# ISHARES TR (AQLT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AQLT/

- Reporting holders: 15
- Reported value: $254.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Balentine LLC](https://holderbook.com/funds/1586678-balentine-llc/) | $203.6M | 6,457,853 | 7.2% | 7 |
| [BROWN ADVISORY INC](https://holderbook.com/funds/1345929-brown-advisory-inc/) | $25.5M | 807,958 | 0.0% | 1 |
| [Advocacy Wealth Management, LLC](https://holderbook.com/funds/1569452-advocacy-wealth-management-llc/) | $5.6M | 179,079 | 0.2% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $4.7M | 148,859 | 0.0% | 5 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $3.8M | 120,483 | 0.0% | 3 |
| [Empire Life Investments Inc.](https://holderbook.com/funds/1640951-empire-life-investments-inc/) | $2.7M | 85,317 | 0.2% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.2M | 68,600 | 0.0% | 5 |
| [DIVERSIFIED TRUST CO](https://holderbook.com/funds/1479844-diversified-trust-co/) | $1.9M | 60,589 | 0.0% | 1 |
| [MW ADVISORY, LLC](https://holderbook.com/funds/2149104-mw-advisory-llc/) | $1.7M | 53,151 | 0.7% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.4M | 43,850 | 0.0% | 3 |
| [Ameliora Wealth Management Ltd.](https://holderbook.com/funds/1910168-ameliora-wealth-management-ltd/) | $409.7K | 12,997 | 0.1% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $323.0K | 10,249 | 0.0% | 6 |
| [HB Wealth Management, LLC](https://holderbook.com/funds/1911253-hb-wealth-management-llc/) | $304.5K | 9,660 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $254.9K | 8,086 | 0.0% | 1 |
| [Federation des caisses Desjardins du Quebec](https://holderbook.com/funds/2022297-federation-des-caisses-desjardins-du-quebec/) | $1.7K | 55 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $254.3M |
| Q1 2026 | 14 | $196.7M |
| Q4 2025 | 16 | $200.9M |
| Q3 2025 | 10 | $191.4M |
| Q2 2025 | 11 | $185.3M |
| Q1 2025 | 9 | $174.9M |
| Q4 2024 | 6 | $174.8M |