Skip to content
Disclosery

IQLT ISHARES TR

Follow

MSCI INTL QUALTY (fund)

561 managers (568 13F filers) reported a position in IQLT shares at 2025-06-30, 258,441,168 shares in all. 73 filers opened a position and 30 filers sold out during the quarter.

Managers
561
13F filers
568
New
73
Added
253
Reduced
164
Sold out
30
Shares held by filers
258,441,168

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Platform Technology Partners8,592$371K0.1%+2413F-HRTimeline
Brown Financial Advisory8,538$369K0.2%+1,10213F-HRTimeline
Abel Hall, LLC8,519$368K0.17%-80813F-HRTimeline
Perigon Wealth Management, LLC8,422$364K0.01%-19613F-HRTimeline
Advisory Services Network, LLC8,715$362K0.01%-83,29513F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,193$356K0.15%-52913F-HRTimeline
DIVERSIFIED TRUST CO8,133$352K0.01%+77613F-HRTimeline
Midwest Heritage Bank, FSB7,899$341K0.13%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,853$339K0.04%-28113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,850$339K<0.01%+23013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,816$338K<0.01%+2,60013F-HRTimelineGroup
National Philanthropic Trust7,720$334K<0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.7,687$332K0.04%new13F-HRTimeline
CHILTON INVESTMENT CO INC.7,662$331K0.01%013F-HRTimeline
GTS SECURITIES LLC7,601$329K0.01%new13F-HRTimeline
Cyr Financial Inc.7,601$329K0.25%-28,47713F-HRTimeline
BEACON FINANCIAL GROUP7,518$325K0.03%013F-HRTimeline
NorthCoast Asset Management LLC7,415$320K<0.01%+44413F-HRTimeline
Fortress Financial Solutions, LLC7,360$318K0.4%-413F-HRTimeline
LANARK FINANCIAL, INC.7,359$318K0.03%+2,46913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,524$317K0.03%-4,67613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,282$315K0.24%+7313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,215$312K0.06%13F-HRTimelineGroup
Hickory Point Bank & Trust7,072$306K0.25%013F-HRTimeline
Everhart Financial Group, Inc.7,069$306K0.04%new13F-HRTimeline
NorthRock Partners, LLC6,942$300K0.01%-3913F-HR/ATimeline
Continuum Advisory, LLC6,938$300K0.04%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,924$299K<0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.6,885$298K0.06%-313F-HRTimeline
Ground Swell Capital, LLC6,855$296K0.48%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,698$289K0.03%new13F-HRTimeline
HM PAYSON & CO6,587$285K<0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,494$281K0.08%+74513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,484$280K0.18%-5,07013F-HRTimeline
Bond & Devick Financial Network, Inc.6,370$275K0.09%013F-HRTimeline
Ethic Inc.6,336$273K<0.01%013F-HRTimeline
Sterling Wealth Management, Inc.6,305$273K0.09%13F-HRTimeline
Astra Wealth Partners LLC6,200$268K0.22%013F-HRTimeline
NWAM LLC6,217$258K0.02%+24813F-HR/ATimeline
PRIVATE TRUST CO NA5,955$257K0.02%-513F-HRTimeline
PINNACLE ASSOCIATES LTD5,892$255K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,892$255K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.5,777$250K0.07%013F-HRTimeline
Nicholas Hoffman & Company, LLC.5,733$248K0.01%new13F-HRTimeline
GWN SECURITIES INC.5,654$245K0.05%-95613F-HRTimeline
Medallion Wealth Advisors, LLC5,634$243K0.09%+87313F-HRTimeline
KICKSTAND VENTURES, LLC.5,605$242K0.06%013F-HRTimeline
Payne Capital Management, LLC5,588$242K0.09%013F-HRTimeline
Unique Wealth Strategies, LLC5,466$236K0.1%-4,37113F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC5,427$235K0.2%-89313F-HRTimeline
OneDigital Investment Advisors LLC5,406$234K<0.01%-52513F-HRTimeline
SYNOVUS FINANCIAL CORP5,403$234K<0.01%-19513F-HRTimeline
Capital Squared Financial LLC5,318$230K0.27%13F-HRTimeline
Diversified Enterprises, LLC5,318$230K0.02%-89813F-HRTimeline
SYM FINANCIAL Corp5,229$226K0.03%013F-HRTimeline
Dana Investment Advisors, Inc.5,198$225K0.01%new13F-HRTimeline
Alta Wealth Advisors LLC5,182$224K0.11%013F-HRTimeline
Western Wealth Management, LLC5,158$223K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,140$222K0.01%013F-HRTimeline
Argent Trust Co5,133$222K0.01%013F-HRTimeline
Auxano Advisors, LLC5,122$221K0.05%new13F-HRTimeline
Seek First Inc.5,028$217K0.18%new13F-HR/ATimeline
Princeton Global Asset Management LLC5,012$217K0.04%-1,32213F-HRTimeline
Key Financial Inc4,982$215K0.04%013F-HRTimeline
Stewardship Advisors, LLC4,975$215K0.05%new13F-HRTimeline
SYON CAPITAL LLC4,971$215K0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,900$212K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,906$212K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.4,862$210K0.02%new13F-HRTimeline
Cassaday & Co Wealth Management LLC4,796$207K0.01%new13F-HRTimeline
Edge Financial Advisors LLC4,736$205K0.11%new13F-HRTimeline
HBK Sorce Advisory LLC4,709$204K0.01%new13F-HRTimeline
BRIGHTON JONES LLC4,703$203K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,645$201K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,424$191K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,414$191K0.1%013F-HRTimeline
EP Wealth Advisors, LLC4,037$174K<0.01%new13F-HRTimeline
