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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,540
shares
|
$658,856
0.01% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
13,495
shares
|
$656,666
0.03% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
13,465
shares
|
$655,206
0.06% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
13,133
shares
|
$639,051
0.87% of portfolio
|
Q3 2025
Added 117.94%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,079
shares
|
$636,424
0.2% of portfolio
|
Q2 2025
Added 68.7%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
12,842
shares
|
$624,891
0.05% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
12,002
shares
|
$584,017
0.1% of portfolio
|
Q3 2025
Added 80.4%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,895
shares
|
$578,810
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
11,785
shares
|
$573,458
0.01% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,264
shares
|
$548,106
0.05% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10,846
shares
|
$527,766
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
10,783
shares
|
$524,700
0.08% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,733
shares
|
$522,267
0.03% of portfolio
|
Q2 2025
Reduced 53.84%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,490
shares
|
$510,443
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
10,480
shares
|
$509,956
0.01% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,388
shares
|
$505,480
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
10,144
shares
|
$493,607
0.16% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
10,000
shares
|
$486,599
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
9,850
shares
|
$479,300
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
8,697
shares
|
$423,196
0.11% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
8,219
shares
|
$399,936
0.24% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,159
shares
|
$397,016
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
7,997
shares
|
$389,134
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$388,306
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,846
shares
|
$381,786
0.01% of portfolio
|
Q1 2025
Reduced 43.33%
|