment Group LLC47,975$2.01M0.07%013F-HRTimeline
OMNI 360 Wealth, Inc.50,310$2M1.34%-1,49513F-HR/ATimeline
Clark Capital Management Group, Inc.49,992$1.98M0.01%-20113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,143$1.95M0.1%+5513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding48,825$1.94M+20,837Timeline
LAKE STREET PRIVATE WEALTH, LLC47,892$1.9M0.31%+3,02513F-HRTimeline
Moors & Cabot, Inc.46,466$1.84M0.09%new13F-HRTimeline
Intrua Financial, LLC46,376$1.84M0.29%new13F-HRTimeline
Certified Advisory Corp45,874$1.82M0.21%-162,12213F-HRTimeline
Tradition Wealth Management, LLC45,705$1.81M0.16%-1,64813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC45,309$1.8M0.13%+5313F-HRTimeline
Nova R Wealth, Inc.45,207$1.79M0.89%+54013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC44,171$1.75M0.55%-50,69913F-HRTimeline
J.W. COLE ADVISORS, INC.43,816$1.74M0.05%-63,99613F-HRTimeline
SlateStone Wealth, LLC42,053$1.67M0.17%-65813F-HRTimeline
Creative Planningin group Creative Planning41,092$1.63M<0.01%+4,21013F-HRTimelineGroup
Montis Financial, LLC39,876$1.58M0.47%-8,79813F-HRTimeline
Orion Porfolio Solutions, LLC39,852$1.58M0.02%+5,75813F-HRTimeline
Orion Portfolio Solutions, LLC39,852$1.58M0.02%+5,75813F-HR/ATimeline
SHUFRO ROSE & CO LLC37,940$1.51M0.12%-3,38113F-HRTimeline
Betterment LLC37,791$1.5M<0.01%-98613F-HRTimeline
Larson Financial Group LLC36,689$1.46M0.07%+31,83513F-HRTimeline
Cyr Financial Inc.36,078$1.43M1.28%-66313F-HR/ATimeline
ROBINSON SMITH WEALTH ADVISORS LLC36,046$1.43M1.2%+5,82413F-HR/ATimeline
Vestmark Advisory Solutions, Inc.35,925$1.43M0.04%new13F-HRTimeline
GRIES FINANCIAL LLC35,738$1.42M0.27%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/33,738$1.42M1.27%-23713F-HRTimeline
Integrated Advisors Network LLC35,243$1.4M0.07%+1,96313F-HRTimeline
Avestar Capital, LLC35,224$1.4M0.13%-13,14013F-HRTimeline
Southland Equity Partners LLC34,732$1.38M0.32%+13513F-HRTimeline
PATRON PARTNERS, LLC34,207$1.36M0.73%+13,95013F-HRTimeline
Forefront Wealth Partners, LLC34,134$1.35M0.92%-2,68313F-HRTimeline
GREENWOOD GEARHART LLC33,813$1.34M0.09%-4,72013F-HRTimeline
EHRLICH FINANCIAL GROUP33,138$1.32M0.96%+17,49913F-HRTimeline
Berger Financial Group, Inc32,972$1.31M0.09%-2,68813F-HRTimeline
Rollins Financial Advisors, LLC32,630$1.3M0.23%+1,26813F-HR/ATimeline
Yoder Wealth Management, Inc.32,604$1.29M0.73%-26013F-HRTimeline
GHP Investment Advisors, Inc.30,895$1.23M0.06%-213F-HRTimeline
Smartleaf Asset Management LLC29,537$1.18M0.11%+29,51713F-HRTimeline
Allworth Financial LP28,304$1.16M0.01%-93913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…28,874$1.15M0.48%-2,38613F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,667$1.14M0.54%+9,65213F-HRTimeline
Wealthfront Advisers LLC28,387$1.13M<0.01%-64413F-HRTimeline
HARBOUR INVESTMENTS, INC.27,962$1.11M0.03%+2,97613F-HRTimeline
MBL Wealth, LLC27,583$1.09M0.11%+1,09813F-HRTimeline
Purkiss Capital Advisors LLC27,265$1.08M0.82%+21,11713F-HRTimeline
SWEENEY & MICHEL, LLC29,940$1.07M0.47%13F-HRTimeline
Fort Sheridan Advisors LLC26,605$1.06M0.16%+3413F-HRTimeline
Arete Wealth Advisors, LLC26,246$1.04M0.08%new13F-HRTimeline
TME FINANCIAL, INC.26,120$1.04M0.9%+2,13013F-HRTimeline
Wells Financial Advisors INC26,061$1.03M1.43%-5113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,722$1.02M<0.01%-93,69113F-HRTimelineGroup
Gryphon Financial Partners LLC25,412$1.01M0.15%+3,24313F-HRTimeline
Wela Strategies, Inc.25,218$1M0.42%new13F-HRTimeline
