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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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
JDM Financial Group LLC2,870$490K0.25%013F-HRTimeline
EVOKE WEALTH, LLC2,851$487K0.01%+33713F-HRTimeline
MN Wealth Advisors, LLC2,841$486K0.29%new13F-HRTimeline
Wellment Financial2,833$484K0.64%-24213F-HRTimeline
Beverly Hills Private Wealth, LLC2,831$484K0.1%+14313F-HRTimeline
Consolidated Portfolio Review Corp2,828$483K0.08%+1,16613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC2,796$478K0.08%+92013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,788$476K0.18%+9513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,782$475K0.02%+21813F-HRTimelineGroup
Brown Miller Wealth Management, LLC2,780$475K0.16%new13F-HRTimeline
DAVIDSON TRUST CO2,768$473K0.23%+17513F-HRTimeline
Veridan Wealth LLC2,763$472K0.21%+5813F-HRTimeline
LifeGoal Investments, LLC2,612$471K0.51%new13F-HRTimeline
Sightline Wealth Advisors, LLC2,758$471K0.25%-5,44713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,752$470K0.04%-1613F-HRTimelineGroup
Maridea Wealth Management LLC2,703$462K0.15%+1,16713F-HRTimeline
SYM FINANCIAL Corp2,672$457K0.06%-2513F-HRTimeline
Avior Wealth Management, LLC2,671$456K0.02%-2613F-HRTimeline
Capital Asset Advisory Services LLC2,636$454K0.02%+18713F-HRTimeline
BBR PARTNERS, LLC2,642$451K0.03%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,640$451K0.08%-35713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,640$451K0.05%-35713F-HRTimelineGroup
Fermata Advisors, LLC2,634$450K0.08%-6313F-HRTimeline
Waterway Wealth Management, LLC2,626$449K0.19%-30013F-HRTimeline
LANARK FINANCIAL, INC.2,611$446K0.04%+2,60913F-HRTimeline
Citizens National Bank Trust Department2,606$445K0.1%+6613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,600$444K0.04%+11813F-HRTimeline
Quartz Partners, LLC2,598$444K0.27%+1413F-HRTimeline
Lansing Street Advisors2,594$443K0.15%+613F-HRTimeline
Horan Capital Advisors, LLC.2,592$443K0.15%013F-HRTimeline
Fort Point Capital Partners LLC2,580$441K0.05%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,578$441K0.03%13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,561$438K<0.01%-5,60113F-HRTimelineGroup
Blue Oak Capital, LLC2,557$437K0.24%-4,19113F-HRTimeline
San Luis Wealth Advisors LLC2,542$434K0.1%+613F-HR/ATimeline
Empower Advisory Group, LLC2,487$425K<0.01%-1,63513F-HRTimeline
Riverbend Wealth Management, LLC2,476$423K0.38%-813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,475$423K0.17%+16013F-HRTimeline
Granite Bay Wealth Management, LLC2,471$422K0.15%-30013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,465$421K0.08%-13413F-HRTimeline
Cape Investment Advisory, Inc.2,460$420K0.17%+43013F-HRTimeline
Ascent Wealth Partners, LLC2,451$419K0.06%-126,57013F-HRTimeline
TRUST CO OF VERMONT2,447$418K0.02%+7513F-HRTimeline
NWF Advisory Services Inc.2,447$418K0.06%-1,89413F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,426$415K0.05%013F-HRTimeline
Karpus Management, Inc.2,425$414K0.01%-46,90213F-HRTimeline
Clearwater Capital Advisors, LLC2,422$414K0.04%013F-HRTimeline
Darden Wealth Group Inc2,417$413K0.32%-2913F-HRTimeline
LS Investment Advisors, LLC2,405$411K0.06%013F-HRTimeline
L. Roy Papp & Associates, LLP2,401$410K0.05%-7613F-HRTimeline
Fulton Bank, N.A.2,400$410K0.02%+1813F-HRTimeline
Lodestone Wealth Management LLC2,393$409K0.22%013F-HRTimeline
Mesirow Financial Investment Management…2,386$408K0.01%+22013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,380$407K0.34%new13F-HRTimeline
Independence Bank of Kentucky2,367$404K0.06%013F-HRTimeline
Gemmer Asset Management LLC2,360$403K0.04%-2913F-HRTimeline
Asset Dedication, LLC2,355$402K0.03%+10013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,350$402K<0.01%+4513F-HRTimeline
Beaumont Financial Advisors, LLC2,349$401K0.03%-15613F-HRTimeline
Fortune Financial Advisors, LLC2,346$401K0.35%-71513F-HRTimeline
Clark Asset Management, LLC2,333$399K0.07%+46013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,307$394K0.36%-7413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,293$392K0.01%-4813F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,284$390K0.01%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,277$389K0.01%013F-HRTimelineGroup
