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Disclosery

IQLT ISHARES TR

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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,858,904$1.46B1.07%+31,439,36513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,568,040$1.36B0.88%+974,63713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,974,867$1.08B0.09%+4,094,15313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,863,204$815M+249,301Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,301,323$402M0.1%+1,107,63813F-HRTimelineGroup
Richard Bernstein Advisors LLC9,134,121$395M9.74%+2,133,48913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,008,860$303M0.02%+1,741,53113F-HRTimelineGroup
Capital Investment Advisors, LLC5,246,050$227M4.06%+348,99713F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY5,134,593$222M0.01%+252,26713F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,038,993$218M0.57%-901,52113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,618,991$200M0.36%+740,17313F-HRTimelineGroup
LPL Financial LLC4,281,529$185M0.06%+293,12313F-HRTimeline
Cetera Investment Advisers3,669,541$159M0.27%+618,57713F-HRTimeline
UBS Group AGin group UBS Group AG3,520,025$152M0.03%+1,164,20413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,328,573$144M3.25%+137,86213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,085,664$133M0.3%-145,00213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,614,554$113M0.15%-38,68213F-HR/ATimelineGroup
HighTower Advisors, LLC2,237,620$96.7M0.12%+133,83513F-HRTimeline
EASTERN BANK2,175,636$94M1.79%+75,72113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,803,093$77.9M0.03%+83,15413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,698,596$73.4M0.05%-320,06413F-HRTimeline
Millburn Ridgefield LLC /DE/1,509,275$65.2M1.57%-124,87013F-HRTimeline
Catalyst Capital Advisors LLC1,509,275$65.2M1.32%-124,87013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,495,280$64.6M0.01%+316,07313F-HR/ATimelineGroup
Sage Mountain Advisors LLC1,376,979$59.5M3.87%+139,63213F-HRTimeline
Cresset Asset Management, LLC1,374,087$59.4M0.3%+59,57213F-HR/ATimeline
FMR LLCin group FMR LLC1,282,642$55.4M<0.01%+13,74313F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,252,339$54.1M0.25%+53,07113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,176,542$50.9M1.16%new13F-HRTimelineGroup
D'Orazio & Associates, Inc.1,164,827$50.3M7.11%+227,61813F-HRTimeline
NewEdge Advisors, LLC1,146,847$49.6M0.26%+40,12413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,129,791$48.8M+9,333Timeline
Financial Strategies Group, Inc.1,050,622$45.2M9.43%+28,74613F-HRTimeline
MML INVESTORS SERVICES, LLC1,029,798$44.5M0.13%+29,10313F-HRTimeline
NewEdge Wealth, LLC1,044,514$44.3M0.69%-96,21813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,013,750$43.8M0.36%+50,57313F-HRTimelineGroup
Allen Capital Group, LLC1,007,013$43.5M4.53%+19,95613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN997,717$43.1M0.01%+54,13513F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC973,689$42.1M13.63%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.961,209$41.5M0.07%+194,90813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…958,460$41.4M0.13%+50,88313F-HRTimeline
Janney Montgomery Scott LLC957,345$41.4M0.11%+127,26013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC939,994$40.6M0.05%+80,19513F-HRTimeline
RVW Wealth, LLC924,004$39.9M3.39%-7,34813F-HRTimeline
