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 156 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,487
shares
|
$809,473
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
17,232
shares
|
$797,669
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
15,900
shares
|
$736,011
0.21% of portfolio
|
Q3 2022
Added 183.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$704,117
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
14,744
shares
|
$682,499
0.17% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$657,271
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,846
shares
|
$640,931
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
13,502
shares
|
$625,007
0.03% of portfolio
|
Q3 2024
Reduced 69.35%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
12,863
shares
|
$595,428
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,488
shares
|
$578,069
0.06% of portfolio
|
Q3 2024
Added 73.9%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11,895
shares
|
$550,619
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,574
shares
|
$489,470
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
10,363
shares
|
$479,703
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
10,350
shares
|
$479,101
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,205
shares
|
$472,389
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$462,900
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
9,632
shares
|
$445,865
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,209
shares
|
$426,284
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
8,672
shares
|
$401,426
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
8,271
shares
|
$382,864
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
8,159
shares
|
$377,680
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$370,181
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$369,394
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,910
shares
|
$366,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
7,667
shares
|
$354,905
0.3% of portfolio
|
Q3 2024
Reduced 0.65%
|