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 209 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
78,784
shares
|
$3.79 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
76,620
shares
|
$3.69 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
74,944
shares
|
$3.61 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
71,426
shares
|
$3.44 Million
0.88% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.31 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
63,774
shares
|
$3.07 Million
0.6% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
61,766
shares
|
$2.97 Million
0.42% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
60,796
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
59,949
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
57,110
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
56,792
shares
|
$2.73 Million
1.6% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
53,703
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
52,807
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,160
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 54.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
48,516
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Added 62.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
47,560
shares
|
$2.29 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
47,138
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2025
Added 75.42%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
45,634
shares
|
$2.2 Million
1.71% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
41,654
shares
|
$2 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
41,262
shares
|
$1.99 Million
2.2% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
39,172
shares
|
$1.88 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
38,551
shares
|
$1.85 Million
1.7% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
37,432
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 120.92%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
36,570
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
34,575
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.42%
|
|