Valence8 US LP905,304$39.1M16.47%-135,84913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.903,708$39.1M6.69%+44,70813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.881,886$38.1M<0.01%+115,23013F-HRTimelineGroup
Unison Advisors LLC845,151$36.5M4.09%+21,00913F-HRTimeline
Silver Coast Investments LLC844,854$36.5M13.27%+4,49213F-HRTimeline
Mariner, LLCin group Mariner, LLC833,975$36M0.05%+78,93913F-HRTimelineGroup
SCS Capital Management LLC802,784$34.7M0.38%+14,95513F-HRTimeline
Harbor Group, Inc.784,206$33.9M6.01%+69,36713F-HRTimeline
Wharton Business Group, LLC768,335$33.2M1.4%+12,53513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP729,844$31.5M0.03%+49,46413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC708,484$30.6M0.51%-120,72813F-HRTimeline
MASON STREET ADVISORS, LLC692,700$29.9M3.5%new13F-HRTimeline
Carnegie Investment Counsel664,874$28.7M0.58%+33,52213F-HRTimeline
Foster Victor Wealth Advisors, LLC660,653$28.6M1.94%-9,24913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources650,590$28.1M0.01%+551,22813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…639,417$27.6M0.06%+451,23013F-HR/ATimelineGroup
Paragon Capital Management Ltd597,883$25.8M4.68%+3,90413F-HRTimeline
Retirement Planning Group, LLC593,917$25.7M1.09%-120,59313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding551,286$23.8M+336,256Timeline
Larson Financial Group LLC532,582$23M0.92%+495,89313F-HRTimeline
ENZI WEALTH528,040$22.7M8.32%-9,64713F-HRTimeline
Private Advisor Group, LLC521,685$22.5M0.12%+26,46813F-HRTimeline
Employees' Retirement Fund of the City …537,000$21.3M9.73%013F-HRTimeline
Carr Financial Group Corp492,679$21.3M6.28%+246,24913F-HRTimeline
Foster Group, Inc.477,298$20.6M0.71%+1,02613F-HRTimeline
Armbruster Capital Management, Inc.455,373$19.7M3.56%+18,30413F-HRTimeline
Haverford Trust Co450,844$19.5M0.19%+93,83013F-HRTimeline
Altus Wealth Management, LLC450,022$19.4M9.31%+276,59813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.441,385$19.1M2.51%+27413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC441,348$19.1M0.21%+37,22313F-HRTimelineGroup
Kathmere Capital Management, LLC437,453$18.9M1.46%+4,45613F-HRTimeline
Sanctuary Advisors, LLC434,837$18.8M0.12%+49,10013F-HRTimeline
Ledyard National Bank430,529$18.6M1.76%+20,01213F-HRTimeline
Aptus Capital Advisors, LLC428,321$18.5M0.18%+17,98413F-HRTimeline
Sunburst Financial Group, LLC417,476$18M4.04%+19,28813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC415,990$18M0.13%+122,73613F-HR/ATimelineGroup
Advus Financial Partners, LLC400,908$17.3M6.84%-7,46013F-HR/ATimeline
Modern Wealth Management, LLC399,422$17.3M0.43%+17,20213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…397,895$17.2M0.04%+28,05013F-HR/ATimelineGroup
Ascent Wealth Partners, LLC394,681$17.1M2.1%-109,65813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/386,214$16.7M0.02%+301,15113F-HR/ATimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC384,784$16.6M5.75%+54,03813F-HRTimeline
Longview Financial Advisors, Inc.361,489$15.6M13.27%-6,55213F-HRTimeline
AlphaCore Capital LLC355,545$15.4M0.58%+69,92113F-HRTimeline
Frontier Asset Management, LLC345,992$15M4.07%-3,36813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding338,305$14.6M+33,049Timeline
Atria Wealth Solutions, Inc.331,529$14.3M0.32%-16,63213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC324,385$14M0.01%+298,66313F-HRTimelineGroup
Interchange Capital Partners, LLC314,522$13.6M3.14%+15,04513F-HR/ATimeline
