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 156 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $781 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
154,234
shares
|
$7.3 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
153,441
shares
|
$7.27 Million
4.27% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
150,856
shares
|
$7.14 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
144,049
shares
|
$6.82 Million
2.45% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
134,127
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 395.98%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
131,333
shares
|
$6.22 Million
1.43% of portfolio
|
Q4 2023
Reduced 8.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
123,791
shares
|
$5.86 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
122,929
shares
|
$5.82 Million
0.08% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
117,614
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
103,443
shares
|
$4.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
96,334
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
Added 4815.0%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
92,191
shares
|
$4.37 Million
1.76% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
88,972
shares
|
$4.21 Million
3.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
85,800
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2023
Reduced 58.45%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
84,182
shares
|
$3.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
81,142
shares
|
$3.84 Million
0.09% of portfolio
|
Q3 2024
Added 35.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
78,896
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 536.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
74,246
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 77.61%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.25 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
68,508
shares
|
$3.24 Million
0.88% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
60,474
shares
|
$2.86 Million
0.11% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
58,130
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
57,648
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
56,160
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 29.66%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
55,013
shares
|
$2.6 Million
0.68% of portfolio
|
Q3 2024
Added 125.05%
|