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 194 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,846
shares
|
$373,312
0.01% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,655
shares
|
$364,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
7,625
shares
|
$362,797
0.27% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,093
shares
|
$337,484
0.01% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,048
shares
|
$335,343
0.0% of portfolio
|
Q1 2025
Added 169.52%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,696
shares
|
$318,595
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
6,602
shares
|
$314,123
0.24% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
6,193
shares
|
$294,662
0.28% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,125
shares
|
$291,427
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
6,100
shares
|
$290,238
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,060
shares
|
$288,334
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
6,026
shares
|
$286,717
0.41% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,771
shares
|
$274,584
0.0% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,732
shares
|
$272,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
5,485
shares
|
$260,976
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
5,474
shares
|
$260,452
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,109
shares
|
$243,086
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
5,045
shares
|
$240,041
0.73% of portfolio
|
Q1 2025
Added 51.5%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
5,010
shares
|
$238,375
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,940
shares
|
$235,045
0.11% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
4,926
shares
|
$234,379
0.19% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,836
shares
|
$230,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,694
shares
|
$223,340
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,613
shares
|
$219,486
0.25% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
4,518
shares
|
$214,966
0.0% of portfolio
|
Q4 2024
New holding
|