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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
9,850
shares
|
$473,883
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
9,789
shares
|
$470,948
0.18% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,635
shares
|
$463,539
0.0% of portfolio
|
Q3 2025
Added 31.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
9,143
shares
|
$439,869
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,488
shares
|
$408,357
0.02% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,434
shares
|
$405,759
0.0% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,178
shares
|
$393,443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
7,997
shares
|
$384,735
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$383,917
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,764
shares
|
$373,526
0.02% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,753
shares
|
$372,996
0.01% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,743
shares
|
$372,515
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
7,625
shares
|
$366,838
0.25% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,505
shares
|
$361,065
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,093
shares
|
$341,244
0.01% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,696
shares
|
$322,144
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,636
shares
|
$319,257
0.02% of portfolio
|
Q3 2025
Added 356.4%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
6,625
shares
|
$318,728
0.23% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,615
shares
|
$318,247
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
6,600
shares
|
$317,526
0.12% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,417
shares
|
$308,721
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
6,240
shares
|
$300,206
0.26% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
6,005
shares
|
$288,900
0.03% of portfolio
|
Q3 2025
Reduced 64.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,903
shares
|
$283,993
0.0% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,900
shares
|
$283,849
0.0% of portfolio
|
Q3 2025
New holding
|
|