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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
6,100
shares
|
$289,384
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,776
shares
|
$274,013
0.04% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
5,734
shares
|
$272,020
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
5,546
shares
|
$263,102
0.24% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,442
shares
|
$258,168
0.0% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,095
shares
|
$241,706
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,935
shares
|
$234,116
0.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,731
shares
|
$224,438
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
4,518
shares
|
$214,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
4,488
shares
|
$212,910
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,409
shares
|
$209,162
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
4,369
shares
|
$207,265
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,330
shares
|
$157,975
0.34% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,175
shares
|
$150,622
0.01% of portfolio
|
Q2 2020
Added 197.34%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$148,344
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,917
shares
|
$138,382
0.02% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,676
shares
|
$126,949
0.01% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,615
shares
|
$124,055
0.0% of portfolio
|
Q4 2024
Added 107.87%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,550
shares
|
$120,972
0.0% of portfolio
|
Q4 2024
Added 88.47%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,434
shares
|
$115,468
0.01% of portfolio
|
Q4 2024
Added 279.72%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
2,194
shares
|
$104,083
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,053
shares
|
$97,394
0.0% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,053
shares
|
$97,394
0.0% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,781
shares
|
$84,490
0.01% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,705
shares
|
$80,885
0.02% of portfolio
|
Q4 2024
Added 744.06%
|