ISHARES TR (IQLT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
615
Reporting holders
$12.1B
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.9B | 59,026,522 | 1.56% | 30q | +4.0%+$113.5M |
| PNC Financial Services Group, Inc. | $849.9M | 17,152,533 | 0.42% | 14q | -0.9%-$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $712.4M | 14,377,913 | 0.17% | 31q | +1.1%+$7.8M |
| AMERIPRISE FINANCIAL INC | $549.0M | 11,077,862 | 0.11% | 29q | +46.7%+$174.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $391.0M | 7,891,119 | 5.71% | 31q | +15.4%+$52.1M |
| BANK OF AMERICA CORP /DE/ | $372.9M | 7,526,589 | 0.02% | 31q | -3.2%-$12.2M |
| Cerity Partners LLC | $309.8M | 6,252,224 | 0.37% | 17q | +19.9%+$51.3M |
| MORGAN STANLEY | $305.8M | 6,172,336 | 0.02% | 29q | -0.5%-$1.6M |
| Capital Investment Advisors, LLC | $303.4M | 6,123,953 | 4.00% | 20q | +2.3%+$6.8M |
| Corient Private Wealth LP | $276.8M | 5,587,276 | 0.18% | 15q | +116.1%+$148.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $271.0M | 5,469,940 | 0.17% | 30q | +100.4%+$135.8M |
| Cetera Investment Advisers | $233.6M | 4,713,571 | 0.21% | 23q | +6.1%+$13.4M |
| LPL Financial LLC | $213.8M | 4,314,368 | 0.05% | 31q | +2.2%+$4.6M |
| UBS Group AG | $204.7M | 4,130,838 | 0.03% | 31q | -1.4%-$3.0M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $157.6M | 3,181,448 | 0.54% | 2q | -7.4%-$12.6M |
| HighTower Advisors, LLC | $106.8M | 2,154,717 | 0.10% | 27q | +0.7%+$778.2K |
| TIAA Wealth Investment Management LLC | $106.7M | 2,164,505 | 0.71% | new | NEW |
| Cresset Asset Management, LLC | $94.3M | 1,903,106 | 0.34% | 17q | +1.3%+$1.2M |
| Sage Mountain Advisors LLC | $84.6M | 1,706,820 | 5.20% | 23q | +4.9%+$3.9M |
| Apollon Wealth Management, LLC | $84.0M | 1,696,115 | 1.02% | 13q | +49.5%+$27.8M |
| Millburn Ridgefield LLC /DE/ | $81.8M | 1,650,206 | 1.55% | 12q | +5.0%+$3.9M |
| Catalyst Capital Advisors LLC | $81.8M | 1,650,206 | 1.36% | 12q | +5.0%+$3.9M |
| RAYMOND JAMES FINANCIAL INC | $77.6M | 1,566,816 | 0.02% | 7q | +2.7%+$2.0M |
| Modern Wealth Management, LLC | $77.5M | 1,564,321 | 0.92% | 6q | +12.0%+$8.3M |
| ROYAL BANK OF CANADA | $70.4M | 1,420,268 | 0.01% | 31q | +9.0%+$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $68.7M | 1,385,860 | 0.09% | 28q | +12.4%+$7.6M |
| FMR LLC | $67.8M | 1,369,264 | 0.00% | 29q | +1.5%+$975.6K |
| Atlantic Union Bankshares Corp | $66.7M | 1,345,944 | 1.11% | 5q | +1.1%+$699.8K |
| WELLS FARGO & COMPANY/MN | $63.2M | 1,276,333 | 0.01% | 29q | -49.0%-$60.9M |
| Equitable Holdings, Inc. | $57.2M | 1,155,220 | 0.34% | 24q | -2.1%-$1.2M |
| MML INVESTORS SERVICES, LLC | $56.6M | 1,142,286 | 0.12% | 29q | HELD |
