Skip to content
Disclosery

QUAL ISHARES TR

Follow

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
DHJJ Financial Advisors, Ltd.121$20.6K0.01%+113F-HRTimeline
Nemes Rush Group LLC120$20.5K<0.01%013F-HRTimeline
City State Bank114$19.5K0.01%013F-HRTimeline
S&T Bank/PA110$18.8K0.01%013F-HRTimeline
MTM Investment Management, LLC100$17.1K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$17.1K0.01%new13F-HRTimeline
Dunhill Financial, LLC96$16.4K0.01%-14013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC93$15.9K0.01%+4513F-HRTimeline
Financial Management Professionals, Inc.89$15.2K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC88$14.9K<0.01%+6513F-HRTimeline
Compass Wealth Management LLC87$14.9K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.87$14.9K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC85$14.5K<0.01%new13F-HR/ATimelineGroup
Park Square Financial Group, LLC85$14.5K0.01%+1213F-HRTimeline
Financial Network Wealth Advisors LLC82$14K0.02%-18913F-HRTimeline
Robinswood Financial LLC82$14K0.01%013F-HRTimeline
CX Institutional81$14K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$13.3K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC77$13.2K0.01%013F-HRTimeline
Brooklyn Investment Group75$12.8K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC75$12.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust74$12.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC72$12.3K<0.01%013F-HRTimeline
Missouri Trust & Investment Co68$11.6K<0.01%new13F-HRTimeline
Bullock Wealth Management Group67$11.5K0.01%013F-HRTimeline
ROGCO, LP66$11.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…65$11.1K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC66$11K<0.01%-1213F-HRTimeline
WFA Asset Management Corp64$10.5K0.01%+2813F-HRTimeline
Atlantic Edge Private Wealth Management…59$10.1K<0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.55$9.4K<0.01%13F-HRTimeline
Versant Capital Management, Inc54$9.23K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.52$8.89K0.01%013F-HRTimeline
Hexagon Capital Partners LLC50$8.54K<0.01%013F-HRTimeline
Atala Financial Inc44$7.52K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC41$7.01K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC36$6.15K<0.01%013F-HRTimeline
Archer Investment Corp33$5.68K<0.01%-2213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd32$5.42K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC28$4.79K<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC26$4.44K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.24$4.27K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$3.63K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21$3.59K<0.01%013F-HRTimeline
Fairman Group, LLC19$3.38K<0.01%013F-HRTimeline
Sound Financial Strategies Group, LLC19$3.25K<0.01%-3,26413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17$2.96K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC15$2.56K<0.01%013F-HRTimeline
First Pacific Financial14$2.39K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$2.05K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd12$2.05K<0.01%-10913F-HR/ATimelineGroup
Indiana Trust & Investment Management Co11$1.88K<0.01%013F-HRTimeline
WPG Advisers, LLC10$1.71K<0.01%013F-HRTimeline
Front Row Advisors LLC9$1.54K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.7$1.2K<0.01%new13F-HRTimeline
Financial Perspectives, Inc7$1.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners9$1K<0.01%013F-HRTimeline
Glassman Wealth Services3$513<0.01%-3713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-202,64813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC3$116K-64713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.