# ISHARES TR (QUAL) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 46432F339
Page URL: https://superinvestorclub.com/stock/QUAL
Last updated: 2026-07-27T03:19:00.185Z

## Summary

As of the most recent 13F filing period, ISHARES TR (QUAL) is held by 1 tracked superinvestors with an aggregate position value of $87.4M representing 0455785 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 455785 | $87.4M | 4.03% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $52.6M aggregate, 0389788 shares
- 2023-09-30: 1 holders, $69.6M aggregate, 0528077 shares
- 2023-12-31: 1 holders, $79.7M aggregate, 0541748 shares
- 2024-03-31: 1 holders, $92.6M aggregate, 0563454 shares
- 2024-06-30: 1 holders, $110.3M aggregate, 0645679 shares
- 2024-09-30: 1 holders, $102.6M aggregate, 0572102 shares
- 2024-12-31: 1 holders, $93.9M aggregate, 0527450 shares
- 2025-03-31: 1 holders, $93.1M aggregate, 0544691 shares
- 2025-06-30: 2 holders, $101.0M aggregate, 05511701400 shares
- 2025-09-30: 1 holders, $107.8M aggregate, 0554127 shares
- 2025-12-31: 1 holders, $109.0M aggregate, 0548575 shares
- 2026-03-31: 1 holders, $87.4M aggregate, 0455785 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (QUAL) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/QUAL), aggregating SEC 13F, Form 4, and congressional disclosures."