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 175 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $931 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,074
shares
|
$572,790
0.01% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
11,981
shares
|
$568,378
0.05% of portfolio
|
Q4 2024
Added 24.39%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
11,895
shares
|
$564,298
0.01% of portfolio
|
Q2 2022
Reduced 4.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,751
shares
|
$510,027
0.0% of portfolio
|
Q4 2024
Added 42.87%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
10,554
shares
|
$500,681
0.17% of portfolio
|
Q4 2024
Added 89.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,425
shares
|
$494,562
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,354
shares
|
$491,193
0.0% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,084
shares
|
$478,384
0.09% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$474,400
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,850
shares
|
$467,284
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
9,761
shares
|
$463,061
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,656
shares
|
$458,080
0.02% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
8,581
shares
|
$407,082
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,307
shares
|
$394,084
0.0% of portfolio
|
Q4 2024
Added 112.18%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,159
shares
|
$387,062
0.01% of portfolio
|
Q1 2024
Added 7.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$379,377
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,980
shares
|
$378,571
0.15% of portfolio
|
Q2 2022
Reduced 20.83%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,742
shares
|
$367,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
7,667
shares
|
$363,722
0.26% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,648
shares
|
$362,821
0.02% of portfolio
|
Q4 2024
Added 98.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,150
shares
|
$339,196
0.01% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,007
shares
|
$332,412
0.03% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,782
shares
|
$321,738
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
6,703
shares
|
$317,990
0.25% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,696
shares
|
$317,658
0.11% of portfolio
|
Q2 2024
New holding
|