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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,593,403$1.21B0.64%-411,99713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,880,714$829M0.07%+12,920,32713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,613,903$739M+1,084,398Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,193,685$326M0.09%+2,469,71813F-HRTimelineGroup
Richard Bernstein Advisors LLC7,000,632$278M6.72%+4,755,84213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,940,514$236M0.74%-158,65213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,267,329$209M0.02%-569,37013F-HRTimelineGroup
Capital Investment Advisors, LLC4,897,053$194M3.8%+206,98013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,882,326$194M0.01%-561,87913F-HRTimelineGroup
LPL Financial LLC3,988,406$158M0.06%+49,81713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,878,818$154M0.32%+305,51913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,230,666$128M0.29%-30,63213F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,190,711$127M3.27%+309,52913F-HRTimeline
Cetera Investment Advisers3,050,964$121M0.23%+525,69413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,653,236$105M0.17%-32,64313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,419,539$96M0.08%-316,08413F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,355,821$93.5M0.02%+166,05413F-HRTimelineGroup
HighTower Advisors, LLC2,103,785$83.5M0.11%-21,92513F-HRTimeline
EASTERN BANK2,099,915$83.3M1.63%+1,249,51613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,018,660$80.1M0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,719,939$68.3M0.03%+75,43213F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,634,145$64.9M1.57%-7,27113F-HRTimeline
Catalyst Capital Advisors LLC1,634,145$64.9M1.33%-7,27113F-HRTimeline
Cresset Asset Management, LLC1,314,515$52.2M0.26%+38513F-HRTimeline
FMR LLCin group FMR LLC1,268,899$50.4M<0.01%+17,50313F-HRTimelineGroup
Sage Mountain Advisors LLC1,237,347$49.1M3.62%+46,04613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,199,268$47.6M0.25%+29,89113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,179,207$46.8M0.01%-108,86913F-HR/ATimelineGroup
NewEdge Wealth, LLC1,140,732$45.3M0.82%-59,35513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,120,458$44.5M+1,035,256Timeline
NewEdge Advisors, LLC1,106,723$43.9M0.26%+117,92213F-HRTimeline
Valence8 US LP1,041,153$41.3M19.37%+50,71413F-HRTimeline
Financial Strategies Group, Inc.1,021,876$40.4M9.56%+12,76813F-HRTimeline
MML INVESTORS SERVICES, LLC1,000,695$39.7M0.13%-79,43813F-HRTimeline
Allen Capital Group, LLC987,057$39.2M4.49%+5,83913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.963,177$38.2M0.36%+177,90513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN943,582$37.5M0.01%+154,96513F-HRTimelineGroup
D'Orazio & Associates, Inc.937,209$37.2M5.67%-2,91813F-HRTimeline
RVW Wealth, LLC931,352$37M3.48%-245,07613F-HRTimeline
Sandy Spring Bank917,606$36.4M1.53%+261,32113F-HRTimeline
Cambridge Investment Research Advisors,…907,577$36M0.12%+110,25613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC859,799$34.1M0.05%+65,78113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.859,000$34.1M6.62%+30,80713F-HRTimeline
Silver Coast Investments LLC840,362$33.4M12.66%-52,82513F-HRTimeline
Janney Montgomery Scott LLC830,085$32.9M0.09%+59,67713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC829,212$32.9M0.61%+765,14213F-HRTimeline
