QUAL ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
W.H. Cornerstone Investments Inc.	1,462	$250K	0.17%	-96	13F-HR Timeline
Black Diamond Financial, LLC	1,460	$250K	0.04%	0	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,452	$248K	0.01%	0	13F-HR Timeline
Advisor Resource Council	1,451	$248K	0.02%	-1,365	13F-HR Timeline
Koshinski Asset Management, Inc.	1,443	$247K	0.02%	+42	13F-HR Timeline
Creekside Partners	1,426	$244K	0.13%	+118	13F-HR Timeline
PBMares Wealth Management LLC	1,425	$244K	0.05%	+114	13F-HR Timeline
Shira Ridge Wealth Management	1,421	$243K	0.12%	new	13F-HR Timeline
Symphony Financial Services, Inc.	1,416	$242K	0.16%	+1	13F-HR Timeline
American Trust	1,407	$240K	0.06%	-6,524	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,395	$238K	0.01%	-158	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,384	$237K	0.03%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	1,375	$235K	0.03%	-23	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	1,374	$235K	0.02%	+70	13F-HR Timeline
Professional Financial Advisors, LLC	1,371	$234K	0.06%	new	13F-HR Timeline
Morton Capital Management LLC/CA	1,365	$233K	0.05%	+57	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,364	$233K	0.11%	-217	13F-HR Timeline
GREENWOOD GEARHART LLC	1,361	$233K	0.02%	-250	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	1,356	$232K	0.01%	new	13F-HR Timeline Group
Goodman Financial Corp	1,353	$231K	0.05%	new	13F-HR Timeline
Prasad Wealth Partners, LLC	1,342	$229K	0.07%	+3	13F-HR Timeline
Leading Edge Financial Planning LLC	1,340	$229K	0.07%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,276	$227K	0.07%	0	13F-HR Timeline
Copley Financial Group, Inc.	1,326	$227K	0.17%	+52	13F-HR/A Timeline
Secure Asset Management, LLC	1,316	$225K	0.05%	-241	13F-HR Timeline
Verum Partners LLC	1,313	$224K	0.06%	new	13F-HR Timeline
Headlands Technologies LLC	1,309	$224K	0.03%	+105	13F-HR Timeline
Falcon Wealth Planning	1,309	$224K	0.02%	0	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	1,305	$223K	0.01%	0	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	1,305	$223K	0.04%	new	13F-HR Timeline Group
Cannon Financial Strategists, Inc.	1,302	$222K	0.04%	0	13F-HR Timeline
Members Trust Co	1,295	$221K	0.01%	new	13F-HR Timeline
Madison Wealth Partners, Inc	1,291	$221K	0.05%	new	13F-HR Timeline
COMMONS CAPITAL, LLC	1,287	$220K	0.2%	-4,350	13F-HR Timeline
Ethic Inc.	1,281	$219K	<0.01%	0	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	1,281	$219K	<0.01%	-924	13F-HR Timeline Group
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1,280	$219K	0.01%	0	13F-HR Timeline
Smart Money Group LLC	1,280	$219K	0.07%	-12,506	13F-HR/A Timeline
Integrity Financial Corp /WA	1,275	$218K	0.12%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	1,270	$217K	0.11%	new	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	1,269	$217K	0.02%	+2	13F-HR Timeline
One Wealth Management Investment & Advi…	1,268	$217K	0.36%	-22	13F-HR Timeline
Element Wealth, LLC	1,267	$217K	0.12%	+1	13F-HR Timeline
Sequent Planning LLC	1,263	$216K	0.08%	-108	13F-HR Timeline
Founders Financial Alliance, LLC	1,261	$215K	0.05%	-236	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,254	$215K	0.03%	+17	13F-HR Timeline
LifeWealth Investments, LLC	1,253	$214K	0.1%	new	13F-HR/A Timeline
Rosenberg Matthew Hamilton	1,241	$212K	0.05%	0	13F-HR Timeline
