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 188 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.34 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
58,380
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
57,366
shares
|
$2.79 Million
0.59% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
55,675
shares
|
$2.71 Million
0.41% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
55,288
shares
|
$2.69 Million
1.68% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
55,185
shares
|
$2.69 Million
0.53% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
52,160
shares
|
$2.54 Million
0.02% of portfolio
|
Q4 2024
Added 54.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
47,807
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
47,560
shares
|
$2.31 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
46,636
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
43,426
shares
|
$2.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 55.82%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
42,166
shares
|
$2.05 Million
1.72% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
41,262
shares
|
$2.01 Million
2.2% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
39,595
shares
|
$1.93 Million
1.13% of portfolio
|
Q2 2025
Reduced 51.56%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
38,350
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Added 167.1%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
35,108
shares
|
$1.71 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
34,575
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
34,268
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
33,385
shares
|
$1.62 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,087
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
30,160
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
29,928
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 59.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
28,267
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
27,705
shares
|
$1.35 Million
0.96% of portfolio
|
Q2 2025
Added 29.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,581
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 57.84%
|