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 129 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Glen Eagle Advisors, LLC
Kingston, NJ |
Jul 03, 2024 Q1 2024 |
24,779
shares
|
$1.16 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
23,336
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
Bigelow Investment Advisors, LLC
|
May 08, 2024 Q1 2024 |
21,967
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
21,716
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 53.51%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
21,214
shares
|
$990,693
0.01% of portfolio
|
Q1 2024
Added 3.21%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 15, 2024 Q1 2024 |
20,350
shares
|
$950,345
0.83% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
19,756
shares
|
$922,605
0.02% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
19,442
shares
|
$907,941
0.02% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
19,136
shares
|
$893,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
18,297
shares
|
$854,469
0.0% of portfolio
|
Q1 2024
Added 13.83%
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$817,250
0.0% of portfolio
|
Q3 2021
New holding
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 10, 2024 Q1 2024 |
15,900
shares
|
$742,530
0.17% of portfolio
|
Q3 2022
Added 183.93%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$710,353
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$663,093
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
13,846
shares
|
$646,608
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
Financial Life Advisors
|
Apr 18, 2024 Q1 2024 |
13,442
shares
|
$627,741
0.27% of portfolio
|
Q1 2024
Reduced 62.62%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
13,152
shares
|
$614,198
0.46% of portfolio
|
Q1 2024
Added 13.59%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
12,863
shares
|
$600,702
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
11,895
shares
|
$555,496
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
11,852
shares
|
$553,488
0.06% of portfolio
|
Q1 2024
Reduced 97.51%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
10,588
shares
|
$494,459
0.01% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
10,363
shares
|
$483,952
0.1% of portfolio
|
Q1 2024
New holding
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
10,350
shares
|
$483,345
0.01% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
Advisor Resource Council
|
Apr 19, 2024 Q1 2024 |
10,202
shares
|
$476,433
0.14% of portfolio
|
Q1 2024
Reduced 89.65%
|
|
Shelter Mutual Insurance CO
|
May 06, 2024 Q1 2024 |
10,000
shares
|
$467,000
0.13% of portfolio
|
Q2 2023
New holding
|