QLTA — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (QLTA)? 7 institutions reported holding $8.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Colton Groome Financial Advisors, LLC ($7.5M), Montecito Bank & Trust ($576,052), Pacific Wealth Management ($337,380).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COLTON GROOME FINANCIAL ADVISORS, LLC | $7.5M | 167,672 | Added |
| 2 | Montecito Bank & Trust | $576,052 | 12,804 | Trimmed |
| 3 | Pacific Wealth Management | $337,380 | 7,499 | Hold |
| 4 | Weaver Consulting Group | $308,271 | 6,852 | Added |
| 5 | Farther Finance Advisors, LLC | $134,751 | 2,995 | Trimmed |
| 6 | EASTERN BANK | $93,669 | 2,082 | Hold |
| 7 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30