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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,476 managers (1,491 13F filers) reported a position in QUAL shares at 2024-12-31, 244,619,916 shares in all. 76 filers opened a position and 66 filers sold out during the quarter.

Managers
1,476
13F filers
1,491
New
76
Added
644
Reduced
446
Sold out
66
Shares held by filers
244,619,916

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
True North Advisors, LLC2,975$530K0.12%new13F-HRTimeline
PKS Advisory Services, LLC2,970$529K0.13%13F-HRTimeline
First National Trust Co2,968$529K0.02%-1,06013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,966$528K<0.01%-9,46413F-HRTimelineGroup
Marcum Wealth, LLC2,958$527K0.05%013F-HRTimeline
Alpha Cubed Investments, LLC2,943$524K0.02%+9113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,942$524K0.01%013F-HRTimeline
Waterway Wealth Management, LLC2,926$521K0.23%013F-HRTimeline
Etesian Wealth Advisors, Inc.2,925$521K0.23%+4513F-HRTimeline
Prosperity Consulting Group, LLC2,912$519K0.04%-7,27213F-HRTimeline
International Private Wealth Advisors L…2,900$516K0.51%new13F-HRTimeline
Fiduciary Alliance LLC2,877$512K0.05%-12013F-HRTimeline
JDM Financial Group LLC2,870$511K0.27%+1,90613F-HRTimeline
HCR Wealth Advisors2,838$505K0.06%+1,26013F-HRTimeline
Advisor Resource Council2,816$501K0.36%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,813$501K0.38%+72413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,796$498K0.15%-1,17013F-HRTimelineGroup
Legacy Trust2,773$494K0.11%013F-HRTimeline
Veridan Wealth LLC2,705$494K0.23%13F-HRTimeline
Granite Bay Wealth Management, LLC2,771$493K0.18%-16213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,768$493K0.04%-10813F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC2,738$488K0.05%-9013F-HR/ATimeline
Rathbones Group PLC2,729$486K<0.01%-21113F-HRTimeline
Delta Investment Management, LLC2,710$483K0.09%+2013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,705$482K<0.01%-2,81513F-HRTimelineGroup
Avior Wealth Management, LLC2,697$480K0.02%+63413F-HRTimeline
Fermata Advisors, LLC2,697$480K0.09%-213F-HRTimeline
SYM FINANCIAL Corp2,697$480K0.06%+2513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,693$479K0.18%+713F-HRTimeline
Beverly Hills Private Wealth, LLC2,688$479K0.1%-27713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,685$478K0.09%+713F-HRTimeline
Atlas Brown,Inc.2,670$476K0.16%+813F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC2,641$474K0.37%013F-HRTimeline
Disciplined Investments, LLC2,644$471K0.23%013F-HRTimeline
JPL Wealth Management, LLC2,642$471K0.13%13F-HRTimeline
BBR PARTNERS, LLC2,642$470K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,599$463K0.12%13F-HRTimeline
Horan Capital Advisors, LLC.2,592$462K0.16%013F-HRTimeline
DAVIDSON TRUST CO2,593$461K0.24%-10613F-HRTimeline
Lansing Street Advisors2,588$461K0.16%+813F-HRTimeline
Quartz Partners, LLC2,584$460K0.28%-42113F-HRTimeline
Fort Point Capital Partners LLC2,580$459K0.05%013F-HRTimeline
Zions Bancorporation, N.A.2,578$459K0.03%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,578$459K0.03%-10113F-HRTimelineGroup
Willis Johnson & Associates, Inc.2,577$459K0.04%-36413F-HRTimeline
GUERRA PAN ADVISORS, LLC2,575$459K0.33%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,564$457K0.02%+13913F-HRTimelineGroup
Citizens National Bank Trust Department2,540$452K0.1%013F-HRTimeline
San Luis Wealth Advisors LLC2,536$452K0.09%-4013F-HRTimeline
EVOKE WEALTH, LLC2,514$448K0.01%+60513F-HRTimeline
Beaumont Financial Advisors, LLC2,505$446K0.03%+20413F-HRTimeline
Riverbend Wealth Management, LLC2,484$443K0.39%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,482$442K0.04%013F-HRTimeline
L. Roy Papp & Associates, LLP2,477$441K0.05%013F-HRTimeline
Capital Asset Advisory Services LLC2,449$439K0.02%+2813F-HRTimeline
GatePass Capital, LLC2,460$438K0.48%13F-HRTimeline
Accurate Wealth Management, LLC2,477$437K0.08%-75713F-HRTimeline
Darden Wealth Group Inc2,446$436K0.29%-7313F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,426$432K0.05%+3813F-HRTimeline
Sanchez Wealth Management Group2,424$432K0.12%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,422$431K0.04%-22613F-HRTimeline
Strait & Sound Wealth Management LLC2,410$429K0.2%+18113F-HRTimeline