| Haverford Trust Co | $54.3M | 1,095,233 | 0.47% | 9q | +26.4%+$11.4M |
| Mariner, LLC | $53.4M | 1,076,926 | 0.06% | 20q | -2.6%-$1.4M |
| TOBIAS FINANCIAL ADVISORS, INC. | $52.6M | 1,061,444 | 6.68% | 18q | +3.3%+$1.7M |
| Allen Capital Group, LLC | $52.2M | 1,053,465 | 4.25% | 14q | +3.6%+$1.8M |
| Carnegie Investment Counsel | $50.3M | 1,014,957 | 1.01% | 15q | +7.1%+$3.3M |
| Rockefeller Capital Management L.P. | $48.3M | 974,936 | 0.07% | 27q | -2.0%-$962.3K |
| RVW Wealth, LLC | $47.5M | 958,361 | 3.13% | 17q | +4.0%+$1.8M |
| Larson Financial Group LLC | $46.8M | 945,496 | 1.23% | 23q | +15.8%+$6.4M |
| D'Orazio & Associates, Inc. | $44.9M | 906,626 | 5.20% | 13q | -6.3%-$3.0M |
| Unison Advisors LLC | $44.3M | 893,135 | 3.09% | 21q | +2.8%+$1.2M |
| Harbor Group, Inc. | $43.6M | 880,746 | 5.13% | 7q | +4.9%+$2.0M |
| Silver Coast Investments LLC | $43.3M | 874,412 | 12.90% | 11q | -1.3%-$571.0K |
| Aptus Capital Advisors, LLC | $40.7M | 822,310 | 0.28% | 14q | +6.8%+$2.6M |
| Sunburst Financial Group, LLC | $40.3M | 812,667 | 6.52% | 14q | +6.8%+$2.6M |
| MASON STREET ADVISORS, LLC | $39.3M | 792,666 | 3.54% | 5q | +3.1%+$1.2M |
| Wharton Business Group, LLC | $38.6M | 779,050 | 1.29% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $38.3M | 773,653 | 0.05% | 26q | +1.6%+$600.3K |
| STIFEL FINANCIAL CORP | $35.6M | 719,179 | 0.03% | 27q | +3.0%+$1.0M |
| FRANKLIN RESOURCES INC | $34.9M | 704,293 | 0.01% | 17q | HELD |
| NewEdge Wealth, LLC | $34.6M | 698,840 | 0.35% | 19q | +1.2%+$409.9K |
| Foster Victor Wealth Advisors, LLC | $34.4M | 697,839 | 1.81% | 27q | +4.2%+$1.4M |
| OpenArc Corporate Advisory, LLC | $31.7M | 638,871 | 0.38% | 3q | -20.6%-$8.2M |
| AGF MANAGEMENT LTD | $28.9M | 583,195 | 0.11% | 11q | -13.9%-$4.7M |
| Carr Financial Group Corp | $28.4M | 573,316 | 6.54% | 10q | +7.4%+$1.9M |
| Foster Group, Inc. | $26.8M | 540,922 | 0.71% | 22q | +2.3%+$590.4K |
| Paragon Capital Management Ltd | $26.6M | 535,930 | 5.03% | 13q | -11.6%-$3.5M |
| SCS Capital Management LLC | $26.4M | 532,178 | 0.25% | 9q | -24.7%-$8.6M |
| Valence8 US LP | $26.1M | 527,435 | 8.70% | 11q | -37.7%-$15.8M |
| TriCert Investment Counsel Inc. | $25.8M | 519,816 | 2.40% | new | FIRST |
| HOWARD FINANCIAL SERVICES, LTD. | $25.6M | 517,003 | 2.56% | 26q | +8.5%+$2.0M |
| Altus Wealth Management, LLC | $25.5M | 513,827 | 9.80% | 12q | +3.9%+$955.0K |
| Kathmere Capital Management, LLC | $25.4M | 512,630 | 1.34% | 27q | +6.8%+$1.6M |
| JPMORGAN CHASE & CO | $25.1M | 508,468 | 0.00% | 24q | HELD |
| Ascent Wealth Partners, LLC | $23.9M | 483,164 | 2.39% | 6q | +5.6%+$1.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $23.9M | 481,694 | 0.05% | 7q | +137.6%+$13.8M |
