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 157 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$831,600
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,487
shares
|
$830,982
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
17,232
shares
|
$818,864
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
15,900
shares
|
$755,568
0.21% of portfolio
|
Q3 2022
Added 183.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$722,826
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
14,744
shares
|
$700,634
0.17% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$674,736
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,846
shares
|
$657,961
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
13,502
shares
|
$641,615
0.03% of portfolio
|
Q3 2024
Reduced 69.35%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
12,863
shares
|
$611,249
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,488
shares
|
$593,429
0.06% of portfolio
|
Q3 2024
Added 73.9%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11,895
shares
|
$565,250
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,574
shares
|
$502,476
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
10,363
shares
|
$492,449
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
10,350
shares
|
$491,832
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,205
shares
|
$484,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$475,200
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
9,632
shares
|
$457,712
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,717
shares
|
$414,231
0.0% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
8,672
shares
|
$412,093
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
8,271
shares
|
$393,037
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
8,159
shares
|
$387,715
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$380,017
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$379,209
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,910
shares
|
$375,883
0.0% of portfolio
|
Q3 2024
New holding
|