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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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,785$289K<0.01%-1,05113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,768$288K0.01%-3,34913F-HRTimeline
Cambridge Advisors Inc.7,712$286K0.06%-30513F-HRTimeline
CHILTON INVESTMENT CO INC.7,662$284K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,432$279K<0.01%-1,09113F-HRTimelineGroup
BEACON FINANCIAL GROUP7,518$279K0.03%013F-HRTimeline
NorthRock Partners, LLC7,439$276K0.01%-1,51613F-HR/ATimeline
Platform Technology Partners7,368$274K0.08%013F-HRTimeline
Bank of Marin7,367$273K0.22%013F-HRTimeline
Solano Wealth Investment Advisors LLC7,311$271K0.16%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,286$270K<0.01%+2,44813F-HRTimelineGroup
Waterloo Capital, L.P.7,237$269K0.03%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,209$268K0.19%+5913F-HRTimeline
PINNACLE ASSOCIATES LTD7,032$261K<0.01%+85413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,032$261K0.02%013F-HRTimeline
Continuum Advisory, LLC6,937$258K0.03%-813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,924$257K<0.01%013F-HRTimelineGroup
Merriman Wealth Management, LLC6,803$253K0.01%013F-HRTimeline
Princeton Global Asset Management LLC6,799$252K0.05%-1,12113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,754$251K0.03%new13F-HRTimeline
NorthCoast Asset Management LLC6,645$247K<0.01%new13F-HR/ATimeline
Bond & Devick Financial Network, Inc.5,914$245K0.1%013F-HRTimeline
HM PAYSON & CO6,587$245K<0.01%013F-HRTimeline
Sterling Wealth Management, Inc.6,346$236K0.09%-42913F-HRTimeline
Ethic Inc.6,336$235K<0.01%new13F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC6,320$235K0.23%13F-HRTimeline
AE Wealth Management LLC6,305$234K<0.01%-25013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,264$233K<0.01%-234,73513F-HRTimelineGroup
Diversified Enterprises, LLC6,216$231K0.02%013F-HRTimeline
Astra Wealth Partners LLC6,200$230K0.22%13F-HRTimeline
WORLD EQUITY GROUP, INC.6,191$230K0.05%+78413F-HRTimeline
NWAM LLC6,177$229K0.01%-32513F-HRTimeline
Purkiss Capital Advisors LLC6,148$228K0.2%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,026$224K0.01%13F-HRTimelineGroup
Rappaport Reiches Capital Management, L…6,019$223K0.06%013F-HRTimeline
Insight Wealth Strategies, LLC5,998$223K0.03%-1,06113F-HRTimeline
PRIVATE TRUST CO NA5,947$221K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.5,777$214K0.07%013F-HRTimeline
CAPSTONE CAPITAL LLC5,735$213K0.17%013F-HRTimeline
KICKSTAND VENTURES, LLC.5,605$208K0.05%-40213F-HRTimeline
Payne Capital Management, LLC5,588$207K0.09%13F-HRTimeline
OneDigital Investment Advisors LLC5,406$201K<0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP5,398$200K<0.01%-72713F-HRTimeline
Key Financial Inc4,982$185K0.04%013F-HRTimeline
Larson Financial Group LLC4,854$180K0.01%+2013F-HRTimeline
Heck Capital Advisors, LLC4,807$178K0.02%-6113F-HR/ATimeline
Copia Wealth Management4,481$166K0.16%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,414$164K0.1%013F-HRTimeline
Medallion Wealth Advisors, LLC4,334$161K0.08%13F-HRTimeline
SYM FINANCIAL Corp4,301$160K0.02%013F-HRTimeline
Bogart Wealth, LLC4,244$158K0.01%-1,515,28313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,993$148K0.01%+53413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,813$142K<0.01%-5,32213F-HRTimelineGroup
Red Tortoise LLC3,400$126K0.07%+3913F-HRTimeline
LEE DANNER & BASS INC3,400$126K0.01%new13F-HRTimeline
Blue Trust, Inc.3,111$115K<0.01%-1,21313F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC3,000$111K0.08%13F-HRTimeline
Cherry Tree Wealth Management, LLC2,973$110K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.2,800$104K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC2,583$95.9K<0.01%-20513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,460$91.3K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,123$78.8K0.01%013F-HRTimeline
MOTCO1,995$74.1K0.01%013F-HRTimeline
American Capital Advisory, LLC1,606$59.6K0.03%013F-HRTimeline
Sunbelt Securities, Inc.1,595$59.2K0.01%+16113F-HRTimeline
Vermillion Wealth Management, Inc.1,489$55.3K0.03%13F-HRTimeline
MAI Capital Management1,454$54K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,364$50.6K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,343$49.9K0.02%013F-HRTimeline
Element Wealth, LLC1,324$49.2K0.03%+213F-HRTimeline
JDM Financial Group LLC1,104$41K0.02%-14013F-HRTimeline
CENTRAL TRUST Co1,019$37.8K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,006$37.4K0.01%+59513F-HRTimeline
Avior Wealth Management, LLC934$34.7K<0.01%+43113F-HRTimeline
Navigoe, LLC880$32K0.03%13F-HRTimeline
Anchor Investment Management, LLC775$28.8K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…648$24K0.01%new13F-HRTimeline
MATHER GROUP, LLC.515$19.1K<0.01%013F-HRTimeline
Asset Dedication, LLC488$18.1K<0.01%013F-HRTimeline
ORG Partners LLC485$18K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC479$17.8K0.01%013F-HRTimeline
Hartford Financial Management Inc.403$15K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC392$14.6K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC354$13.1K<0.01%+413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC339$12.6K<0.01%013F-HRTimeline
Financial Perspectives, Inc328$12.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…301$11.2K<0.01%-4213F-HRTimelineGroup
Dunhill Financial, LLC300$11.1K0.01%-19013F-HRTimeline
CGC Financial Services, LLC289$10.7K<0.01%013F-HRTimeline
GAMMA Investing LLC241$8.95K<0.01%-313F-HRTimeline
WOLFF WIESE MAGANA LLC240$8.91K0.01%013F-HRTimeline
Hemington Wealth Management217$8K<0.01%013F-HRTimeline
CVA Family Office, LLC212$7.87K<0.01%013F-HRTimeline
Operose Advisors LLC212$7.87K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC196$7.28K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WFA Asset Management Corp173$6.42K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC166$6.17K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC134$4.97K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC115$4.27K<0.01%+413F-HRTimeline
Kiker Wealth Management, LLC84$3.12K<0.01%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…80$2.97K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC75$2.78K<0.01%013F-HRTimeline
SIGNATUREFD, LLC62$2.28K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60$2.23K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$2K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC53$1.97K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$1.86K<0.01%13F-HRTimelineGroup
WR Wealth Planners, LLC36$1.34K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC34$1.26K<0.01%13F-HRTimeline
NFSG Corp32$1.19K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$743<0.01%013F-HRTimeline
Smartleaf Asset Management LLC20$742<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC18$669<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3$122<0.01%13F-HRTimeline
Evolution Advisers, Inc.22$00%013F-HRTimelineValue filed as zero, left out of ratios.