Skip to content
Disclosery

IQLT ISHARES TR

Follow

MSCI INTL QUALTY (fund)

570 managers (576 13F filers) reported a position in IQLT shares at 2025-09-30, 265,760,204 shares in all. 46 filers opened a position and 31 filers sold out during the quarter.

Managers
570
13F filers
576
New
46
Added
228
Reduced
193
Sold out
31
Shares held by filers
265,760,204

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
DURANTE & WATERS, LLC73,247$3.24M2.38%-28,15713F-HRTimeline
Shum Financial Group, Inc.72,909$3.22M2.4%13F-HRTimeline
SFI Advisors, LLC70,303$3.11M1.98%-57013F-HRTimeline
Wingate Wealth Advisors, Inc.68,517$3.03M2.1%+3,42213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…68,475$3.03M0.06%-64013F-HRTimelineGroup
Kraft, Davis & Associates, LLC65,615$2.97M0.72%-1,14113F-HRTimeline
Lantern Wealth Advisors, LLC66,997$2.96M1.57%+2,50513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC66,416$2.94M0.09%+6,06113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,258$2.88M<0.01%-259,12713F-HRTimelineGroup
Snider Financial Group65,194$2.88M0.79%+1,44313F-HRTimeline
COMERICA BANK65,053$2.87M0.01%-5113F-HRTimeline
Professional Financial Advisors, LLC64,600$2.85M0.6%+38113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…63,191$2.79M0.25%+6,56813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO62,914$2.78M0.04%-23013F-HRTimeline
Rockingstone Advisors LLC62,545$2.76M1.36%+2,86013F-HRTimeline
Savvy Advisors, Inc.61,319$2.71M0.12%+9,89313F-HRTimeline
Clark Capital Management Group, Inc.59,405$2.63M0.02%+2,69513F-HRTimeline
GRIES FINANCIAL LLC58,976$2.61M0.41%+75813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC58,291$2.58M0.43%-6,15413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…58,233$2.57M0.71%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC55,280$2.44M1.65%-7613F-HRTimeline
Integrity Financial Corp /WA54,950$2.43M1.16%-95,82713F-HRTimeline
Creative Planningin group Creative Planning53,384$2.36M<0.01%+7,33313F-HRTimelineGroup
Beacon Financial Advisory LLC52,868$2.34M0.54%013F-HRTimeline
OMNI 360 Wealth, Inc.52,141$2.3M1.29%+1,19513F-HRTimeline
Glass Jacobson Investment Advisors llc51,481$2.27M0.82%-2,28513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC50,462$2.23M0.29%+20213F-HRTimeline
Moors & Cabot, Inc.50,141$2.22M0.1%+2,81013F-HRTimeline
RFG Advisory, LLC49,837$2.2M0.05%-65213F-HRTimeline
Wealthspire Advisors, LLC49,485$2.19M0.01%-4,56413F-HRTimeline
Chicago Partners Investment Group LLC48,293$2.18M0.06%013F-HRTimeline
Well Done, LLC49,196$2.17M0.37%-113F-HRTimeline
Investor's Fiduciary Advisor Network, L…48,287$2.13M0.72%+13,76913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC48,152$2.13M0.09%-55013F-HRTimeline
Nova R Wealth, Inc.47,295$2.09M0.89%+1,93613F-HRTimeline
Betterment LLC46,739$2.06M<0.01%+57313F-HRTimeline
IEQ CAPITAL, LLC45,973$2.03M0.01%+21,55213F-HRTimeline
Trilogy Capital Inc.45,888$2.03M0.09%-5,51313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC45,078$1.99M0.13%+5313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.45,024$1.99M<0.01%+19,46513F-HRTimelineGroup
PRIVATE TRUST CO NA44,913$1.98M0.18%+38,95813F-HRTimeline
AdvisorNet Financial, Inc44,748$1.98M0.11%-3,77813F-HRTimeline
SAX WEALTH ADVISORS, LLC44,213$1.95M0.11%-7,49813F-HRTimeline
Wealthfront Advisers LLC43,527$1.92M<0.01%+13,29613F-HRTimeline
