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 186 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,116,247
shares
|
$100 Million
0.03% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,675,092
shares
|
$79.4 Million
1.67% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,670,175
shares
|
$79.2 Million
0.03% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,470,783
shares
|
$69.7 Million
0.19% of portfolio
|
Q1 2025
Added 424.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,225,146
shares
|
$58.1 Million
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
831,436
shares
|
$39.4 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
766,344
shares
|
$36.3 Million
0.05% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
718,296
shares
|
$34.1 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
670,681
shares
|
$31.8 Million
0.01% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
658,303
shares
|
$31.2 Million
0.0% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
633,796
shares
|
$30.1 Million
0.06% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
450,242
shares
|
$21.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
432,904
shares
|
$20.5 Million
0.03% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
404,133
shares
|
$19.2 Million
0.72% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
326,972
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
318,748
shares
|
$15.1 Million
8.33% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
317,646
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
309,567
shares
|
$14.7 Million
1.24% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
279,337
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
250,895
shares
|
$11.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
247,777
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
215,045
shares
|
$10.2 Million
3.86% of portfolio
|
Q1 2025
Added 53.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
197,641
shares
|
$9.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
184,683
shares
|
$8.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
176,376
shares
|
$8.36 Million
2.47% of portfolio
|
Q1 2025
Added 5.67%
|