Institutional Ownership Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
182,872
shares
|
$8.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
176,376
shares
|
$8.39 Million
2.47% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
168,866
shares
|
$8.03 Million
3.71% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
164,426
shares
|
$7.82 Million
0.1% of portfolio
|
Q1 2025
Reduced 77.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
163,588
shares
|
$7.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
143,928
shares
|
$6.85 Million
2.35% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
132,598
shares
|
$6.31 Million
1.17% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
131,845
shares
|
$6.27 Million
1.28% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
118,935
shares
|
$5.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
114,431
shares
|
$5.44 Million
0.47% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
111,472
shares
|
$5.3 Million
0.05% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
110,654
shares
|
$5.26 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
106,732
shares
|
$5.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
104,915
shares
|
$4.99 Million
0.17% of portfolio
|
Q1 2025
Added 53.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
97,184
shares
|
$4.62 Million
0.08% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
94,447
shares
|
$4.49 Million
0.24% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
87,383
shares
|
$4.16 Million
0.21% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
85,914
shares
|
$4.09 Million
1.09% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
84,688
shares
|
$4.03 Million
2.1% of portfolio
|
Q1 2025
Added 90.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
81,746
shares
|
$3.89 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
81,381
shares
|
$3.87 Million
0.74% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
80,107
shares
|
$3.81 Million
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
75,259
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
71,607
shares
|
$3.41 Million
0.92% of portfolio
|
Q2 2025
Added 423.33%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.27 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|