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 173 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,415,882
shares
|
$114 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,621,534
shares
|
$76.3 Million
1.61% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,509,822
shares
|
$71.1 Million
0.03% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,319,689
shares
|
$62.1 Million
0.02% of portfolio
|
Q4 2024
Added 27.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,225,146
shares
|
$57.7 Million
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
831,436
shares
|
$39.1 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
766,344
shares
|
$36.1 Million
0.05% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
718,296
shares
|
$33.8 Million
0.43% of portfolio
|
Q4 2024
Added 51.37%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
718,296
shares
|
$33.8 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
670,681
shares
|
$31.6 Million
0.01% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
658,303
shares
|
$31 Million
0.0% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
560,322
shares
|
$26.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
458,303
shares
|
$21.6 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
450,242
shares
|
$21.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
432,904
shares
|
$20.4 Million
0.03% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
404,133
shares
|
$19 Million
0.72% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
326,972
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
317,646
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
314,927
shares
|
$14.8 Million
7.8% of portfolio
|
Q4 2024
Reduced 38.63%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
301,430
shares
|
$14.2 Million
1.11% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
280,311
shares
|
$13.2 Million
0.04% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
279,337
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
251,199
shares
|
$11.8 Million
0.17% of portfolio
|
Q4 2024
Added 51.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
197,641
shares
|
$9.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
184,683
shares
|
$8.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|