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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
65,422
shares
|
$3.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 34.24%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
64,292
shares
|
$3.04 Million
0.68% of portfolio
|
Q1 2025
Added 69.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
57,473
shares
|
$2.71 Million
0.22% of portfolio
|
Q1 2025
Added 80.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
54,643
shares
|
$2.58 Million
2.13% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
52,664
shares
|
$2.49 Million
0.41% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
52,389
shares
|
$2.47 Million
0.64% of portfolio
|
Q1 2025
Added 67.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,160
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 54.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
49,810
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
49,605
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
47,560
shares
|
$2.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
46,552
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
44,670
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Added 26.98%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
43,553
shares
|
$2.06 Million
0.64% of portfolio
|
Q1 2025
Added 174.82%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
41,262
shares
|
$1.95 Million
2.2% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
40,364
shares
|
$1.91 Million
1.7% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
38,014
shares
|
$1.8 Million
0.21% of portfolio
|
Q1 2025
Added 210.83%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
36,760
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
35,739
shares
|
$1.69 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
35,277
shares
|
$1.67 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
34,722
shares
|
$1.64 Million
0.23% of portfolio
|
Q1 2025
Added 64.55%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
34,238
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.79%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,248
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
30,330
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 47.19%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
28,491
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 93.78%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
27,780
shares
|
$1.31 Million
1.19% of portfolio
|
Q1 2025
Reduced 31.11%
|