| Armbruster Capital Management, Inc. | $23.6M | 477,138 | 3.52% | 26q | +1.9%+$445.8K |
| Coastal Bridge Advisors, LLC | $23.3M | 470,381 | 1.44% | 5q | +7.3%+$1.6M |
| Linscomb Wealth, Inc. | $22.9M | 461,807 | 0.99% | 21q | +3.1%+$679.5K |
| Focus Partners Wealth | $22.8M | 459,291 | 0.02% | 9q | -5.5%-$1.3M |
| NATIONAL BANK OF CANADA /FI/ | $22.4M | 451,815 | 0.02% | 19q | +2.4%+$514.4K |
| Ledyard National Bank | $21.5M | 432,942 | 1.72% | 15q | -1.1%-$247.0K |
| Ameritas Advisory Services, LLC | $21.2M | 427,701 | 0.43% | 12q | +209.7%+$14.4M |
| Abundance Wealth Counselors | $19.5M | 394,440 | 1.27% | 26q | +79.8%+$8.7M |
| Savant Capital, LLC | $19.4M | 392,096 | 0.06% | 7q | -1.4%-$275.3K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $19.1M | 385,398 | 0.25% | 25q | -21.4%-$5.2M |
| BITTERROOT CAPITAL ADVISORS LLC | $18.8M | 379,823 | 11.34% | 3q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $18.1M | 365,142 | 1.07% | 12q | -0.6%-$116.6K |
| AlphaCore Capital LLC | $17.8M | 359,565 | 0.33% | 6q | +13.9%+$2.2M |
| Frontier Asset Management, LLC | $17.7M | 357,755 | 3.18% | 6q | +3.9%+$671.2K |
| Inlight Wealth Management, LLC | $17.4M | 351,520 | 5.54% | 7q | +8.6%+$1.4M |
| Longview Financial Advisors, Inc. | $16.3M | 328,406 | 9.52% | 11q | +1.7%+$264.8K |
| MBA Advisors LLC | $15.8M | 317,950 | 5.30% | 22q | +7.9%+$1.2M |
| Retirement Planning Group, LLC | $15.7M | 317,383 | 0.40% | 25q | -6.5%-$1.1M |
| Intrua Financial, LLC | $15.5M | 312,897 | 1.42% | 6q | +3.3%+$501.0K |
| ENZI WEALTH | $15.5M | 313,267 | 4.90% | 16q | HELD |
| Sanctuary Advisors, LLC | $15.2M | 307,058 | 0.07% | 9q | +0.7%+$98.3K |
| Breakwater Capital Group | $15.2M | 306,866 | 1.82% | 12q | +4.1%+$596.3K |
| Colonial Trust Advisors | $15.1M | 305,401 | 1.05% | 28q | +4.1%+$597.8K |
| NewEdge Advisors, LLC | $15.1M | 305,078 | 0.05% | new | NEW |
| Interchange Capital Partners, LLC | $14.7M | 295,800 | 2.76% | 19q | -0.8%-$115.8K |
| VERUS CAPITAL PARTNERS, LLC | $14.6M | 295,597 | 0.79% | 20q | +4.5%+$628.1K |
| MidFirst Bank | $13.8M | 277,660 | 0.98% | 3q | -3.8%-$546.0K |
| Marshall Financial Group, LLC | $12.9M | 260,992 | 1.89% | 19q | +2.3%+$286.1K |
| Tolleson Wealth Management, Inc. | $12.8M | 259,003 | 1.73% | 23q | -1.3%-$172.0K |
| MGO ONE SEVEN LLC | $12.6M | 254,863 | 0.21% | 16q | +207.7%+$8.5M |
| Focus Partners Advisor Solutions, LLC | $12.5M | 252,064 | 0.11% | 10q | HELD |
| NORTHCAPE WEALTH MANAGEMENT, LLC | $12.2M | 246,666 | 3.21% | 17q | HELD |
| SVRN Asset Management, LLC | $12.1M | 243,304 | 6.20% | 3q | +63.6%+$4.7M |
| Mutual Advisors, LLC | $11.6M | 233,794 | 0.22% | 11q | -22.7%-$3.4M |
Showing the largest 100 of 640 reported holders.
