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 195 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 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
|
$8.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
176,376
shares
|
$8.33 Million
2.47% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
176,027
shares
|
$8.31 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
166,028
shares
|
$7.84 Million
4.45% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
164,426
shares
|
$7.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 77.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
163,588
shares
|
$7.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
139,823
shares
|
$6.6 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
131,845
shares
|
$6.23 Million
1.28% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
118,935
shares
|
$5.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
110,654
shares
|
$5.23 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
107,710
shares
|
$5.09 Million
0.58% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
106,803
shares
|
$5.04 Million
0.06% of portfolio
|
Q1 2025
Added 46.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
106,732
shares
|
$5.04 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
|
$4.95 Million
0.17% of portfolio
|
Q1 2025
Added 53.66%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
98,290
shares
|
$4.64 Million
0.44% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
97,184
shares
|
$4.59 Million
0.08% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
87,383
shares
|
$4.13 Million
0.21% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
85,914
shares
|
$4.06 Million
1.09% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
84,688
shares
|
$4 Million
2.1% of portfolio
|
Q1 2025
Added 90.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
81,746
shares
|
$3.86 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
79,816
shares
|
$3.77 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
77,025
shares
|
$3.64 Million
0.21% of portfolio
|
Q1 2025
Added 104.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
75,259
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.25 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
66,836
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.1%
|