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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
34,268
shares
|
$1.65 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
34,008
shares
|
$1.64 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,087
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
32,724
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
30,727
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 80.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
30,407
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
30,172
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,581
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
25,621
shares
|
$1.23 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,032
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
24,340
shares
|
$1.17 Million
0.33% of portfolio
|
Q3 2025
Added 86.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,264
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,855
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 81.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,382
shares
|
$1.03 Million
0.42% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
20,788
shares
|
$1 Million
0.75% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,876
shares
|
$956,234
0.0% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
19,842
shares
|
$954,598
0.03% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
19,470
shares
|
$936,701
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
19,447
shares
|
$935,595
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
19,408
shares
|
$933,718
0.05% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
19,137
shares
|
$920,681
0.08% of portfolio
|
Q3 2025
Added 42.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,412
shares
|
$885,801
0.0% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,330
shares
|
$881,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$841,925
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
17,283
shares
|
$831,485
0.66% of portfolio
|
Q3 2025
Added 9.52%
|
|