Klaas Financial Asset Advisors, LLC284,861$12.3M1.95%+3,51513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…269,267$11.6M1.99%-13,07313F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC256,806$11.1M0.08%-44,76013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC255,733$11.1M0.99%+10,17613F-HR/ATimeline
Summit Wealth Partners, LLC255,315$11M2.1%-6,45413F-HRTimeline
REGIMEN WEALTH, LLC249,332$10.8M3.35%-27,59713F-HRTimeline
Wealthspire Retirement, LLC247,738$10.7M0.71%+15,10013F-HRTimeline
MBA Advisors LLC246,558$10.7M4.92%+13,46913F-HRTimeline
Coastal Bridge Advisors, LLC245,501$10.6M0.88%+60,53513F-HRTimeline
Abundance Wealth Counselors246,134$10.5M1.97%-14,75413F-HRTimeline
Mutual Advisors, LLC240,868$10.4M0.26%+21,52213F-HRTimeline
Marshall Financial Group, LLC242,366$10.4M2.04%+3,90513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI239,889$10.4M1.08%+15,65413F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC237,097$10.2M3.13%-81013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.235,074$10.2M0.25%-15,62013F-HRTimelineGroup
Breakwater Capital Group223,802$9.67M1.58%+4,26213F-HRTimeline
Parallel Advisors, LLC221,897$9.59M0.19%+21,63713F-HRTimeline
Richard P Slaughter Associates Inc219,213$9.47M1.93%-45,41313F-HRTimeline
Calydon Capital218,314$9.44M0.93%+132,97713F-HRTimeline
Bell Investment Advisors, Inc216,769$9.37M1.61%+18,83413F-HRTimeline
Intrua Financial, LLC209,380$9.05M1.3%+163,00413F-HRTimeline
Inlight Wealth Management, LLC205,268$8.87M4.6%+18,76613F-HRTimeline
World Investment Advisors204,192$8.83M0.2%+10,14013F-HRTimeline
SVB WEALTH LLC203,938$8.81M0.47%-23,90513F-HRTimeline
Arkadios Wealth Advisors201,937$8.73M0.26%+1,84913F-HRTimeline
Northeast Financial Consultants Inc201,101$8.69M0.36%-7,06813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC201,044$8.69M0.11%-2,63513F-HRTimeline
IHT Wealth Management, LLC198,614$8.58M0.24%+188,06313F-HRTimeline
Addison Advisors LLC194,341$8.4M2.1%+1,63713F-HRTimeline
Focus Financial Network, Inc.193,585$8.37M0.33%+4,09313F-HRTimeline
Emerald Advisors, LLC190,143$8.22M1.05%-8,89413F-HRTimeline
Archer Investment Management, LLC188,032$8.13M5.9%-46,00813F-HRTimeline
1900 WEALTH MANAGEMENT LLC187,842$8.12M0.61%-84213F-HRTimeline
EPG Wealth Management LLC185,045$8M2.4%+1,25113F-HRTimeline
Opulen Financial Group LLC184,963$7.99M6.56%-54213F-HRTimeline
USAdvisors Wealth Management, LLC179,918$7.78M2.89%+1,92213F-HRTimeline
Linscomb Wealth, Inc.177,452$7.67M0.35%+5,82413F-HRTimeline
Patton Albertson Miller Group, LLC176,435$7.63M1%-11,55013F-HRTimeline
Capital Investment Counsel, LLC168,442$7.28M1.13%-5,44813F-HRTimeline
Meridian Wealth Management, LLC165,696$7.16M0.31%+16,44413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.164,817$7.12M0.04%+5,65113F-HRTimeline
LongView Wealth Management164,684$7.12M2.15%+3,16013F-HRTimeline
Federation des caisses Desjardins du Qu…161,858$7M0.03%+76,77513F-HRTimeline
Strategic Blueprint, LLC160,838$6.95M0.34%-1,06013F-HRTimeline
Balentine LLC155,666$6.73M0.26%-1,46713F-HRTimeline
D.A. DAVIDSON & CO.155,380$6.72M0.05%-3413F-HRTimeline
MIDDLETON & CO INC/MA154,742$6.69M0.75%+8,01513F-HRTimeline
Genesis Wealth Advisors, LLC153,570$6.64M4.98%+3,71213F-HRTimeline
Eagle Strategies LLC152,450$6.59M1%+2,65613F-HRTimeline
Integrity Financial Corp /WA150,777$6.52M3.32%-68,36413F-HRTimeline
Dynamic Advisor Solutions LLC141,141$6.1M0.19%+4,47813F-HRTimeline
Graypoint LLC140,140$6.06M0.34%+3,88413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…138,992$6.01M0.01%new13F-HRTimelineGroup
WPG Advisers, LLC138,431$5.98M5.05%+9,06313F-HRTimeline
