IQLT — ISHARES TR

Ownership history in Thrive Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Thrive Wealth Management, 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
1.22% (2022 Q2)
Avg. % of fund
0.79%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 90,848 +1,746 +2.0% 0.61% $4.1M $45.45
2025 Q3 ADDED 89,102 +328 +0.4% 0.59% $3.9M $43.76
2025 Q2 REDUCED 88,774 -2,530 -2.8% 0.62% $3.8M $42.79
2025 Q1 REDUCED 91,304 -6,295 -6.4% 0.69% $3.6M $38.75
13 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%
← Back to Thrive Wealth Management, LLC Holdings