IQLT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IQLT? 41 Institutions Hold $234M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IQLT)? 41 institutions reported holding $234.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($49.0M), Sunburst Financial Group, LLC ($43.4M), Paragon Capital Management Ltd ($26.5M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$49.0M	990,798	Added
2	Sunburst Financial Group, LLC	$43.4M	877,982	Added
3	Paragon Capital Management Ltd	$26.5M	536,289	Added
4	Breakwater Capital Group	$16.1M	324,762	Added
5	Longview Financial Advisors, Inc.	$16.0M	324,072	Trimmed
6	Koenig Investment Advisory, LLC	$11.3M	227,841	Added
7	Planning Strategies Inc.	$10.1M	203,219	Trimmed
8	Farther Finance Advisors, LLC	$8.7M	175,692	Added
9	EASTERN BANK	$6.4M	128,504	Trimmed
10	OxenFree Capital LLC	$5.8M	116,609	Added
11	Baron Financial Group, LLC	$4.9M	99,135	Trimmed
12	May Barnhard Investments LLC	$4.8M	97,003	Trimmed
13	Crumly & Associates Inc.	$4.0M	81,590	Trimmed
14	Apella Capital, LLC	$3.9M	78,148	Trimmed
15	Pathway Financial Advisors LLC	$3.6M	71,846	Added
16	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$3.1M	63,600	Added
17	YHB Investment Advisors, Inc.	$2.2M	45,369	Trimmed
18	Box Hill Private Wealth LLC	$2.0M	39,955	Added
19	Avidian Wealth Enterprises, LLC	$1.9M	39,353	Added
20	Wealth Group Ltd	$1.6M	31,560	Hold
21	CoreCap Advisors, LLC	$1.5M	29,923	Trimmed
22	TITLEIST ASSET MANAGEMENT, LLC	$1.4M	29,078	Trimmed
23	Trust Co	$1.2M	23,813	Added
24	Go Invest LLC	$976,616	19,742	Added
25	AVAII WEALTH MANAGEMENT, LLC	$765,184	15,365	Hold

Source: SEC Form 13F filings · as of 2026-09-30