M3 Advisory Group, LLC	1,236	$211K	0.17%	0	13F-HR Timeline
Garde Capital, Inc.	1,230	$210K	0.01%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,226	$210K	<0.01%	-177	13F-HR Timeline
TFO Wealth Partners, LLC	1,221	$209K	0.04%	-2	13F-HR Timeline
ArborFi Advisors, LLC	1,221	$209K	0.21%	-20	13F-HR Timeline
Center For Asset Management LLC	1,209	$207K	0.13%	+3	13F-HR Timeline
Global Assets Advisory, LLC	1,261	$206K	0.04%	new	13F-HR Timeline
TCP Asset Management, LLC	1,204	$206K	0.05%	new	13F-HR Timeline
Bangor Savings Bank	1,202	$205K	0.02%	0	13F-HR Timeline
JPL Wealth Management, LLC	1,198	$205K	0.06%	-1,444	13F-HR/A Timeline
GFG Capital, LLC	1,193	$204K	0.06%	new	13F-HR Timeline
Foguth Wealth Management, LLC.	1,191	$204K	0.05%	-53	13F-HR Timeline
MOTCO	1,180	$202K	0.02%	0	13F-HR Timeline
Ironvine Capital Partners, LLC	1,179	$201K	0.02%	+42	13F-HR Timeline
Private Wealth Asset Management, LLC	1,178	$201K	0.03%		13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	1,178	$201K	0.05%	0	13F-HR Timeline
Clark Wealth Partners	1,178	$201K	0.15%	new	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	1,171	$200K	0.02%	-42	13F-HR Timeline
Strengthening Families & Communities, L…	1,139	$195K	0.12%	0	13F-HR Timeline
Rossby Financial, LCC	1,147	$192K	0.08%	new	13F-HR Timeline
Aventura Private Wealth, LLC	1,106	$189K	0.1%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1,105	$189K	0.04%	+577	13F-HR Timeline
Sandy Spring Bank	1,085	$185K	0.01%	+18	13F-HR Timeline
EPG Wealth Management LLC	1,071	$183K	0.05%	+1	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,057	$181K	0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	1,051	$180K	0.19%	+70	13F-HR Timeline
Cornerstone Planning Group LLC	1,064	$174K	0.04%	+472	13F-HR Timeline
MeadowBrook Investment Advisors LLC	1,016	$174K	0.16%	0	13F-HR Timeline
Mascoma Wealth Management LLC	1,009	$172K	0.04%	-97	13F-HR Timeline
Western Pacific Wealth Management, LP	1,000	$171K	0.15%	0	13F-HR Timeline
Milestone Investment Advisors LLC	1,000	$171K	0.05%	0	13F-HR Timeline
Princeton Global Asset Management LLC	985	$168K	0.03%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	968	$165K	0.01%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	948	$163K	0.07%	+1	13F-HR Timeline
ABOUND FINANCIAL, LLC	924	$158K	0.08%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	915	$156K	<0.01%	-18,254	13F-HR Timeline Group
American Capital Advisory, LLC	902	$154K	0.08%	-153	13F-HR Timeline
GPS Wealth Strategies Group, LLC	877	$150K	0.02%	+19	13F-HR Timeline
REAP Financial Group, LLC	875	$150K	0.04%	-131	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	870	$149K	0.06%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	859	$147K	0.06%	+73	13F-HR Timeline
CNB Bank	843	$144K	0.07%	0	13F-HR Timeline
United Community Bankin group United Community Bank	837	$143K	0.05%	-573	13F-HR Timeline Group
Accredited Wealth Management, LLC	820	$140K	0.12%	-360	13F-HR Timeline
Tidemark, LLC	801	$137K	0.05%	-120	13F-HR Timeline
Acropolis Investment Management, LLC	800	$137K	0.01%	0	13F-HR Timeline
Caldwell Trust Co	785	$134K	0.01%	-40	13F-HR Timeline
CENTRAL TRUST Co	746	$127K	<0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	671	$119K	0.01%	0	13F-HR Timeline
Park Place Capital Corp	698	$119K	0.03%	-215	13F-HR Timeline
SIGNATUREFD, LLC	695	$119K	<0.01%	+89	13F-HR Timeline