Copia Wealth Management3,836$166K0.14%-64513F-HRTimeline
Red Tortoise LLC3,449$149K0.07%+4913F-HRTimeline
Bogart Wealth, LLC3,340$144K0.01%+1413F-HRTimeline
Glenmede Investment Management, LP3,070$133K<0.01%13F-HRTimeline
Horizons Wealth Management2,933$127K0.09%+2613F-HRTimeline
AE Wealth Management LLC2,887$125K<0.01%-3,74213F-HRTimeline
Physician Wealth Advisors, Inc.2,840$123K0.02%+4013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,836$123K0.01%-70013F-HRTimelineGroup
Icon Wealth Advisors, LLC2,479$107K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,460$106K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,123$91.8K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,950$84.3K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.1,920$83K0.04%-2713F-HRTimeline
MOTCO1,995$82.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,874$81K0.01%new13F-HRTimeline
CENTRAL TRUST Co1,723$74.5K<0.01%+70413F-HRTimeline
CWM, LLCin group CWM, LLC1,643$71K<0.01%+34613F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,450$62.7K0.01%013F-HRTimelineGroup
Clearstead Trust, LLC1,410$60.9K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,595$59.2K0.01%-11913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,364$59K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,343$58K0.02%013F-HRTimeline
MAI Capital Management1,295$56K<0.01%+16013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,173$50.7K0.02%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,125$48.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,125$48.6K<0.01%+85213F-HRTimelineGroup
Qube Research & Technologies Ltd975$42.1K<0.01%new13F-HRTimeline
Independence Bank of Kentucky950$41.1K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust940$40.6K<0.01%-34113F-HRTimeline
Arax Advisory Partners939$40.6K<0.01%new13F-HRTimeline
Navigoe, LLC880$38K0.03%013F-HRTimeline
Garde Capital, Inc.860$37.2K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV859$37K0.01%013F-HRTimeline
GAMMA Investing LLC829$35.8K<0.01%+58813F-HRTimeline
Anchor Investment Management, LLC750$32.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.734$32K<0.01%-79113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group734$31.7K<0.01%new13F-HR/ATimeline
Cornerstone Planning Group LLC699$29.3K0.01%+7813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…648$28K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC609$26.3K0.01%013F-HRTimeline
Spurstone Advisory Services, LLC600$25.9K0.39%new13F-HRTimeline
Strategic Wealth Partners, Ltd.520$22.5K<0.01%13F-HRTimeline
Asset Dedication, LLC488$21.1K<0.01%013F-HRTimeline
Community Bank, N.A.479$20.7K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC479$20.7K0.01%013F-HRTimeline
First Horizon Advisors, Inc.425$18.4K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC392$16.9K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC359$15.5K<0.01%+513F-HRTimeline
Financial Perspectives, Inc328$14.2K<0.01%013F-HRTimeline
Keener Financial Planning LLC339$14K0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.328$13.9K<0.01%new13F-HRTimeline
Team Financial Group, LLC297$12.8K0.01%new13F-HRTimeline
Dunhill Financial, LLC297$12.8K<0.01%-313F-HRTimeline
CGC Financial Services, LLC289$12.5K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC258$11.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/250$10.8K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC240$10.4K0.01%013F-HRTimeline
CVA Family Office, LLC212$9.16K<0.01%013F-HRTimeline
Operose Advisors LLC212$9.16K<0.01%013F-HRTimeline
SIGNATUREFD, LLC202$8.73K<0.01%+4713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC196$8.47K<0.01%013F-HR/ATimeline
Delos Wealth Advisors, LLC196$8.47K0.01%new13F-HRTimeline
TD Capital Management LLC185$7.98K<0.01%+313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC150$6.41K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC134$5.79K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.122$5.22K<0.01%-7,48013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC111$4.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/103$4.45K<0.01%new13F-HRTimeline
CITY HOLDING CO91$3.93K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp80$3.46K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC72$3.11K<0.01%+1813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60$2.59K<0.01%013F-HRTimeline
Provident Wealth Management, LLC51$2.2K<0.01%-213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$2.16K<0.01%013F-HR/ATimelineGroup
Rialto Wealth Management, LLC37$1.6K<0.01%new13F-HRTimeline
NFSG Corp32$1.38K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$865<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC18$778<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$433<0.01%new13F-HRTimeline
Kilter Group LLC8$360<0.01%new13F-HRTimeline
Rossby Financial, LCC1$46<0.01%-3713F-HRTimeline
Evolution Advisers, Inc.22$00%013F-HRTimelineValue filed as zero, left out of ratios.
Briaud Financial Planning Inc13$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.