CapWealth Advisors, LLC2,270$388K0.04%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,256$386K0.01%new13F-HRTimelineGroup
Aerodigm Wealth, LLC2,253$385K0.21%new13F-HRTimeline
Aspire Capital Advisors LLC2,252$385K0.11%-1,34013F-HRTimeline
Sensible Money, LLC2,244$383K0.16%+10013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,242$383K+118Timeline
Exchange Bank2,231$381K0.31%-10113F-HRTimeline
Key Financial Inc2,222$380K0.08%+4213F-HRTimeline
SWEENEY & MICHEL, LLC2,487$379K0.17%13F-HRTimeline
Kingdom Financial Group LLC.2,218$379K0.28%+4113F-HRTimeline
Rehmann Capital Advisory Group2,217$379K0.02%+50113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,204$377K0.19%013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC2,203$376K0.3%-37213F-HRTimeline
CIBC WORLD MARKET INC.2,198$376K<0.01%+22813F-HRTimeline
Permanent Capital Management, LP2,196$375K0.11%+88613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,195$375K0.08%+58013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,192$375K0.01%+313F-HRTimelineGroup
AdvisorNet Financial, Inc2,179$372K0.03%+70413F-HRTimeline
Disciplined Investments, LLC2,176$372K0.17%-46813F-HRTimeline
Veracity Capital LLC2,171$371K0.15%+40313F-HRTimeline
Advance Capital Management, Inc.2,169$371K0.02%013F-HRTimeline
PHILADELPHIA TRUST CO2,156$368K0.03%013F-HRTimeline
JGP Wealth Management, LLC2,151$368K0.05%013F-HRTimeline
Wealth Management Associates, Inc.2,145$367K0.16%+15213F-HRTimeline
ASPIRIANT, LLC2,145$367K0.01%+29713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$363K0.05%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,117$362K0.03%+31713F-HRTimeline
Klingman & Associates, LLC2,114$361K0.02%013F-HRTimeline
Argentarii, LLC2,113$361K0.18%013F-HRTimeline
Zhang Financial LLC2,103$360K0.02%+16413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,096$358K0.02%+1913F-HRTimelineGroup
CPA Asset Management Group, LLC2,080$355K0.16%+213F-HRTimeline
ORG Partners LLC2,070$355K0.09%-41,21413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,065$353K0.02%+313F-HRTimeline
MEMBERS WEALTH LLC2,057$352K0.27%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,050$350K<0.01%+83613F-HRTimeline
Galvin, Gaustad & Stein, LLC2,041$349K0.03%+20613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,029$347K0.13%013F-HRTimeline
Provident Wealth Management, LLC2,012$344K0.12%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,996$341K0.24%+17813F-HRTimeline
Hobart Private Capital, LLC1,995$341K0.09%013F-HRTimeline
Corundum Group, Inc.1,994$341K0.16%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$338K0.08%013F-HRTimeline
One Capital Management, LLC1,961$335K0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$335K0.27%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$335K0.04%+1,66913F-HRTimeline
LongView Wealth Management1,946$333K0.1%+34213F-HRTimeline
MONTAG A & ASSOCIATES INC1,936$331K0.02%013F-HRTimeline
Sanchez Wealth Management Group1,929$330K0.09%-49513F-HRTimeline
CWS Financial Advisors, LLC1,920$328K0.1%013F-HRTimeline
CHANNEL WEALTH LLC1,920$328K0.1%-3613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,911$327K0.01%+3313F-HRTimeline
Curi Capital, LLC1,904$325K0.01%-8513F-HRTimeline
HBW ADVISORY SERVICES LLC1,896$324K0.05%+313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,886$322K0.06%+14013F-HRTimeline
Blue Zone Wealth Advisors, LLC1,883$322K0.09%-28013F-HRTimeline
Post Resch Tallon Group Inc.1,883$320K0.33%013F-HRTimeline
LVW Advisors, LLC1,871$320K0.04%013F-HRTimeline
Donor Advised Charitable Giving, Inc.1,871$320K0.01%+28513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,869$319K0.1%-10113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,867$319K0.48%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,867$319K0.11%013F-HRTimeline
UPTICK PARTNERS, LLC1,853$317K0.11%new13F-HRTimeline
Fourth Dimension Wealth, LLC1,850$316K0.15%-10013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,847$316K0.32%new13F-HRTimeline
Avion Wealth1,774$315K0.08%013F-HRTimeline
BCS Wealth Management1,826$312K0.08%-1213F-HRTimeline
Plante Moran Financial Advisors, LLC1,823$312K0.03%-12813F-HRTimeline
