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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$47,735
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
975
shares
|
$46,127
0.0% of portfolio
|
Q4 2024
Added 712.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
769
shares
|
$36,381
0.0% of portfolio
|
Q4 2024
Reduced 54.76%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
765
shares
|
$36,192
0.02% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
685
shares
|
$32,407
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
627
shares
|
$29,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$28,386
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
465
shares
|
$21,999
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
310
shares
|
$14,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
300
shares
|
$14,193
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
240
shares
|
$11,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
128
shares
|
$6,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
127
shares
|
$6,008
0.0% of portfolio
|
Q2 2023
Reduced 16.45%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
115
shares
|
$5,440
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
108
shares
|
$5,109
0.0% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
104
shares
|
$4,920
0.0% of portfolio
|
Q4 2023
Reduced 49.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
87
shares
|
$4,115
0.0% of portfolio
|
Q3 2023
Reduced 88.35%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
67
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
Reduced 69.41%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
67
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
58
shares
|
$2,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
48
shares
|
$2,270
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
19
shares
|
$898
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7
shares
|
$331
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|