QUAL — ISHARES TR

Ownership history in BITTERROOT CAPITAL ADVISORS LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BITTERROOT CAPITAL ADVISORS LLC reported a position in ISHARES TR (QUAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
18.95% (2025 Q4)
Avg. % of fund
18.95%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 139,351 — — 18.95% $27.7M $198.62
% of Fund (quarterly)    QUAL price (monthly, adj. close)

Other funds also holding QUAL

As of 2025 Q4 — sorted by position size

Valence8 US LP 3Y 21.37% Baron Wealth Management LLC 17.42% LIFE LINE WEALTH MANAGEMENT LLC 14.08% LANDAAS & CO /WI /ADV 3Y 7Y 13.62% SACHEM HILL LLC 13.41% Orgel Wealth Management, LLC 3Y 7Y 13.37% SNS Financial Group, LLC 3Y 7Y 12.98% Boulder Wealth Advisors, LLC 12.33% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 11.79% Facet Wealth, Inc. 3Y 10.44%
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