# ISHARES TR (QUAL)

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

- Reporting holders: 86
- Reported value: $321.0M
- 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 |
|---|---|---|---|---|
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $47.9M | 213,386 | 8.9% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $30.4M | 136,832 | 0.2% | 16 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $29.1M | 131,123 | 1.9% | 31 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $28.4M | 127,975 | 20.8% | 6 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $21.3M | 95,655 | 4.1% | 31 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $16.8M | 74,298 | 0.2% | 26 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $12.0M | 54,073 | 2.1% | 25 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $11.8M | 53,154 | 1.8% | 31 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $10.9M | 48,940 | 2.5% | 13 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $9.6M | 42,330 | 1.1% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.8M | 39,508 | 0.3% | 19 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $7.8M | 35,130 | 3.1% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $6.6M | 29,547 | 0.8% | 16 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.2M | 27,850 | 0.5% | 19 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $6.0M | 27,200 | 0.4% | 11 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $5.6M | 25,077 | 2.3% | 21 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $4.2M | 18,914 | 0.6% | 15 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $3.5M | 15,796 | 0.6% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $3.5M | 15,791 | 0.2% | 10 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $3.2M | 14,573 | 0.0% | 11 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.8M | 12,444 | 0.1% | 32 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $2.6M | 11,574 | 1.5% | 2 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $2.4M | 10,854 | 1.7% | 11 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $2.3M | 10,357 | 0.9% | 7 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $2.2M | 10,061 | 1.7% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 86 | $321.0M |
| Q2 2026 | 1,648 | $41.6B |
| Q1 2026 | 1,645 | $42.5B |
| Q4 2025 | 1,631 | $40.9B |
| Q3 2025 | 1,519 | $47.2B |
| Q2 2025 | 1,508 | $46.8B |
| Q1 2025 | 1,474 | $43.1B |
| Q4 2024 | 1,492 | $57.9B |
| Q3 2024 | 1,371 | $43.7B |
| Q2 2024 | 1,298 | $41.0B |
| Q1 2024 | 1,245 | $40.2B |
| Q4 2023 | 1,168 | $33.6B |