Opes Wealth Management LLC43,465$1.92M0.34%-36413F-HRTimeline
HMV Wealth Advisors, LLC43,125$1.91M1.05%-77513F-HRTimeline
EHRLICH FINANCIAL GROUP42,750$1.89M1.12%-86013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC40,782$1.8M0.55%-47,01713F-HRTimelineGroup
Purkiss Capital Advisors LLC40,533$1.79M0.86%+22913F-HRTimeline
Vestmark Advisory Solutions, Inc.40,426$1.79M0.03%+2,70313F-HRTimeline
Smartleaf Asset Management LLC40,504$1.78M0.11%-27113F-HRTimeline
SlateStone Wealth, LLC39,553$1.75M0.15%-2,50013F-HRTimeline
Integrated Wealth Concepts LLC39,035$1.72M0.02%-15,81913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC38,157$1.69M1.21%+49613F-HRTimeline
Integrated Advisors Network LLC37,710$1.67M0.07%+80113F-HRTimeline
CoreCap Advisors, LLC36,993$1.63M0.06%-12,66813F-HRTimeline
PATRON PARTNERS, LLC36,440$1.61M0.73%-14813F-HRTimeline
Montis Financial, LLC36,358$1.61M0.37%-2,62713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC36,047$1.59M0.44%-2,30613F-HRTimeline
TD Asset Management Inc35,055$1.55M<0.01%new13F-HRTimeline
Southland Equity Partners LLC34,899$1.54M0.31%+16713F-HRTimeline
Berger Financial Group, Inc34,733$1.53M0.09%+2,06713F-HRTimeline
SWEENEY & MICHEL, LLC34,707$1.52M0.51%+2,69513F-HRTimeline
Strategic Blueprint, LLC34,160$1.51M0.07%-126,67813F-HRTimeline
Magnolia Private Wealth, LLC33,921$1.5M1.1%-17,94213F-HRTimeline
Cornerstone Financial Group, LLC /NE/33,917$1.5M1.16%-5013F-HRTimeline
SHUFRO ROSE & CO LLC37,460$1.49M0.12%-28413F-HRTimeline
Avestar Capital, LLC33,210$1.47M0.1%-4,76513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management32,876$1.45M0.2%+4913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,922$1.44M<0.01%+13,03813F-HRTimelineGroup
Keystone Financial Group32,134$1.42M0.11%013F-HR/ATimeline
Yoder Wealth Management, Inc.31,686$1.4M0.66%-46013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC31,233$1.38M0.12%+1,59813F-HRTimeline
Quantinno Capital Management LP30,716$1.36M<0.01%+14,17413F-HRTimeline
GHP Investment Advisors, Inc.30,229$1.34M0.06%-4013F-HRTimeline
Park Edge Advisors, LLC29,871$1.32M0.3%-39913F-HRTimeline
Orion Porfolio Solutions, LLC29,849$1.32M0.01%-3,81913F-HRTimeline
Global Retirement Partners, LLC29,806$1.32M0.03%-31913F-HRTimeline
Gryphon Financial Partners LLC29,485$1.3M0.15%+36313F-HRTimeline
Triumph Capital Management29,216$1.29M0.35%+1,40113F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,055$1.28M<0.01%+16,53113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.28,952$1.28M0.06%+7,08413F-HRTimeline
Meridian Financial Partners LLC28,346$1.28M0.53%-4,42113F-HRTimeline
Capital Squared Financial LLC27,898$1.23M1.07%+22,58013F-HRTimeline
Tradition Wealth Management, LLC27,544$1.22M0.09%-16,09013F-HRTimeline
HARBOUR INVESTMENTS, INC.27,536$1.22M0.03%+1,67213F-HRTimeline
Rollins Financial Advisors, LLC27,510$1.22M0.18%-8,15213F-HRTimeline
TME FINANCIAL, INC.27,466$1.21M0.91%+58713F-HRTimeline
Andina Capital Management, LLC27,460$1.21M0.69%+3,17713F-HRTimeline
Fort Sheridan Advisors LLC27,302$1.21M0.16%+66813F-HRTimeline
Y-Intercept (Hong Kong) Ltd27,142$1.2M0.03%-2,28913F-HRTimeline
Allworth Financial LP26,802$1.18M0.01%-2,63213F-HRTimeline
Valmark Advisers, Inc.26,698$1.18M0.02%+8,31013F-HRTimeline
Trust Co26,259$1.16M0.12%+3,61013F-HRTimeline
Blue Trust, Inc.26,222$1.16M0.01%+1,72013F-HRTimeline