HOWE & RUSLING INC	690	$118K	0.01%	-86	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	685	$117K	0.04%	+2	13F-HR Timeline
Creekmur Asset Management LLC	679	$116K	0.02%	+1	13F-HR Timeline
Capital Investment Counsel, Inc	679	$116K	0.02%	-72	13F-HR Timeline
Medallion Wealth Advisors, LLC	650	$111K	0.05%	+1	13F-HR Timeline
Activest Wealth Management	644	$110K	0.03%	+1	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	633	$108K	0.02%	0	13F-HR Timeline
Lindbrook Capital, LLC	632	$108K	0.01%	+165	13F-HR Timeline
Navigoe, LLC	634	$108K	0.09%	0	13F-HR Timeline
Beacon Capital Management, LLC	631	$108K	0.01%	+15	13F-HR Timeline
IAG Wealth Partners, LLC	623	$106K	0.02%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	620	$106K	0.01%	new	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	619	$106K	0.01%	+178	13F-HR Timeline
Abound Wealth Management	617	$105K	0.04%	+392	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	616	$105K	0.03%	-13	13F-HR Timeline
North Capital, Inc.	602	$103K	0.1%		13F-HR Timeline
UNION SAVINGS BANK	583	$99.6K	0.05%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	578	$98.8K	0.04%	0	13F-HR/A Timeline
Stuart Chaussee & Associates, Inc.	568	$97K	0.02%	0	13F-HR Timeline
HM PAYSON & CO	567	$96.9K	<0.01%	-707	13F-HR Timeline
VSM Wealth Advisory, LLC	558	$95.4K	0.03%	-14	13F-HR Timeline
AllSquare Wealth Management LLC	556	$95K	0.06%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	551	$94.2K	0.03%	0	13F-HR Timeline
PSI Advisors, LLC	548	$93.6K	0.03%	+107	13F-HR Timeline
JNBA Financial Advisors	536	$91.6K	0.01%	-42	13F-HR Timeline
Vermillion Wealth Management, Inc.	533	$91K	0.03%	+118	13F-HR Timeline
Beaird Harris Wealth Management, LLC	524	$89.5K	0.01%	+26	13F-HR Timeline
Copia Wealth Management	523	$89.4K	0.08%	-50	13F-HR Timeline
BFSG, LLC	517	$88.4K	0.01%	0	13F-HR Timeline
SITTNER & NELSON, LLC	511	$87.3K	0.04%	0	13F-HR Timeline
Richardson Capital Management LLC	506	$86.4K	0.05%	+145	13F-HR Timeline
Realta Investment Advisors	500	$85.4K	0.04%	-87	13F-HR Timeline
Westside Investment Management, Inc.	499	$85.3K	0.02%	+23	13F-HR Timeline
Murphy & Mullick Capital Management Corp	499	$85.3K	0.08%	+273	13F-HR Timeline
Signature Resources Capital Management,…	458	$78.3K	0.07%	+336	13F-HR Timeline
BOKF, NAin group BOKF, NA	443	$75.7K	<0.01%	0	13F-HR Timeline Group
Stonebridge Financial Group, LLC	443	$75.7K	0.01%	+30	13F-HR Timeline
Hemington Wealth Management	439	$75K	0.01%	-89	13F-HR Timeline
HOEY INVESTMENTS, INC	434	$74.2K	0.01%	new	13F-HR Timeline
Opal Wealth Advisors, LLC	430	$73.5K	0.02%	new	13F-HR Timeline
Qube Research & Technologies Ltd	422	$72.1K	<0.01%	-1,459	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	417	$71.5K	0.02%	-2,379	13F-HR Timeline Group
Federation des caisses Desjardins du Qu…	407	$69.6K	<0.01%	+307	13F-HR Timeline
CITY HOLDING CO	400	$68.4K	0.01%	0	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	394	$67.3K	0.01%	0	13F-HR Timeline Group
Newton One Investments LLC	383	$65.5K	0.02%	0	13F-HR Timeline
WINNACLE WEALTH LLC	378	$64.5K	0.06%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	349	$59.6K	0.12%	new	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	346	$59.1K	0.01%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	333	$56.9K	0.02%	new	13F-HR Timeline
