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 195 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
7,954
shares
|
$375,587
0.12% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,846
shares
|
$370,488
0.01% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,753
shares
|
$366,096
0.12% of portfolio
|
Q1 2025
Added 63.88%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,655
shares
|
$361,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
7,625
shares
|
$360,052
0.27% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,048
shares
|
$332,806
0.0% of portfolio
|
Q1 2025
Added 169.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
6,703
shares
|
$316,515
0.25% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,696
shares
|
$316,185
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
6,415
shares
|
$302,916
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,125
shares
|
$289,222
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
6,100
shares
|
$288,042
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,060
shares
|
$286,153
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,771
shares
|
$272,506
0.0% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
5,734
shares
|
$270,759
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,732
shares
|
$270,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
5,485
shares
|
$259,001
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
5,474
shares
|
$258,482
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
5,220
shares
|
$246,488
0.21% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,109
shares
|
$241,246
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
5,045
shares
|
$238,224
0.73% of portfolio
|
Q1 2025
Added 51.5%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
5,010
shares
|
$236,572
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,940
shares
|
$233,266
0.11% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,836
shares
|
$228,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,774
shares
|
$225,428
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,613
shares
|
$217,825
0.25% of portfolio
|
Q1 2025
Added 5.58%
|