OxenFree Capital LLC137,559$5.95M3.66%+7,16813F-HRTimeline
PLIMOTH TRUST CO LLC133,791$5.78M1.39%+67513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding133,610$5.77M-130,874Timeline
Fluent Financial, LLC131,713$5.69M2.34%+34,84413F-HRTimeline
Intergy Private Wealth, LLC131,666$5.69M1.94%-37213F-HRTimeline
&PARTNERS132,138$5.6M0.04%-13,46813F-HRTimeline
Ewing Morris & Co. Investment Partners …128,883$5.57M2.5%+36,21813F-HRTimeline
J.W. COLE ADVISORS, INC.126,239$5.46M0.12%+82,42313F-HRTimeline
BAILARD, INC.124,804$5.39M0.13%+2,89213F-HRTimeline
Apella Capital, LLC125,379$5.37M0.15%-23,77913F-HRTimeline
Crumly & Associates Inc.121,555$5.25M1.28%+7,08713F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC28,354$5.18M3.69%-35,52513F-HRTimeline
Ackerman Capital Advisors, LLC119,505$5.17M1.2%-5,36913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.117,053$5.06M0.23%+14,17813F-HRTimeline
SOL Capital Management CO115,477$4.99M0.48%+13,70013F-HRTimeline
OAK FAMILY ADVISORS, LLC111,886$4.84M1.75%-116,17613F-HRTimeline
Evensky & Katz LLC110,019$4.75M0.29%-10,54613F-HRTimeline
Atria Investments, Inc109,479$4.73M0.06%+3,70013F-HRTimeline
Sagace Wealth Management LLC109,476$4.73M3.54%-16,23213F-HRTimeline
Journey Advisory Group, LLC108,309$4.68M0.36%-4,10713F-HRTimeline
BFSG, LLC107,584$4.65M0.52%+18,13313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC106,351$4.6M0.06%+1,07813F-HRTimelineGroup
Baron Financial Group, LLC104,619$4.52M2.65%-1,43513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV103,461$4.47M0.32%+2,15513F-HRTimeline
YHB Investment Advisors, Inc.103,048$4.45M0.34%+13,82013F-HRTimeline
CENTAURUS FINANCIAL, INC.102,670$4.44M0.26%+22,37713F-HRTimeline
DURANTE & WATERS, LLC101,404$4.38M3.45%+31,36613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC100,846$4.36M0.81%+6,54413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp99,006$4.28M<0.01%+26,54513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC95,476$4.13M0.02%-14,97613F-HRTimelineGroup
PALO ALTO WEALTH ADVISORS, LLC95,354$4.12M1.56%+1,55313F-HRTimeline
Tacita Capital Inc93,674$4.05M2.6%+2,79313F-HRTimeline
ICICI Prudential Asset Management Co Ltd91,455$3.95M0.49%013F-HRTimeline
Patriot Financial Group Insurance Agenc…91,419$3.95M0.45%-5,54613F-HRTimeline
DAVENPORT & Co LLC90,023$3.89M0.02%-7513F-HRTimeline
Milestone Investment Advisors LLC88,853$3.84M1%+52713F-HRTimeline
Thrive Wealth Management, LLC88,774$3.84M0.62%-2,53013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC87,799$3.79M1.05%-67,67713F-HRTimelineGroup
BBR PARTNERS, LLC85,010$3.67M0.23%+9413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS84,609$3.66M0.14%+17,44013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC84,391$3.65M0.39%-40,07513F-HRTimeline
WARNER FINANCIAL, INC83,911$3.63M1.5%+1,80113F-HRTimeline
SFM, LLC83,891$3.63M2.33%+8213F-HRTimeline
Councilor Wealth, LLC83,247$3.6M1.68%+2,67013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,911$3.54M0.01%+1,86613F-HRTimeline
Dorsey & Whitney Trust CO LLC81,828$3.54M0.19%+1,74213F-HRTimeline
MFA Wealth Services81,505$3.52M2.65%+28,03413F-HRTimeline
Composition Wealth, LLC81,154$3.51M0.06%new13F-HRTimeline
Sigma Planning Corp74,782$3.23M0.1%+8,50513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,633$3.23M<0.01%+7,34613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC73,042$3.16M0.06%-261,74713F-HRTimelineGroup
MGO ONE SEVEN LLC71,599$3.09M0.1%+2,10713F-HRTimeline
SFI Advisors, LLC70,873$3.06M2.12%-4,92913F-HRTimeline