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 194 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
27,780
shares
|
$1.32 Million
1.19% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
27,140
shares
|
$1.29 Million
0.17% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
23,280
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22,735
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 111.47%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
22,645
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
22,439
shares
|
$1.07 Million
0.26% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,855
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 81.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
21,650
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.93%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
21,447
shares
|
$1.02 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
21,447
shares
|
$1.02 Million
0.85% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
21,274
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Added 55.98%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
20,822
shares
|
$990,710
0.44% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
20,252
shares
|
$963,590
0.8% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,876
shares
|
$945,700
0.0% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
19,470
shares
|
$926,382
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
19,077
shares
|
$907,683
0.02% of portfolio
|
Q1 2025
Added 166.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
18,810
shares
|
$894,979
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,532
shares
|
$834,172
0.0% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$832,650
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
17,367
shares
|
$826,321
0.07% of portfolio
|
Q1 2025
Added 44.95%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
16,408
shares
|
$780,692
0.03% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
15,900
shares
|
$756,522
0.19% of portfolio
|
Q3 2022
Added 183.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$723,739
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$675,588
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
13,997
shares
|
$665,977
0.02% of portfolio
|
Q2 2025
Added 3.25%
|