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 172 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
11,895
shares
|
$566,558
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,016
shares
|
$524,692
0.0% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,751
shares
|
$512,070
0.0% of portfolio
|
Q4 2024
Added 42.87%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
10,554
shares
|
$502,687
0.17% of portfolio
|
Q4 2024
Added 89.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,425
shares
|
$496,542
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$476,300
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,948
shares
|
$473,823
0.08% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,850
shares
|
$469,155
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
9,761
shares
|
$464,916
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,307
shares
|
$395,662
0.0% of portfolio
|
Q4 2024
Added 112.18%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,159
shares
|
$388,613
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,146
shares
|
$387,993
0.01% of portfolio
|
Q4 2024
Added 62.47%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$380,897
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$380,087
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,742
shares
|
$368,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
7,667
shares
|
$365,179
0.26% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,648
shares
|
$364,274
0.02% of portfolio
|
Q4 2024
Added 98.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,150
shares
|
$340,554
0.01% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,007
shares
|
$333,743
0.03% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,782
shares
|
$323,026
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,696
shares
|
$318,930
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
6,290
shares
|
$299,592
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
6,100
shares
|
$290,543
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,776
shares
|
$275,110
0.04% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
5,546
shares
|
$264,155
0.24% of portfolio
|
Q4 2024
Reduced 1.93%
|