Unison Advisors LLC824,142$32.7M4.16%+82,33413F-HRTimeline
SCS Capital Management LLC787,829$31.3M0.4%+266,71213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.766,656$30.4M<0.01%+13,28413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.766,301$30.4M0.07%+47,00113F-HRTimelineGroup
Wharton Business Group, LLC755,800$30M1.36%013F-HRTimeline
Mariner, LLCin group Mariner, LLC755,036$30M0.05%+2,67413F-HRTimelineGroup
Harbor Group, Inc.714,839$28.4M5.67%+646,24313F-HRTimeline
Retirement Planning Group, LLC714,510$28.4M1.33%-1,805,92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP680,380$27M0.03%+69,32413F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC669,902$26.1M2.1%-16,52713F-HRTimeline
Paragon Capital Management Ltd593,979$23.6M4.83%+16,98513F-HRTimeline
Carnegie Investment Counsel631,352$22.7M0.54%+33,97913F-HRTimeline
ENZI WEALTH537,687$22M8.9%+3,07613F-HRTimeline
Employees' Retirement Fund of the City …537,000$21.3M10.5%013F-HRTimeline
Cook Wealth, LLC491,919$20.2M9.81%+130,74413F-HRTimeline
Ascent Wealth Partners, LLC504,339$20M2.68%new13F-HRTimeline
Private Advisor Group, LLC495,217$19.7M0.12%-32,72513F-HRTimeline
Foster Group, Inc.476,272$18.9M0.71%+18,13413F-HRTimeline
Pallas Capital Advisors LLC472,738$18.8M0.78%+8,05813F-HRTimeline
Capital Planning Advisors, LLC466,960$18.5M2.86%+6,03313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.441,111$17.5M2.38%-36,82213F-HRTimeline
Armbruster Capital Management, Inc.437,069$17.3M3.46%+10,74513F-HRTimeline
Kathmere Capital Management, LLC432,997$17.2M1.46%+3,91413F-HRTimeline
Ledyard National Bank410,517$16.3M1.61%+37,50113F-HRTimeline
Aptus Capital Advisors, LLC410,337$16.3M0.18%+35,28913F-HRTimeline
Advus Financial Partners, LLC408,368$16.2M6.94%+22,55513F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC404,125$16M0.18%-19,23313F-HRTimelineGroup
Sunburst Financial Group, LLC398,188$15.8M3.88%+38,80713F-HRTimeline
Sanctuary Advisors, LLC385,737$15.3M0.11%+83,17813F-HRTimeline
Modern Wealth Management, LLC382,220$15.2M0.49%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…369,845$14.7M0.04%+2,39013F-HRTimelineGroup
Longview Financial Advisors, Inc.368,041$14.6M12.53%+66,59713F-HRTimeline
Haverford Trust Co357,014$14.2M0.14%+93,74613F-HRTimeline
Frontier Asset Management, LLC349,360$13.9M4.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.348,161$13.8M0.17%+54,25413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC330,746$13.1M5.01%+18,89413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC334,789$12.4M0.28%+3,51513F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding305,256$12.1M+36,513Timeline
Sequoia Financial Advisors, LLC301,566$12M0.09%+128,47813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC299,688$11.9M0.44%+255,09313F-HRTimelineGroup
Interchange Capital Partners, LLC299,477$11.9M3.33%+18,65113F-HRTimeline
Mason & Associates Inc296,491$11.8M2.92%+7,21613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC293,254$11.6M0.1%+33,03313F-HR/ATimelineGroup
AlphaCore Capital LLC285,624$11.3M0.96%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…282,340$11.2M2.16%-11,97813F-HR/ATimelineGroup
Klaas Financial Asset Advisors, LLC281,346$11.2M1.93%+3,27713F-HRTimeline
REGIMEN WEALTH, LLC276,929$11M3.53%+1,46013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC63,879$10.9M8.01%-7,15413F-HRTimeline
Richard P Slaughter Associates Inc264,626$10.5M2.45%-108,93113F-HRTimeline
Summit Wealth Partners, LLC261,769$10.4M2.11%-3,75213F-HRTimeline
