# ISHARES TR (IQLT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IQLT/

- Reporting holders: 40
- Reported value: $234.2M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $49.0M | 990,798 | 3.1% | 18 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $43.4M | 877,982 | 6.9% | 15 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $26.5M | 536,289 | 4.9% | 14 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $16.1M | 324,762 | 1.9% | 13 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $16.0M | 324,072 | 9.2% | 12 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $11.3M | 227,841 | 8.3% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $10.1M | 203,219 | 6.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.7M | 175,692 | 0.1% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $6.4M | 128,504 | 0.1% | 15 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $5.8M | 116,609 | 2.5% | 12 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $4.9M | 99,135 | 2.4% | 25 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $4.8M | 97,003 | 2.0% | 11 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $4.0M | 81,590 | 0.7% | 28 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.9M | 78,148 | 0.0% | 17 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $3.6M | 71,846 | 0.4% | 16 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $3.1M | 63,600 | 1.9% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.2M | 45,369 | 0.1% | 16 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $2.0M | 39,955 | 1.4% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.9M | 39,353 | 0.1% | 3 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $1.6M | 31,560 | 0.3% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 29,923 | 0.0% | 19 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.4M | 29,078 | 0.1% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.2M | 23,813 | 0.1% | 19 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $976.6K | 19,742 | 0.2% | 4 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $765.2K | 15,365 | 0.2% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $234.2M |
| Q2 2026 | 646 | $13.1B |
| Q1 2026 | 624 | $10.9B |
| Q4 2025 | 620 | $12.4B |
| Q3 2025 | 574 | $12.0B |
| Q2 2025 | 566 | $11.3B |
| Q1 2025 | 522 | $8.4B |
| Q4 2024 | 521 | $7.1B |
| Q3 2024 | 502 | $8.1B |
| Q2 2024 | 474 | $7.8B |
| Q1 2024 | 455 | $8.6B |
| Q4 2023 | 434 | $7.9B |