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 173 institutions that hold shares in the stock, with a total of 22 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 |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
177,197
shares
|
$8.38 Million
1.8% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
175,169
shares
|
$8.29 Million
0.03% of portfolio
|
Q4 2024
Added 30.6%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
167,377
shares
|
$7.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
166,910
shares
|
$7.9 Million
2.58% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
157,518
shares
|
$7.45 Million
4.29% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
152,967
shares
|
$7.24 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
143,828
shares
|
$6.8 Million
0.08% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
140,983
shares
|
$6.67 Million
2.53% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
140,085
shares
|
$6.63 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
131,772
shares
|
$6.23 Million
0.02% of portfolio
|
Q4 2024
Added 154.29%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
131,333
shares
|
$6.21 Million
1.33% of portfolio
|
Q4 2023
Reduced 8.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
123,791
shares
|
$5.86 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
117,362
shares
|
$5.55 Million
0.49% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
116,709
shares
|
$5.52 Million
0.02% of portfolio
|
Q4 2024
Added 47.93%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
111,164
shares
|
$5.26 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
99,480
shares
|
$4.71 Million
0.05% of portfolio
|
Q4 2024
Added 165.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
86,574
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Added 65.58%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
84,182
shares
|
$3.98 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
83,015
shares
|
$3.93 Million
2.56% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
75,484
shares
|
$3.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74,486
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
73,212
shares
|
$3.46 Million
0.89% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
72,802
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
68,735
shares
|
$3.25 Million
3.48% of portfolio
|
Q3 2023
Added 10.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
68,276
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2024
Added 12.9%
|