Abundance Wealth Counselors260,888$10.4M2.17%-277,46413F-HRTimeline
Wade Financial Advisory, Inc255,861$10.2M3.48%+2,06313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.250,694$9.95M0.26%+7,18713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…264,484$9.9M0.4%-69,80713F-HRTimelineGroup
Carr Financial Group Corp246,430$9.78M3.21%+13,16913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC245,557$9.75M0.97%-12,37113F-HR/ATimeline
Marshall Financial Group, LLC238,461$9.46M2.07%+18,80713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC237,907$9.44M3.05%-30613F-HRTimeline
Archer Investment Management, LLC234,040$9.29M6.43%+4,75813F-HRTimeline
MBA Advisors LLC233,089$9.25M4.58%+12,54913F-HRTimeline
Wealthspire Retirement, LLC232,638$9.23M0.73%+12,82813F-HRTimeline
OAK FAMILY ADVISORS, LLC228,062$9.05M3.76%+70,97713F-HRTimeline
SVB WEALTH LLC227,843$9.04M0.37%-47,65413F-HRTimeline
Mutual Advisors, LLC219,346$8.98M0.26%-65,00113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI224,235$8.9M0.99%+8,45713F-HRTimeline
Breakwater Capital Group219,540$8.71M1.55%+11,06913F-HRTimeline
Integrity Financial Corp /WA219,141$8.7M4.93%+1,60813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding215,030$8.53M+30,963Timeline
Crane Advisory, LLC215,140$8.38M1.51%+19,18813F-HRTimeline
Northeast Financial Consultants Inc208,169$8.26M0.37%-9,93013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC203,679$8.08M0.14%-14,46913F-HRTimeline
Parallel Advisors, LLC200,260$7.95M0.18%-12,55113F-HRTimeline
Arkadios Wealth Advisors200,088$7.94M0.3%+172,27213F-HRTimeline
Emerald Advisors, LLC199,037$7.9M1.05%+13,34813F-HRTimeline
Bell Investment Advisors, Inc197,935$7.86M1.45%-1,43513F-HRTimeline
World Investment Advisors194,052$7.7M0.2%+183,64013F-HRTimeline
Addison Advisors LLC192,704$7.65M2.09%+6,17813F-HRTimeline
Focus Financial Network, Inc.189,492$7.52M0.31%+3,49613F-HRTimeline
1900 WEALTH MANAGEMENT LLC188,684$7.49M0.62%+14,99913F-HRTimeline
Patton Albertson Miller Group, LLC187,985$7.46M1.11%-11,61413F-HR/ATimeline
Inlight Wealth Management, LLC186,502$7.4M4.59%+3,18313F-HRTimeline
Opulen Financial Group LLC185,505$7.36M6.69%+5,34313F-HRTimeline
Coastal Bridge Advisors, LLC184,966$7.34M0.66%new13F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…188,187$7.33M0.02%-468,89613F-HR/ATimelineGroup
EPG Wealth Management LLC183,794$7.29M2.03%+3,93913F-HRTimeline
Adero Partners, LLC181,577$7.21M0.47%-7,43813F-HRTimeline
USAdvisors Wealth Management, LLC177,996$7.06M2.46%-1,64313F-HRTimeline
Capital Investment Counsel, LLC173,890$6.9M1.14%-6713F-HRTimeline
Altus Wealth Management, LLC173,424$6.88M3.22%+1,01613F-HRTimeline
Linscomb Wealth, Inc.171,628$6.81M0.34%+14,33213F-HRTimeline
AdvisorNet Financial, Inc163,668$6.5M0.48%+2,34513F-HRTimeline
Strategic Blueprint, LLC161,898$6.43M0.35%+13,88413F-HRTimeline
LongView Wealth Management161,524$6.41M1.92%-11,22813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.159,166$6.32M0.04%+4,37613F-HRTimeline
Beaumont Financial Advisors, LLC158,788$6.3M0.49%new13F-HRTimeline
FLOW TRADERS U.S. LLC158,732$6.3M0.27%-161,09813F-HRTimeline
Balentine LLC157,133$6.24M0.26%+12,26113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC155,476$6.17M1.58%+2,94613F-HRTimelineGroup
D.A. DAVIDSON & CO.155,414$6.17M0.05%+3,54413F-HRTimeline
Genesis Wealth Advisors, LLC149,858$5.95M4.82%+7,18013F-HRTimeline
Eagle Strategies LLC149,794$5.95M1.03%+2,03313F-HRTimeline
