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 195 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
14,358
shares
|
$667,359
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$659,969
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
13,984
shares
|
$649,976
0.01% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
13,683
shares
|
$635,985
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
13,556
shares
|
$630,082
0.02% of portfolio
|
Q1 2025
Added 66.41%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
13,227
shares
|
$614,790
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
13,175
shares
|
$612,374
0.06% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,082
shares
|
$608,051
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
12,368
shares
|
$574,864
0.06% of portfolio
|
Q1 2025
Added 76.51%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,895
shares
|
$552,879
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,354
shares
|
$481,253
0.0% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
10,144
shares
|
$471,493
0.16% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,084
shares
|
$468,704
0.09% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
10,000
shares
|
$464,799
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
9,968
shares
|
$463,312
0.3% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,898
shares
|
$460,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
9,850
shares
|
$457,827
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
9,671
shares
|
$449,508
0.07% of portfolio
|
Q1 2025
Added 67.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,656
shares
|
$448,810
0.02% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
9,322
shares
|
$433,286
0.19% of portfolio
|
Q1 2025
Added 37.45%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
8,581
shares
|
$398,844
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,159
shares
|
$379,230
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
7,997
shares
|
$371,700
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$370,910
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
7,954
shares
|
$369,701
0.12% of portfolio
|
Q1 2025
Added 61.18%
|