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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
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,425$295K0.06%13F-HRTimelineGroup
Fortress Financial Solutions, LLC7,364$292K0.42%-5,78813F-HRTimeline
DIVERSIFIED TRUST CO7,357$292K0.01%-7,72513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,209$286K0.23%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,162$284K<0.01%-21,89313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,100$282K<0.01%new13F-HRTimelineGroup
Hickory Point Bank & Trust7,072$281K0.25%new13F-HRTimeline
NorthRock Partners, LLC6,981$277K0.01%-45813F-HRTimeline
NorthCoast Asset Management LLC6,971$277K<0.01%+32613F-HR/ATimeline
Continuum Advisory, LLC6,937$275K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,924$275K<0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.6,888$273K0.06%-82413F-HRTimeline
AE Wealth Management LLC6,629$263K<0.01%+32413F-HRTimeline
GWN SECURITIES INC.6,610$262K0.01%new13F-HRTimeline
TAGStone Capital, Inc.6,596$262K0.13%new13F-HRTimeline
HM PAYSON & CO6,587$261K<0.01%013F-HRTimeline
Mission Financial Group, LLC5,582$258K0.24%13F-HRTimeline
CAPSTONE CAPITAL LLC6,428$255K0.2%+69313F-HRTimeline
Gladstone Institutional Advisory LLC6,418$255K0.01%new13F-HRTimeline
Bond & Devick Financial Network, Inc.6,370$253K0.09%+45613F-HRTimeline
Ethic Inc.6,336$252K0.01%013F-HRTimeline
Princeton Global Asset Management LLC6,334$251K0.05%-46513F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC6,320$251K0.24%013F-HRTimeline
Solano Wealth Investment Advisors LLC6,304$250K0.15%-1,00713F-HRTimeline
Diversified Enterprises, LLC6,216$247K0.02%013F-HRTimeline
Astra Wealth Partners LLC6,200$246K0.24%013F-HRTimeline
Rappaport Reiches Capital Management, L…6,019$239K0.06%013F-HRTimeline
Insight Wealth Strategies, LLC5,998$238K0.03%013F-HRTimeline
NWAM LLC5,969$237K0.02%-20813F-HRTimeline
PRIVATE TRUST CO NA5,960$237K0.02%+1313F-HRTimeline
OneDigital Investment Advisors LLC5,931$235K<0.01%+52513F-HRTimeline
PINNACLE ASSOCIATES LTD5,892$234K<0.01%-1,14013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,892$234K0.02%-1,14013F-HRTimeline
Valmark Advisers, Inc.5,874$233K<0.01%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.5,777$229K0.07%013F-HRTimeline
WORLD EQUITY GROUP, INC.5,749$229K0.07%-44213F-HRTimeline
Heck Capital Advisors, LLC5,758$229K0.03%+95113F-HRTimeline
KICKSTAND VENTURES, LLC.5,605$222K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP5,598$222K<0.01%+20013F-HRTimeline
Payne Capital Management, LLC5,588$222K0.09%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,359$213K0.01%new13F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,248$208K0.01%-2,52013F-HRTimeline
SYM FINANCIAL Corp5,229$208K0.03%+92813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,216$207K<0.01%new13F-HRTimelineGroup
Alta Wealth Advisors LLC5,182$206K0.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,140$204K0.01%new13F-HRTimeline
Argent Trust Co5,133$204K0.01%new13F-HRTimeline
Key Financial Inc4,982$198K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.4,890$194K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC4,761$189K0.09%+42713F-HRTimeline
Copia Wealth Management4,481$178K0.16%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,424$176K0.04%+1,45113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,414$175K0.11%013F-HRTimeline
Farther Finance Advisors, LLC4,180$166K<0.01%+1,59713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,536$140K0.01%-45713F-HRTimelineGroup
Red Tortoise LLC3,400$135K0.07%013F-HRTimeline
Bogart Wealth, LLC3,326$132K0.01%-91813F-HRTimeline
Horizons Wealth Management2,907$115K0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,800$111K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,460$97.6K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,123$84.3K0.01%013F-HRTimeline
MOTCO1,995$79.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,947$77.3K0.02%+45813F-HRTimeline
Sunbelt Securities, Inc.1,714$68K0.01%+11913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,525$61K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arlington Trust Co LLCin group Arlington Trust Co LLC1,450$57.6K0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,400$55.6K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,364$54.1K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,343$53.3K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,297$51K<0.01%-7,87013F-HRTimelineGroup
Parkside Financial Bank & Trust1,281$50.9K0.01%-27,64113F-HRTimeline
MAI Capital Management1,135$45K<0.01%-31913F-HRTimeline
JDM Financial Group LLC1,104$43.8K0.02%013F-HRTimeline
American Capital Advisory, LLC1,046$41.5K0.02%-56013F-HRTimeline
CENTRAL TRUST Co1,019$40.4K<0.01%013F-HRTimeline
Garde Capital, Inc.860$34.1K<0.01%new13F-HRTimeline
Navigoe, LLC880$34K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV859$34K0.01%new13F-HRTimeline
Anchor Investment Management, LLC750$29.8K<0.01%-2513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…648$26K0.01%013F-HRTimeline
Cornerstone Planning Group LLC621$25K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC609$24.2K0.01%+27013F-HRTimeline
MATHER GROUP, LLC.515$20.4K<0.01%013F-HRTimeline
Asset Dedication, LLC488$19.4K<0.01%013F-HRTimeline
ORG Partners LLC485$19.3K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC479$19K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC392$15.6K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC354$14.1K<0.01%013F-HRTimeline
Financial Perspectives, Inc328$13K<0.01%013F-HRTimeline
Dunhill Financial, LLC300$11.9K0.01%013F-HRTimeline
CGC Financial Services, LLC289$11.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…273$10.8K<0.01%-2813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/250$9.92K<0.01%-3,56313F-HRTimelineGroup
GAMMA Investing LLC241$9.56K<0.01%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC240$9.53K0.01%013F-HRTimeline
CVA Family Office, LLC212$8.41K<0.01%013F-HRTimeline
Operose Advisors LLC212$8.41K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC196$7.78K<0.01%013F-HRTimeline
TD Capital Management LLC182$7.22K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC166$6.59K<0.01%013F-HRTimeline
SIGNATUREFD, LLC155$6.15K<0.01%+9313F-HRTimeline
Founders Financial Alliance, LLC134$5.32K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC111$4.41K<0.01%-413F-HRTimeline
Mattson Financial Services, LLC103$4.09K<0.01%-37,00813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp80$3.18K<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC75$2.98K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60$2.38K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.60$2.38K<0.01%new13F-HRTimeline
Compass Wealth Management LLC58$2.3K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC54$2.14K<0.01%+2013F-HRTimeline
Provident Wealth Management, LLC53$2.1K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$1.99K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC38$1.55K<0.01%new13F-HRTimeline
NFSG Corp32$1.27K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$794<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC18$715<0.01%013F-HRTimeline
Evolution Advisers, Inc.22$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26,29513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.