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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
347
shares
|
$16,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$13,943
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
251
shares
|
$11,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
204
shares
|
$9,481
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
174
shares
|
$8,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
130
shares
|
$6,042
0.0% of portfolio
|
Q1 2025
Added 49.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
128
shares
|
$5,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
121
shares
|
$5,624
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
120
shares
|
$5,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
117
shares
|
$5,438
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
115
shares
|
$5,345
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
108
shares
|
$5,019
0.0% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
104
shares
|
$4,833
0.0% of portfolio
|
Q4 2023
Reduced 49.02%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
65
shares
|
$3,021
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
58
shares
|
$2,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
48
shares
|
$2,231
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
39
shares
|
$1,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19
shares
|
$883
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7
shares
|
$325
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|