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 138 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
12,418
shares
|
$611,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
12,403
shares
|
$610,847
0.0% of portfolio
|
Q2 2024
Added 66.1%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
11,895
shares
|
$585,828
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,666
shares
|
$574,550
0.0% of portfolio
|
Q2 2024
Reduced 39.04%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
11,560
shares
|
$569,330
0.01% of portfolio
|
Q2 2024
New holding
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
10,850
shares
|
$534,362
0.01% of portfolio
|
Q2 2024
Added 4.83%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
10,363
shares
|
$510,377
0.1% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,178
shares
|
$501,266
0.01% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Shelter Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
10,000
shares
|
$492,500
0.13% of portfolio
|
Q2 2023
New holding
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,916
shares
|
$488,363
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gem Asset Management, LLC
Plymouth, MI |
Aug 07, 2024 Q2 2024 |
9,820
shares
|
$483,635
0.29% of portfolio
|
Q1 2024
Added 23.99%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
8,159
shares
|
$401,830
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$393,015
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 17, 2024 Q2 2024 |
7,717
shares
|
$380,062
0.34% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
7,530
shares
|
$370,852
0.0% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
7,263
shares
|
$357,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
7,181
shares
|
$353,664
0.01% of portfolio
|
Q2 2024
Added 19.25%
|
|
Cerro Pacific Wealth Advisors LLC
|
Aug 09, 2024 Q2 2024 |
6,696
shares
|
$329,778
0.12% of portfolio
|
Q2 2024
New holding
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
6,358
shares
|
$313,131
0.12% of portfolio
|
Q2 2023
Added 20.01%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Jul 31, 2024 Q2 2024 |
6,146
shares
|
$302,690
0.21% of portfolio
|
Q2 2024
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
6,133
shares
|
$302,050
0.13% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
6,131
shares
|
$301,951
0.0% of portfolio
|
Q2 2024
Added 0.23%
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
5,650
shares
|
$278,262
0.16% of portfolio
|
Q2 2024
Added 0.09%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
5,438
shares
|
$267,821
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
5,261
shares
|
$259,104
0.0% of portfolio
|
Q3 2021
New holding
|