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IQLT · iShares MSCI Intl Quality Factor ETF ETF

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$51.59 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $222,106,930
Total Shares: 4,482,481

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
62.2%
Sep 2023 → Jun 2026 · range 13.4% – 62.2%
+37.5 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 35.9% – 100.0%
+55.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 48.2% – 100.0%
+43.8 pts
HHI
4,528
Sep 2023 → Jun 2026 · range 443 – 4,528
Highly concentrated+3,751

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
2
Decreased
2
Sold Out
616
Unchanged
1
Holder count: -614
Institutional value: -97.9%
Shares held: -98.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +204,208 2,789,127
TOBIAS FINANCIAL ADVISORS, INC. +33,528 1,061,444

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advus Financial Partners, LLC −14,829 373,060
CITADEL ADVISORS LLC −1,939 30,936

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kinetic Wealth Investment Advisors LLC 227,789 $11,286,944
Parkside Financial Bank & Trust 14 $693

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,735,506 $2,622,882,442
PNC FINANCIAL SERVICES GROUP, INC. 17,309,402 $800,213,651
ENVESTNET ASSET MANAGEMENT INC 14,219,974 $657,389,398
BANK OF AMERICA CORP /DE/ 7,773,236 $359,356,698
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,839,909 $316,208,992
Filter: New 2 Increased 2 Reduced 2 Sold out 616 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IQLT $138,201,242 62.22% 2,789,127
TOBIAS FINANCIAL ADVISORS, INC. IQLT $52,594,550 23.68% 1,061,444
Advus Financial Partners, LLC IQLT $18,485,123 8.32% 373,060
Kinetic Wealth Investment Advisors LLC IQLT $11,286,944 5.08% 227,789
CITADEL ADVISORS LLC IQLT $1,532,878 0.69% 30,936
TUCKER ASSET MANAGEMENT LLC IQLT $5,500 0.00% 111
Parkside Financial Bank & Trust IQLT $693 0.00% 14