Arete Wealth Advisors, LLC26,054$1.15M0.07%+10113F-HRTimeline
Crane Advisory, LLC25,187$1.12M0.18%-28813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,905$1.1M0.01%+13,32013F-HRTimeline
Pathway Financial Advisors LLC24,700$1.09M0.15%+1,44313F-HRTimeline
Forefront Wealth Partners, LLC24,540$1.08M0.27%-12,27713F-HRTimeline
IFP Advisors, Inc24,476$1.08M0.03%+1,70813F-HR/ATimeline
CLG LLC24,475$1.08M0.29%+4,74513F-HRTimeline
GREENWOOD GEARHART LLC24,366$1.08M0.06%-14313F-HRTimeline
Wells Financial Advisors INC24,207$1.07M1.43%-69913F-HRTimeline
Wela Strategies, Inc.24,067$1.06M0.4%-1,37213F-HRTimeline
WNY Asset Management, LLC24,024$1.06M0.1%-1,73913F-HRTimeline
Choate Investment Advisors23,777$1.05M0.02%-72813F-HRTimeline
Pallas Capital Advisors LLC23,219$1.03M0.04%-33113F-HRTimeline
Capital Advisors, Ltd. LLC23,107$1.02M0.12%+1,10913F-HRTimeline
HB Wealth Management, LLC22,971$1.02M0.01%new13F-HRTimeline
Modera Wealth Management, LLC22,942$1.01M0.01%+2,04713F-HRTimeline
Firestone Capital Management22,927$1.01M0.22%+19013F-HRTimeline
Arrowroot Family Office, LLC22,842$1.01M0.4%+3,45913F-HRTimeline
TD Waterhouse Canada Inc.22,450$1M0.01%013F-HRTimeline
EVOKE WEALTH, LLC22,158$979K0.02%-19113F-HRTimeline
L & S Advisors Inc21,899$968K0.09%013F-HRTimeline
MBL Wealth, LLC21,889$967K0.08%-2,38613F-HRTimeline
Thrive Capital Management, LLC21,802$963K0.25%-1,73213F-HRTimeline
Visionary Wealth Advisors21,311$942K0.04%+45513F-HRTimeline
Raab & Moskowitz Asset Management LLC21,297$941K0.21%new13F-HRTimeline
LANDAAS & CO /WI /ADV21,089$932K0.21%+4,12213F-HRTimeline
PFG Investments, LLC21,066$931K0.05%+72013F-HRTimeline
GTS SECURITIES LLC20,896$923K0.04%+13,29513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC20,805$919K0.39%-28313F-HRTimeline
Investment Research Partners LLC20,230$908K0.41%13F-HRTimeline
Wealth Group Ltd19,636$868K0.2%-94313F-HRTimeline
CALTON & ASSOCIATES, INC.19,206$849K0.13%+1,00413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,609$822K0.04%-17,07513F-HRTimelineGroup
IRON Financial LLC18,118$801K0.38%+23313F-HRTimeline
Redwood Financial Network Corp17,981$795K0.5%-1,80513F-HRTimeline
Veltria Advisors Corp.17,817$787K3.47%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,582$777K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,340$766K0.01%+4,10113F-HRTimelineGroup
Independent Advisor Alliance17,062$754K0.02%-19413F-HRTimeline
Blue Chip Partners, LLC17,060$754K0.06%-1113F-HRTimeline
Ausdal Financial Partners, Inc.17,054$754K0.04%-1,20513F-HRTimeline
Pasadena Private Wealth, LLC16,899$747K0.11%+11713F-HRTimeline
Geneos Wealth Management Inc.16,510$730K0.02%+2,90313F-HRTimeline
VICUS CAPITAL16,443$727K0.06%+18413F-HRTimeline
McHugh Group, LLC16,200$716K0.43%013F-HRTimeline
CFS Investment Advisory Services, LLC15,569$702K0.05%-6,11713F-HRTimeline
PKS Advisory Services, LLC15,786$698K0.15%-6013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,495$685K0.26%+2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,448$683K<0.01%+3,63413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,921$659K0.05%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC14,794$654K0.12%+28613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,755$652K0.18%-18713F-HR/ATimeline
Farther Finance Advisors, LLC14,452$639K0.01%+1,60113F-HRTimeline
Versant Capital Management, Inc14,122$624K0.08%013F-HRTimeline
