# ISHARES TR (QLTA)

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

- Reporting holders: 6
- Reported value: $9.0M
- 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 |
|---|---|---|---|---|
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $7.5M | 167,672 | 1.8% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $576.1K | 12,804 | 0.1% | 10 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $337.4K | 7,499 | 0.1% | 16 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $308.3K | 6,852 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $134.8K | 2,995 | 0.0% | 5 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $93.7K | 2,082 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $9.0M |
| Q2 2026 | 177 | $939.4M |
| Q1 2026 | 186 | $1.2B |
| Q4 2025 | 193 | $1.2B |
| Q3 2025 | 186 | $1.4B |
| Q2 2025 | 171 | $1.2B |
| Q1 2025 | 178 | $1.2B |
| Q4 2024 | 162 | $1.2B |
| Q3 2024 | 152 | $898.3M |
| Q2 2024 | 130 | $581.7M |
| Q1 2024 | 126 | $554.5M |
| Q4 2023 | 126 | $534.6M |