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 138 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
29,900
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
28,813
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.39%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
27,043
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 240.38%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
24,445
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2024
Added 170.14%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
23,284
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
22,997
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
22,966
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,777
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
Added 7.37%
|
|
Treynor Bancshares, Inc.
|
Aug 14, 2024 Q2 2024 |
22,351
shares
|
$1.1 Million
1.22% of portfolio
|
Q2 2024
Reduced 48.5%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
21,963
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
20,840
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
19,801
shares
|
$975,199
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
19,772
shares
|
$973,771
0.8% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
18,963
shares
|
$933,927
0.02% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
18,475
shares
|
$909,893
0.02% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
18,107
shares
|
$891,769
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$861,875
0.0% of portfolio
|
Q3 2021
New holding
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2024 Q2 2024 |
15,900
shares
|
$783,075
0.18% of portfolio
|
Q3 2022
Added 183.93%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
15,817
shares
|
$778,987
0.17% of portfolio
|
Q2 2024
Added 191.13%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$749,141
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$699,300
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,846
shares
|
$681,915
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
13,146
shares
|
$647,440
0.44% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Financial Life Advisors
|
Aug 09, 2024 Q2 2024 |
12,947
shares
|
$637,639
0.25% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
12,863
shares
|
$633,502
0.05% of portfolio
|
Q1 2024
Reduced 0.16%
|