IQLT — ISHARES TR

Ownership history in Emerald Advisors, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Emerald Advisors, LLC reported a position in ISHARES TR (IQLT). 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
1.81% (2020 Q2)
Avg. % of fund
1.2%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,342 -60,555 -30.0% 0.87% $6.4M $45.45
2025 Q3 ADDED 201,897 +11,754 +6.2% 1.18% $8.9M $43.76
2025 Q2 REDUCED 190,143 -8,894 -4.5% 1.05% $8.2M $42.79
2025 Q1 ADDED 199,037 +13,348 +7.2% 1.05% $7.9M $38.75
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IQLT price (monthly, adj. close)

Other funds also holding IQLT

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 17.03% Silver Coast Investments LLC 13.56% LIFE LINE WEALTH MANAGEMENT LLC 12.65% Valence8 US LP 3Y 12.43% BITTERROOT CAPITAL ADVISORS LLC 11.76% Cook Wealth, LLC 3Y 9.81% Longview Financial Advisors, Inc. 9.72% Altus Wealth Management, LLC 3Y 9.34% Koenig Investment Advisory, LLC 8.08% Carr Financial Group Corp 3Y 7.0%
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