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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
17,157
shares
|
$825,423
0.19% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
16,408
shares
|
$789,388
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
15,900
shares
|
$764,949
0.19% of portfolio
|
Q3 2022
Added 183.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$731,801
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
14,415
shares
|
$693,505
0.02% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$683,113
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,030
shares
|
$674,983
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,540
shares
|
$651,409
0.01% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
13,133
shares
|
$631,828
0.87% of portfolio
|
Q3 2025
Added 117.94%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
12,842
shares
|
$617,828
0.05% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,582
shares
|
$605,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,549
shares
|
$603,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
12,002
shares
|
$577,416
0.1% of portfolio
|
Q3 2025
Added 80.4%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,954
shares
|
$575,106
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
11,895
shares
|
$572,268
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,886
shares
|
$571,835
0.16% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
11,884
shares
|
$571,739
0.04% of portfolio
|
Q3 2025
Reduced 69.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,264
shares
|
$541,911
0.05% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
10,846
shares
|
$521,801
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
10,783
shares
|
$518,770
0.08% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,490
shares
|
$504,673
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
10,402
shares
|
$500,440
0.01% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,388
shares
|
$499,766
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,231
shares
|
$492,213
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
10,000
shares
|
$481,100
0.11% of portfolio
|
Q2 2023
New holding
|
|