Meridian Wealth Management, LLC149,252$5.92M0.29%+14,99413F-HRTimeline
&PARTNERS145,606$5.83M0.06%-20,37913F-HRTimeline
MIDDLETON & CO INC/MA146,727$5.82M0.68%new13F-HRTimeline
Apella Capital, LLC149,158$5.76M0.2%-50,59313F-HRTimeline
Dynamic Advisor Solutions LLC136,663$5.42M0.18%+14,53713F-HRTimeline
Graypoint LLC136,256$5.41M0.34%-80813F-HRTimeline
PLIMOTH TRUST CO LLC133,116$5.28M1.38%+24,43313F-HRTimeline
Intergy Private Wealth, LLC132,038$5.24M1.99%-10113F-HRTimeline
Ewing Morris & Co. Investment Partners …92,665$5.17M1.63%+18,82013F-HRTimeline
OxenFree Capital LLC130,391$5.16M3.93%+13,86113F-HRTimeline
WPG Advisers, LLC129,368$5.13M4.79%+15,15213F-HRTimeline
Sagace Wealth Management LLC125,708$4.99M3.77%+1,05313F-HRTimeline
Ackerman Capital Advisors, LLC124,874$4.96M1.31%+1,80813F-HRTimeline
49 WEALTH MANAGEMENT, LLC124,466$4.94M0.6%-586,43913F-HRTimeline
BAILARD, INC.121,912$4.84M0.12%+1,10413F-HRTimeline
Evensky & Katz LLC120,565$4.79M0.32%-5,44413F-HRTimeline
Crumly & Associates Inc.114,468$4.54M1.25%-1,33213F-HRTimeline
Journey Advisory Group, LLC112,416$4.46M0.37%-9,28913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,452$4.38M0.02%-7,07713F-HRTimelineGroup
Baron Financial Group, LLC106,054$4.21M2.65%+84913F-HRTimeline
Atria Investments, Inc105,779$4.2M0.05%+33,77713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC105,273$4.18M0.06%-10,05513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.102,875$4.08M0.2%+31,84013F-HRTimeline
SOL Capital Management CO101,777$4.04M0.45%-9,24013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101,306$4.02M0.32%-8,19413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC100,555$3.99M0.29%+60,30213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC93,801$3.94M1.54%+3,60813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources99,362$3.94M<0.01%+2,61913F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…96,965$3.85M0.52%-11,13913F-HRTimeline
Fluent Financial, LLC96,869$3.84M1.68%+1,92913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC94,302$3.74M0.76%-32,39213F-HRTimeline
Keystone Financial Group92,835$3.68M0.37%-44,35213F-HRTimeline
Advisory Services Network, LLC92,010$3.65M0.07%+20,52213F-HRTimeline
ICICI Prudential Asset Management Co Ltd91,455$3.63M0.47%013F-HRTimeline
Thrive Wealth Management, LLC91,304$3.62M0.69%-6,29513F-HRTimeline
Tacita Capital Inc90,881$3.61M2.6%+1,05213F-HRTimeline
DAVENPORT & Co LLC90,098$3.58M0.02%+13,73613F-HRTimeline
BFSG, LLC89,451$3.55M0.43%+2,65513F-HRTimeline
YHB Investment Advisors, Inc.89,228$3.54M0.3%+6,95813F-HRTimeline
Milestone Investment Advisors LLC88,326$3.51M0.97%-34,55813F-HRTimeline
Veridan Wealth LLC87,705$3.48M1.57%-5,19713F-HRTimeline
Calydon Capital85,337$3.39M0.63%013F-HRTimeline
Federation des caisses Desjardins du Qu…85,083$3.38M0.02%+23,18313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/85,063$3.37M<0.01%-16,82613F-HRTimelineGroup
BBR PARTNERS, LLC84,916$3.37M0.24%013F-HRTimeline
SFM, LLC83,809$3.33M2.45%-19,27013F-HRTimeline
WARNER FINANCIAL, INC82,110$3.26M1.44%+1,48913F-HRTimeline
Councilor Wealth, LLC80,577$3.2M1.6%+17,17413F-HRTimeline
CENTAURUS FINANCIAL, INC.80,293$3.19M0.19%+18,24213F-HRTimeline
Dorsey & Whitney Trust CO LLC80,086$3.18M0.18%+1,52913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,045$3.18M0.01%-11,41113F-HRTimeline
SFI Advisors, LLC75,802$3.01M2.22%+8,47613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp72,461$2.88M<0.01%-1,592,76113F-HRTimelineGroup