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 |
---|---|---|---|---|---|
West Wealth Group, LLC
|
Aug 01, 2024 Q2 2024 |
5,199
shares
|
$256,050
0.09% of portfolio
|
Q2 2024
New holding
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
5,045
shares
|
$248,466
0.12% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
4,989
shares
|
$245,708
0.04% of portfolio
|
Q2 2024
New holding
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,663
shares
|
$229,652
0.09% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
3,417
shares
|
$168,287
0.0% of portfolio
|
Q2 2024
Added 17.62%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,254
shares
|
$160,259
0.03% of portfolio
|
Q2 2024
Added 15.23%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,175
shares
|
$156,368
0.01% of portfolio
|
Q2 2020
Added 197.34%
|
|
Lowe Wealth Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
2,185
shares
|
$107,611
0.05% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,960
shares
|
$96,530
0.01% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,930
shares
|
$95,052
0.01% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
1,731
shares
|
$85,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,544
shares
|
$76,042
0.0% of portfolio
|
Q2 2024
Added 207.57%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,107
shares
|
$54,519
0.0% of portfolio
|
Q2 2024
Added 284.38%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,080
shares
|
$53,190
0.0% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,039
shares
|
$51,170
0.01% of portfolio
|
Q1 2021
Reduced 77.09%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
736
shares
|
$36,248
0.0% of portfolio
|
Q2 2024
Added 142.11%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
718
shares
|
$35,361
0.0% of portfolio
|
Q2 2023
Reduced 23.54%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
685
shares
|
$33,736
0.0% of portfolio
|
Q2 2018
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
650
shares
|
$32,012
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
627
shares
|
$30,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
465
shares
|
$22,901
0.0% of portfolio
|
Q1 2023
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
463
shares
|
$22,802
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
300
shares
|
$14,775
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
232
shares
|
$11,426
0.01% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
208
shares
|
$10,244
0.0% of portfolio
|
Q2 2024
Reduced 94.19%
|