LS Investment Advisors, LLC2,405$428K0.06%013F-HRTimeline
WIN ADVISORS, INC2,395$427K0.21%new13F-HRTimeline
Lodestone Wealth Management LLC2,393$426K0.21%013F-HRTimeline
Gemmer Asset Management LLC2,389$425K0.04%013F-HRTimeline
Fulton Bank, N.A.2,382$424K0.02%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,381$424K0.33%13F-HRTimeline
TRUST CO OF VERMONT2,372$422K0.02%-6813F-HRTimeline
Independence Bank of Kentucky2,367$422K0.06%+22213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,341$417K0.01%+4813F-HRTimeline
Exchange Bank2,332$415K0.33%+14813F-HRTimeline
Edgestream Partners, L.P.2,323$414K0.02%-2,17413F-HRTimeline
Leo Wealth, LLC2,317$413K0.04%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,315$412K0.18%+6613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,308$411K0.19%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,305$410K<0.01%+11113F-HRTimeline
Fairhaven Wealth Management, LLC2,291$408K0.13%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,284$407K0.01%-22013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,277$405K0.01%013F-HRTimelineGroup
CapWealth Advisors, LLC2,270$404K0.04%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,255$402K0.25%013F-HRTimeline
Asset Dedication, LLC2,255$402K0.03%-2413F-HRTimeline
Advyzon Investment Management, LLC2,226$396K0.15%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,205$393K<0.01%+61013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,204$393K0.2%+3713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,189$390K0.01%+1113F-HRTimelineGroup
Key Financial Inc2,180$388K0.09%+16413F-HRTimeline
Kingdom Financial Group LLC.2,177$388K0.26%-913F-HRTimeline
Advance Capital Management, Inc.2,169$386K0.02%+18113F-HRTimeline
Main Street Financial Solutions, LLC2,168$386K0.04%new13F-HRTimeline
Mesirow Financial Investment Management…2,166$386K0.01%-2313F-HRTimeline
Blue Zone Wealth Advisors, LLC2,163$385K0.11%+3113F-HRTimeline
PHILADELPHIA TRUST CO2,156$384K0.03%+7813F-HRTimeline
JGP Wealth Management, LLC2,151$383K0.05%new13F-HRTimeline
Sensible Money, LLC2,144$382K0.17%+313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,124$378K+14Timeline
Klingman & Associates, LLC2,114$376K0.02%+16313F-HRTimeline
Argentarii, LLC2,113$376K0.19%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,029$376K0.14%13F-HRTimeline
CPA Asset Management Group, LLC2,078$370K0.17%+113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,077$370K0.02%-7213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…2,062$367K0.02%-24313F-HRTimeline
Carlson Capital Management2,062$367K0.02%013F-HRTimeline
Duncan Williams Asset Management, LLC2,058$366K0.14%new13F-HRTimeline
Aprio Wealth Management, LLC2,053$366K0.05%+7813F-HRTimeline
Cape Investment Advisory, Inc.2,030$362K0.14%-12213F-HRTimeline
Provident Wealth Management, LLC2,012$358K0.12%013F-HRTimeline
Hobart Private Capital, LLC1,995$355K0.09%013F-HRTimeline
Corundum Group, Inc.1,994$355K0.13%+69413F-HRTimeline
Wealth Management Associates, Inc.1,993$355K0.15%+2713F-HRTimeline
Curi Capital, LLC1,989$354K0.01%-19913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$352K0.08%013F-HRTimeline
NORDEN GROUP LLC1,972$351K0.04%-3,17713F-HRTimeline
CIBC WORLD MARKET INC.1,970$351K<0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,970$351K0.12%+1113F-HRTimeline
Frederick Financial Consultants, LLC1,969$351K0.28%13F-HRTimeline
One Capital Management, LLC1,961$349K0.01%-23,47513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$349K0.25%013F-HRTimeline
CHANNEL WEALTH LLC1,956$348K0.11%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,951$347K0.03%+4013F-HRTimeline
Fourth Dimension Wealth, LLC1,950$347K0.18%13F-HRTimeline
Fisher Asset Management, LLC1,947$347K<0.01%+3113F-HRTimeline
Zhang Financial LLC1,939$345K0.02%+2413F-HRTimeline
Financial Engines Advisors L.L.C.1,939$345K<0.01%+25113F-HRTimeline
MONTAG A & ASSOCIATES INC1,936$345K0.02%013F-HRTimeline
CWS Financial Advisors, LLC1,920$342K0.11%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,918$342K0.01%+22313F-HRTimelineGroup
Sonora Investment Management Group, LLC1,897$338K0.03%-13413F-HRTimeline
HBW ADVISORY SERVICES LLC1,893$337K0.03%-1013F-HRTimeline
Qube Research & Technologies Ltd1,881$335K<0.01%-96413F-HRTimeline