Christopher J. Hasenberg, Inc	331	$56.7K	0.02%	new	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	326	$55K	0.02%	+56	13F-HR Timeline
NFSG Corp	320	$54.7K	0.01%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	319	$54.5K	0.01%	0	13F-HR Timeline Group
THURSTON, SPRINGER, MILLER, HERD & TITA…	316	$54.1K	0.01%	-171	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	303	$51.8K	0.03%	+1	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	300	$51.3K	0.03%	-2	13F-HR Timeline
Millstone Evans Group, LLC	296	$50.6K	0.03%	new	13F-HR Timeline
Darwin Wealth Management, LLC	275	$49K	0.02%	0	13F-HR Timeline
Operose Advisors LLC	285	$48.7K	0.02%	-210	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	284	$48.5K	0.03%	0	13F-HR Timeline
TSFG, LLC	278	$48K	0.01%	0	13F-HR Timeline
IMG Wealth Management, Inc.	277	$47.3K	0.04%	new	13F-HR Timeline
Keystone Global Partners, LLC	272	$46.7K	0.03%		13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	272	$46.5K	0.01%	0	13F-HR Timeline Group
FAS Wealth Partners, Inc.	255	$43.5K	<0.01%	-128	13F-HR Timeline
First Command Advisory Services, Inc.	253	$43.2K	<0.01%	new	13F-HR Timeline
Costello Asset Management, INC	251	$42.9K	0.02%	new	13F-HR Timeline
Cheviot Value Management, LLC	249	$42.8K	0.01%	new	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	244	$41.7K	0.01%	+90	13F-HR Timeline Group
Morse Asset Management, Inc	241	$41.2K	0.01%	0	13F-HR Timeline
CVA Family Office, LLC	226	$38.6K	0.01%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	225	$38.5K	<0.01%	0	13F-HR Timeline Group
MGB Wealth Management, LLC	220	$37.6K	0.01%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	218	$37.3K	<0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	218	$37.3K	0.03%	new	13F-HR Timeline Group
TCTC Holdings, LLCin group TCTC Holdings, LLC	215	$36.7K	<0.01%	0	13F-HR Timeline Group
WHITTIER TRUST CO	212	$36.2K	<0.01%	0	13F-HR Timeline
Evergreen Private Wealth LLC	207	$35.4K	0.02%	0	13F-HR Timeline
PrairieView Partners, LLC	202	$34K	<0.01%	0	13F-HR Timeline
Winthrop Capital Management, LLC	198	$34K	0.01%	0	13F-HR Timeline
Pineridge Advisors LLC	192	$32.8K	0.01%	-96	13F-HR Timeline
Rialto Wealth Management, LLC	177	$30.2K	0.01%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	175	$29.9K	<0.01%	+80	13F-HR Timeline Group
Reyes Financial Architecture, Inc.	163	$27.9K	0.02%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	162	$27.7K	0.01%	0	13F-HR Timeline Group
MCF Advisors LLC	156	$26.7K	<0.01%	-193	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	154	$26.3K	0.01%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	150	$25.6K	0.01%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	150	$25.6K	0.01%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	145	$24.8K	0.02%	0	13F-HR Timeline
LRI Investments, LLC	142	$24.3K	<0.01%	0	13F-HR Timeline
Bellwether Advisors, LLC	141	$24.1K	0.01%	-37	13F-HR Timeline
Kings Path Partners LLC	137	$23.4K	0.01%	0	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	137	$23.4K	0.4%	new	13F-HR Timeline
Valued Wealth Advisors LLC	135	$23.1K	0.01%	0	13F-HR Timeline
Roxbury Financial LLC	122	$22.2K	0.02%	-9	13F-HR Timeline
Sawyer & Company, Inc	128	$22K	0.01%	new	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	123	$21K	0.02%	0	13F-HR Timeline
Field & Main Bank	123	$21K	0.01%	0	13F-HR Timeline
SJS Investment Consulting Inc.	121	$20.7K	<0.01%	-138	13F-HR Timeline