Financial Engines Advisors L.L.C.1,821$311K<0.01%-11813F-HRTimeline
Sterling Financial Planning, Inc.1,817$311K0.11%+13413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,816$310K0.01%+18413F-HRTimeline
Cardinal Point Capital Management ULC1,813$310K0.03%+41613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,804$308K0.41%+3713F-HRTimeline
Schechter Investment Advisors, LLC1,804$308K0.03%013F-HRTimeline
US FINANCIAL ADVISORS, LLC1,800$308K0.09%-313F-HRTimeline
Kendall Capital Management1,800$308K0.09%013F-HRTimeline
Principle Wealth Partners LLC1,788$306K0.02%-1813F-HRTimeline
Clark Capital Management Group, Inc.1,778$304K<0.01%+37713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,773$303K<0.01%+1,32813F-HRTimelineGroup
Sharp Wealth Advisory, LLC1,773$303K0.23%-4613F-HRTimeline
Western Financial Corp/CA1,763$301K0.18%-613F-HRTimeline
Prosperity Planning, Inc.1,761$301K0.09%+25513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,735$296K0.03%+2213F-HRTimeline
Opes Wealth Management LLC1,727$295K0.06%-1,42913F-HRTimeline
SFMG, LLC1,710$292K0.02%new13F-HRTimeline
Wealthquest Corp1,703$291K0.02%+14613F-HR/ATimeline
Solstein Capital, LLC1,702$291K0.17%013F-HRTimeline
Frederick Financial Consultants, LLC1,702$291K0.21%-26713F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,688$288K0.01%+1,00813F-HRTimeline
Joel Isaacson & Co., LLC1,688$288K0.01%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,687$288K0.08%+33013F-HRTimeline
TKG Advisors, LLC1,683$288K0.14%-313F-HRTimeline
Advyzon Investment Management, LLC1,683$288K0.1%-54313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,673$286K0.13%-63513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,658$283K0.01%013F-HRTimeline
GAMMA Investing LLC1,658$283K0.02%-6713F-HR/ATimeline
Quadcap Wealth Management, LLC1,641$280K0.04%-18613F-HRTimeline
Cornerstone Wealth Group, LLC1,638$280K0.02%new13F-HRTimeline
Smithfield Trust Co1,630$279K0.01%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,630$279K0.06%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,621$277K0.09%-4,55613F-HRTimeline
SIMA Wealth Partners, LLC1,617$276K0.23%013F-HRTimeline
Cadence Bank1,614$276K0.02%+1813F-HRTimeline
Wescott Financial Advisory Group, LLC1,613$276K0.03%-3813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,612$275K0.2%-64313F-HRTimeline
Relyea Zuckerberg Hanson LLC1,611$275K0.04%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,604$274K0.06%013F-HRTimeline
Orion Capital Management LLC1,597$273K0.11%+19413F-HRTimeline
Crewe Advisors LLC1,588$271K0.04%+30113F-HRTimeline
Beacon Wealthcare LLC1,581$270K0.11%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,572$269K0.1%013F-HRTimeline
NWAM LLC1,570$268K0.02%-21,73613F-HRTimeline
Frank, Rimerman Advisors LLC1,551$265K0.02%013F-HRTimeline
TrueWealth Advisors, LLC1,545$264K0.09%-1,74913F-HRTimeline
Oxinas Partners, LLC1,542$264K0.16%-15213F-HRTimeline
Atlas Private Wealth Advisors1,540$263K0.04%+1213F-HRTimeline
Archford Capital Strategies, LLC1,532$262K0.04%-1213F-HRTimeline
Chancellor Financial Group WB LP1,529$261K0.22%-9513F-HRTimeline
Forefront Wealth Partners, LLC1,528$261K0.18%+1813F-HRTimeline
Accurate Wealth Management, LLC1,596$261K0.05%-88113F-HRTimeline
Cambridge Advisors Inc.1,506$257K0.06%-7113F-HRTimeline
Full Sail Capital, LLC1,504$257K0.02%013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,502$257K0.26%-4113F-HRTimeline
Hemenway Trust Co LLC1,500$256K0.02%-28513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,496$256K0.03%-28113F-HRTimeline
Cascade Investment Advisors, Inc.1,495$255K0.17%-15013F-HRTimeline
Integrity Wealth Solutions LLC1,492$255K0.14%-1913F-HRTimeline
Confluence Wealth Services, Inc.1,558$255K0.02%-12613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,490$255K0.02%-1,08813F-HRTimelineGroup
HHM Wealth Advisors, LLC1,485$254K0.03%-2513F-HRTimeline
Sterling Investment Counsel, LLC1,474$252K0.09%-8813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,471$251K0.02%013F-HRTimelineGroup
Sonora Investment Management Group, LLC1,470$251K0.02%-42713F-HRTimeline
CVFG LLC1,463$250K0.23%-14313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,462$250K<0.01%013F-HRTimeline