Post Resch Tallon Group Inc.1,883$334K0.32%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,878$334K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPITAL INSIGHT PARTNERS, LLC1,876$334K0.06%+18813F-HRTimeline
Clark Asset Management, LLC1,873$334K0.06%new13F-HRTimeline
LVW Advisors, LLC1,871$333K0.04%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,949$333K0.21%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,867$332K0.11%013F-HRTimeline
ASPIRIANT, LLC1,848$329K0.01%+20413F-HRTimeline
BCS Wealth Management1,838$327K0.08%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC1,835$327K0.03%+10113F-HRTimeline
Quadcap Wealth Management, LLC1,827$325K0.05%-53413F-HRTimeline
WMS Partners, LLC1,820$324K0.02%+25213F-HRTimeline
Sharp Wealth Advisory, LLC1,819$324K0.25%+19813F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,818$324K0.2%013F-HRTimeline
Principle Wealth Partners LLC1,806$322K0.02%+13213F-HRTimeline
Schechter Investment Advisors, LLC1,804$321K0.02%013F-HRTimeline
US FINANCIAL ADVISORS, LLC1,803$321K0.1%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,800$321K0.03%013F-HRTimeline
Kendall Capital Management1,800$321K0.09%new13F-HRTimeline
Hemenway Trust Co LLC1,785$318K0.03%-10013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,777$316K0.03%-50313F-HRTimeline
Avion Wealth1,774$315K0.08%013F-HRTimeline
Western Financial Corp/CA1,769$315K0.17%-4813F-HRTimeline
Veracity Capital LLC1,768$315K0.11%+39713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,767$315K0.41%+1213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,746$311K0.06%+36213F-HRTimeline
Confluence Wealth Services, Inc.1,684$311K0.02%-21713F-HRTimeline
TKG Advisors, LLC1,686$310K0.14%-4213F-HRTimeline
GAMMA Investing LLC1,725$307K0.03%+5513F-HRTimeline
CW Advisors, LLC1,724$307K<0.01%+513F-HRTimeline
Rehmann Capital Advisory Group1,716$306K0.02%-12613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,713$305K0.03%new13F-HRTimeline
Solstein Capital, LLC1,702$303K0.17%013F-HRTimeline
Authentikos Wealth Advisory, LLC1,701$303K0.3%+13313F-HRTimeline
Coppell Advisory Solutions LLC1,694$303K0.04%+19413F-HRTimeline
Oxinas Partners, LLC1,694$302K0.18%+16413F-HRTimeline
Sterling Financial Planning, Inc.1,683$300K0.11%+15113F-HRTimeline
Consolidated Portfolio Review Corp1,662$296K0.05%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,658$295K0.01%013F-HRTimeline
Wescott Financial Advisory Group, LLC1,651$294K0.03%-3413F-HRTimeline
Cascade Investment Advisors, Inc.1,645$293K0.19%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,632$291K0.01%013F-HRTimeline
Smithfield Trust Co1,630$290K0.01%+73713F-HRTimeline
Chancellor Financial Group WB LP1,624$289K0.23%13F-HRTimeline
Legacy Capital Wealth Partners, LLC1,620$289K0.07%-12613F-HRTimeline
SIMA Wealth Partners, LLC1,617$288K0.24%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,615$288K0.06%013F-HRTimelineGroup
GREENWOOD GEARHART LLC1,611$287K0.02%-1,00013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,611$287K0.04%013F-HRTimeline
CVFG LLC1,606$286K0.26%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,607$286K0.06%013F-HRTimelineGroup
LongView Wealth Management1,604$286K0.09%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,604$286K0.06%-2813F-HRTimeline
Cadence Bank1,596$284K0.02%-16013F-HRTimeline
Donor Advised Charitable Giving, Inc.1,586$282K0.01%+29513F-HRTimeline
Summit Investment Advisory Services, LLC1,581$282K0.15%+413F-HRTimeline
Beacon Wealthcare LLC1,581$282K0.11%-1413F-HRTimeline
Cambridge Advisors Inc.1,577$281K0.06%-1413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,572$280K0.1%013F-HRTimeline
Sterling Investment Counsel, LLC1,562$278K0.18%-1,08013F-HRTimeline
W.H. Cornerstone Investments Inc.1,558$277K0.19%+213F-HRTimeline
Wealthquest Corp1,557$277K0.02%-47813F-HRTimeline
Secure Asset Management, LLC1,557$277K0.04%+2513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,553$277K0.01%-5913F-HRTimeline
Frank, Rimerman Advisors LLC1,551$276K0.02%013F-HRTimeline
Archford Capital Strategies, LLC1,544$275K0.04%+1213F-HRTimeline
Oregon Pacific Wealth Management, LLC1,543$275K0.27%13F-HRTimeline
Maridea Wealth Management LLC1,536$274K0.09%13F-HRTimeline
Atlas Private Wealth Advisors1,528$272K0.04%+213F-HRTimeline