ISHARES TR (AQLT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
15
Reporting holders
$253.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Balentine LLC | $203.6M | 6,457,853 | 7.24% | 7q | -3.0%-$6.3M |
| BROWN ADVISORY INC | $25.5M | 807,958 | 0.04% | new | NEW |
| Advocacy Wealth Management, LLC | $5.6M | 179,079 | 0.21% | 7q | +25.0%+$1.1M |
| MORGAN STANLEY | $4.7M | 148,859 | 0.00% | 5q | +6629.6%+$4.6M |
| NATIONAL BANK OF CANADA /FI/ | $3.8M | 120,483 | 0.00% | 3q | -2.2%-$84.7K |
| Empire Life Investments Inc. | $2.7M | 85,317 | 0.15% | 3q | +49.1%+$885.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 68,600 | 0.00% | 5q | +48.7%+$708.2K |
| DIVERSIFIED TRUST CO | $1.9M | 60,589 | 0.03% | new | NEW |
| MW ADVISORY, LLC | $1.7M | 53,151 | 0.67% | new | FIRST |
| CITADEL ADVISORS LLC | $691.2K | 21,925 | 0.00% | 3q | -9.8%-$75.1K |
| Ameliora Wealth Management Ltd. | $409.7K | 12,997 | 0.12% | 6q | HELD |
| ROYAL BANK OF CANADA | $323.0K | 10,249 | 0.00% | 6q | HELD |
| HB Wealth Management, LLC | $304.5K | 9,660 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $254.9K | 8,086 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $1.7K | 55 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $253.6M | 8,044,861 | 4 | 4 | 3 | 0.0% |
| Q1 2026 | 13 | $195.9M | 7,087,206 | 2 | 4 | 4 | 0.0% |
| Q4 2025 | 15 | $200.6M | 7,138,432 | 6 | 4 | 4 | 0.0% |
| Q3 2025 | 10 | $191.4M | 7,055,408 | 2 | 0 | 6 | 0.0% |
| Q2 2025 | 10 | $184.9M | 7,249,827 | 2 | 5 | 2 | 0.0% |
| Q1 2025 | 9 | $174.9M | 7,479,728 | 5 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $174.4M | 7,219,929 | 5 | 0 | 0 | 0.0% |