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 | 615 | $12.1B | 245,054,006 | 56 | 240 | 175 | 0.0% |
| Q1 2026 | 597 | $10.7B | 230,997,421 | 43 | 196 | 206 | 0.0% |
| Q4 2025 | 593 | $12.2B | 268,719,649 | 53 | 233 | 164 | 0.0% |
| Q3 2025 | 545 | $11.7B | 265,387,695 | 44 | 201 | 161 | 0.0% |
| Q2 2025 | 530 | $11.0B | 253,451,569 | 73 | 222 | 144 | 0.0% |
| Q1 2025 | 483 | $8.1B | 203,479,511 | 41 | 200 | 147 | 0.0% |
| Q4 2024 | 488 | $6.8B | 183,441,828 | 36 | 191 | 125 | 0.0% |
| Q3 2024 | 472 | $7.8B | 188,716,763 | 51 | 184 | 131 | 0.0% |
| Q2 2024 | 440 | $7.5B | 191,679,034 | 48 | 187 | 118 | 0.0% |
| Q1 2024 | 421 | $8.1B | 205,234,263 | 46 | 170 | 112 | 0.0% |
| Q4 2023 | 395 | $7.4B | 197,255,170 | 47 | 153 | 106 | 0.0% |
| Q3 2023 | 348 | $5.9B | 174,106,284 | 30 | 167 | 81 | 0.0% |
| Q2 2023 | 353 | $5.9B | 166,113,330 | 41 | 162 | 86 | 0.0% |
| Q1 2023 | 326 | $4.0B | 113,643,700 | 39 | 136 | 94 | 0.0% |
| Q4 2022 | 295 | $3.1B | 94,835,000 | 46 | 101 | 91 | 0.0% |
| Q3 2022 | 308 | $3.0B | 108,400,757 | 25 | 137 | 89 | 0.0% |
| Q2 2022 | 317 | $3.2B | 104,345,005 | 38 | 134 | 100 | 0.0% |
| Q1 2022 | 309 | $3.6B | 98,786,698 | 36 | 142 | 63 | 0.0% |
| Q4 2021 | 304 | $3.5B | 88,740,974 | 32 | 156 | 57 | 0.0% |
| Q3 2021 | 269 | $3.1B | 82,623,276 | 36 | 139 | 53 | 0.0% |
| Q2 2021 | 245 | $2.9B | 75,606,259 | 25 | 142 | 47 | 0.0% |
| Q1 2021 | 233 | $2.6B | 70,946,914 | 41 | 106 | 52 | 0.0% |
| Q4 2020 | 201 | $2.3B | 63,145,976 | 42 | 83 | 29 | 0.0% |
| Q3 2020 | 152 | $1.7B | 54,488,158 | 33 | 62 | 31 | 0.0% |
| Q2 2020 | 123 | $1.4B | 46,122,382 | 29 | 49 | 34 | 0.0% |
| Q1 2020 | 121 | $1.1B | 41,423,132 | 28 | 54 | 26 | 0.0% |
| Q4 2019 | 117 | $1.1B | 34,606,243 | 39 | 42 | 12 | 0.0% |
| Q3 2019 | 76 | $763.5M | 25,672,159 | 16 | 23 | 17 | 0.0% |
| Q2 2019 | 63 | $797.5M | 26,373,991 | 15 | 28 | 8 | 0.0% |
| Q1 2019 | 51 | $632.2M | 21,679,513 | 19 | 17 | 7 | 0.0% |
| Q4 2018 | 36 | $77.6M | 3,006,172 | 3 | 1 | 0 | 0.0% |