Annex Advisory Services, LLC14,022$620K0.01%-1,04813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,878$613K<0.01%-625,53913F-HRTimelineGroup
Financial Engines Advisors L.L.C.13,688$605K<0.01%+1,02113F-HRTimeline
MSH Capital Advisors LLC13,619$602K0.16%013F-HRTimeline
Financial Advocates Investment Manageme…2,320$595K0.33%new13F-HRTimeline
Aerodigm Wealth, LLC13,072$583K0.25%013F-HRTimeline
Burt Wealth Advisors12,489$552K0.14%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,408$548K<0.01%new13F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH12,406$548K0.14%-3,60413F-HRTimeline
Coordinated Financial Services, Inc.12,389$547K0.35%+3,24713F-HRTimeline
American Trust12,061$533K0.05%+14913F-HRTimeline
Maridea Wealth Management LLC11,818$532K0.08%new13F-HRTimeline
Madden Advisory Services, Inc.11,996$530K0.21%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co11,800$521K0.01%013F-HRTimeline
JGP Wealth Management, LLC11,607$520K0.06%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,718$518K<0.01%+38113F-HRTimelineGroup
Sovran Advisors, LLC11,452$512K0.05%-2,49613F-HRTimeline
TAGStone Capital, Inc.11,380$503K0.2%+1,62013F-HRTimeline
Certified Advisory Corp11,252$497K0.05%-1,90813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,171$494K<0.01%+2,40013F-HRTimelineGroup
Crescent Sterling, Ltd.11,012$487K0.51%+1,31013F-HRTimeline
KPP Advisory Services LLC10,974$485K0.07%+1,01513F-HRTimeline
Boreal Capital Management LLC10,894$481K0.39%-1,80413F-HRTimeline
Worth Financial Advisory Group, LLC10,893$481K0.27%+20313F-HRTimeline
Capasso Planning Partners LLC10,888$481K0.3%-2,86413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,827$478K0.02%-22013F-HRTimelineGroup
TFC Financial Management, Inc.10,715$473K0.06%-1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,694$473K<0.01%+23513F-HRTimelineGroup
Friday Financial10,592$468K0.2%013F-HRTimeline
Ipsen Advisor Group LLC10,464$462K0.33%-25913F-HRTimeline
Merit Financial Group, LLC10,346$457K<0.01%+1,54313F-HR/ATimeline
Triad Wealth Partners, LLC10,137$448K0.06%-1,99113F-HRTimeline
UMB Bank, n.a.10,041$444K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Insight Wealth Strategies, LLC9,938$439K0.05%013F-HRTimeline
True Vision MN LLC9,901$438K0.23%-26113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,877$436K<0.01%-3,47213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,622$425K<0.01%-3,97913F-HRTimelineGroup
Midwest Trust Co9,575$423K0.01%+75113F-HRTimeline
Hoese & Co LLP9,545$422K0.32%-2,34513F-HRTimeline
Bison Wealth, LLC9,445$420K0.04%-5,85813F-HRTimeline
Laird Norton Wetherby Wealth Management…9,336$413K0.02%-4713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,242$408K0.02%-2,88813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,236$408K0.01%013F-HRTimelineGroup
Wolff Financial Management LLC9,228$408K0.09%-113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,137$404K<0.01%+34013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC9,097$402K<0.01%new13F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC9,094$402K0.28%-10913F-HRTimeline
International Private Wealth Advisors L…9,070$401K0.25%-3213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,033$399K<0.01%-68713F-HRTimelineGroup
WEDBUSH SECURITIES INC9,040$399K0.01%-1,05613F-HRTimeline
Freestate Advisors LLC8,689$384K0.32%+3613F-HRTimeline