Geneos Wealth Management Inc.24,192$960K0.01%+15,61813F-HRTimeline
EWG Elevate Inc.23,993$952K0.36%+4,04413F-HRTimeline
Trust Co23,786$944K0.11%-2,02413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,585$936K0.11%-2,87113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,552$895K0.03%+16,52613F-HRTimelineGroup
TD Waterhouse Canada Inc.22,450$894K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,430$890K0.06%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC22,243$883K0.08%+7,71513F-HRTimeline
L & S Advisors Inc21,885$869K0.11%-7,34913F-HRTimeline
IFP Advisors, Inc21,804$865K0.03%-13,02513F-HRTimeline
Pathway Financial Advisors LLC21,659$860K0.15%+55613F-HRTimeline
HB Wealth Management, LLC21,609$858K0.01%+1,24713F-HRTimeline
Modera Wealth Management, LLC21,374$848K0.01%+1,17313F-HRTimeline
Wealth Group Ltd21,336$847K0.25%-53313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC21,150$839K0.43%+3,46213F-HRTimeline
Redwood Financial Network Corp20,814$826K0.63%+2,07313F-HRTimeline
Firestone Capital Management20,311$806K0.21%013F-HRTimeline
Annex Advisory Services, LLC20,135$799K0.02%-5,48213F-HRTimeline
Andina Capital Management, LLC20,059$796K0.57%+4,02113F-HRTimeline
Capital Advisors, Ltd. LLC19,953$792K0.1%+23513F-HRTimeline
Visionary Wealth Advisors19,889$789K0.05%+1,52013F-HRTimeline
CW Advisors, LLC19,799$786K0.01%new13F-HRTimeline
Snider Financial Group19,341$768K0.25%-49,44813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,085$757K0.02%+6,49613F-HRTimeline
Capasso Planning Partners LLC18,960$752K0.31%-3,20913F-HRTimeline
Meridian Financial Partners LLC18,909$750K0.38%new13F-HRTimeline
VICUS CAPITAL18,800$746K0.07%-106,27513F-HRTimeline
Independent Advisor Alliance18,662$741K0.02%-340,68813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH18,559$737K0.22%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,408$733K<0.01%+12,97613F-HRTimelineGroup
PFG Investments, LLC18,395$730K0.05%+80013F-HRTimeline
Waverly Advisors, LLC18,274$725K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…18,217$723K0.01%+1,74013F-HRTimeline
Belpointe Asset Management LLC18,155$721K0.04%-2,07513F-HRTimeline
Pasadena Private Wealth, LLC18,116$719K0.14%-1,96013F-HRTimeline
Ausdal Financial Partners, Inc.17,948$712K0.05%+1,67813F-HRTimeline
Triad Wealth Partners, LLC17,511$695K0.22%-18,55013F-HRTimeline
Blue Trust, Inc.17,449$693K0.01%+14,33813F-HRTimeline
Quantinno Capital Management LP17,005$675K<0.01%+6,24813F-HRTimeline
Blue Chip Partners, LLC16,929$672K0.06%-32,72713F-HRTimeline
IRON Financial LLC16,316$648K0.36%new13F-HRTimeline
Waterloo Capital, L.P.16,215$644K0.06%+8,97813F-HRTimeline
Hoese & Co LLP15,657$621K0.54%-92913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,473$614K0.33%013F-HR/ATimeline
PKS Advisory Services, LLC15,296$607K0.17%-35213F-HRTimeline
Sovran Advisors, LLC15,151$602K0.08%-32013F-HRTimeline
LANDAAS & CO /WI /ADV15,081$599K0.17%-1,81513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,885$591K0.19%-72713F-HRTimeline
Versant Capital Management, Inc14,122$561K0.09%013F-HRTimeline
HRT FINANCIAL LP13,854$549K<0.01%new13F-HRTimeline
MSH Capital Advisors LLC13,619$541K0.17%+39613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,211$524K<0.01%-13,31113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,842$510K<0.01%-4,35713F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC12,200$499K0.05%-1,41113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,380$491K0.02%-1,36813F-HRTimelineGroup
Bordeaux Wealth Advisors LLC12,277$487K0.09%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,234$485K0.03%+46513F-HRTimeline
Madden Advisory Services, Inc.11,996$476K0.22%-42913F-HRTimeline
Cable Hill Partners, LLC11,402$470K0.05%+1,20213F-HRTimeline
Alesco Advisors, LLC, An ESL Co11,800$468K0.01%013F-HRTimeline
Burt Wealth Advisors11,800$468K0.12%-9513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,613$461K0.08%+35213F-HRTimeline
JGP Wealth Management, LLC11,607$461K0.06%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC11,554$459K0.32%-3,53013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,279$451K<0.01%+3,99313F-HR/ATimelineGroup
TFC Financial Management, Inc.11,345$450K0.07%-1,87513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,311$449K0.01%+813F-HRTimelineGroup
WEDBUSH SECURITIES INC11,245$446K0.02%-82,92813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,199$445K0.01%-3,24213F-HRTimelineGroup
Triumph Capital Management10,967$435K0.14%-7513F-HRTimeline
Cooper Financial Group10,873$432K0.06%-2,90613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,809$429K<0.01%+31913F-HRTimelineGroup
Worth Financial Advisory Group, LLC10,698$425K0.27%+1013F-HRTimeline
Financial Engines Advisors L.L.C.10,602$421K<0.01%+2213F-HRTimeline
IHT Wealth Management, LLC10,551$419K0.01%-5113F-HRTimeline
Ipsen Advisor Group LLC10,542$418K0.36%013F-HRTimeline
Crescent Sterling, Ltd.10,482$416K0.43%+22613F-HRTimeline
BLAIR WILLIAM & CO/IL10,218$406K<0.01%-1,14913F-HRTimeline
True Vision MN LLC10,162$403K0.24%new13F-HRTimeline
Coordinated Financial Services, Inc./CO9,969$396K0.3%13F-HRTimeline
PDS Planning, Inc9,912$393K0.03%new13F-HRTimeline
EWA, LLC9,861$391K0.15%-14,84413F-HRTimeline
Unique Wealth Strategies, LLC9,837$390K0.18%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,776$388K<0.01%-22813F-HRTimelineGroup
KPP Advisory Services LLC9,639$383K0.07%+35413F-HRTimeline
Merit Financial Group, LLC9,490$377K0.01%013F-HRTimeline
Wolff Financial Management LLC9,338$371K0.1%-86713F-HRTimeline
International Private Wealth Advisors L…9,327$370K0.35%+23813F-HRTimeline
Abel Hall, LLC9,327$370K0.22%-49913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,319$370K0.02%-57613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,219$366K0.01%+66313F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC9,203$365K0.31%+3313F-HRTimeline
WIN ADVISORS, INC9,094$361K0.19%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,907$354K<0.01%-4113F-HRTimelineGroup
FINANCIAL COUNSELORS INC8,824$350K0.01%-14313F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,722$350K0.16%+51513F-HRTimeline
Perigon Wealth Management, LLC8,618$342K0.01%new13F-HRTimeline
Platform Technology Partners8,568$340K0.1%+1,20013F-HRTimeline
Freestate Advisors LLC8,545$339K0.34%-39113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,320$330K<0.01%+30913F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,134$323K0.04%+21413F-HRTimeline
Bank of Marin7,906$314K0.4%+53913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,824$311K0.05%13F-HRTimelineGroup
National Philanthropic Trust7,720$306K<0.01%new13F-HRTimeline
CHILTON INVESTMENT CO INC.7,662$304K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,620$302K<0.01%-4,99313F-HRTimeline
AMERIFLEX GROUP, INC.7,602$302K0.12%+12213F-HRTimeline
BEACON FINANCIAL GROUP7,518$298K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,505$298K<0.01%-28013F-HRTimeline
Brown Financial Advisory7,436$295K0.19%new13F-HRTimeline