iShares Aaa - A Rated CorporQLTAETF

13F holders, Q2 2026 (June 30)
177holders −9
16new positions
26sold out
1famous investor
$47.30avg. 13F price*

At the end of Q2 2026, 177 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, down 9 from Q1 2026. 16 opened new positions and 26 sold out. The largest holders were Composition Wealth, LLC ($127.2M), State of New Jersey Common Pension Fund D ($83.2M) and MAI Capital Management ($59.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Aaa - A Rated Corpor
CUSIP
46429B291
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 125Q1 2024Q2 2024: 131Q2 2024Q3 2024: 152Q3 2024Q4 2024: 162Q4 2024Q1 2025: 178Q1 2025Q2 2025: 171Q2 2025Q3 2025: 185Q3 2025Q4 2025: 191Q4 2025Q1 2026: 186Q1 2026Q2 2026: 177Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$84.6M
Exits26$46.9M

All 13F filers, Q1 2026 → Q2 2026: 4,965,717 shares bought and 10,101,904 shares sold, net −5,136,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

Composition Wealth, LLC 1.49% Add +17.9% 2,676,208 $127.2M
State of New Jersey Common Pension Fund D 0.28% Add +400.0% 1,750,000 $83.2M
MAI Capital Management 0.23% Add +8.5% 1,258,329 $59.8M
Goldman Sachs Group Inc. 0.01% New 1,032,285 $49.1M
Betterment LLC 0.06% Add +107.0% 780,865 $37.1M
LPL Financial LLC 0.01% Reduce -53.6% 646,806 $30.7M
Compass Wealth Management, LLC 11.72% Reduce -4.9% 618,752 $29.4M
UBS Group AG 0.00% Reduce -18.1% 535,554 $25.4M
Bank of America Corp. 0.00% Reduce -45.9% 523,448 $24.9M
OneDigital Investment Advisors LLC 0.21% Add +179.2% 513,062 $24.4M
Raymond James Financial Inc. 0.01% Add +6.6% 488,447 $23.2M
Ameriprise Financial Inc. 0.00% Reduce -17.5% 485,986 $23.1M
Morgan Stanley 0.00% Reduce -39.1% 484,966 $23.0M
MML Investors Services, LLC 0.04% Reduce -3.4% 444,521 $21.1M
Parcion Private Wealth LLC 1.12% Add +3.7% 425,835 $20.2M
Schroder Investment Management Group 0.01% New 390,564 $18.7M
Wells Fargo & Company 0.00% Add +1.8% 328,051 $15.6M
Migdal Insurance & Financial Holdings Ltd. 0.09% Add +5.8% 283,943 $13.5M
JPMorgan Chase & Co. 0.00% Reduce -29.7% 276,488 $13.2M
Madison Asset Management, LLC 0.13% Add +14.6% 226,700 $10.8M
Fonville Wealth Management LLC 1.73% Add +4.0% 222,960 $10.6M
Citadel Advisors 0.01% Add +47.0% 216,791 $10.3M
Capstone Wealth Management Group, LLC 3.58% Add +110.6% 213,160 $10.1M
Sterling Investment Advisors LLC 3.85% Add +4.6% 180,540 $8.6M
Royal Bank of Canada 0.00% Add +1.4% 176,786 $8.4M
Heck Capital Advisors, LLC 0.47% Add +17.7% 165,932 $7.9M
Colton Groome Financial Advisors, LLC 1.82% Add +0.6% 158,695 $7.5M
Jane Street Group, LLC 0.00% Add +22.8% 156,377 $7.4M
Susquehanna International Group, LLP 0.01% Add +100.1% 145,803 $6.9M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -0.0% 111,282 $5.3M
Wrapmanager Inc. 1.65% Add +2.2% 111,141 $5.3M
Procyon Advisors, LLC 0.20% Reduce -6.9% 99,944 $4.7M
Focus Partners Advisor Solutions, LLC 0.04% New 97,860 $4.7M
Glen Eagle Advisors, LLC 0.59% Add +24.0% 97,827 $4.6M
Creative Planning 0.00% Reduce -18.4% 97,447 $4.6M
Climber Capital SA 2.71% Add +25.1% 117,982 $4.4M
Integrated Wealth Concepts LLC 0.03% Reduce -0.0% 91,019 $4.3M
Midwest Professional Planners, LTD. 0.78% Add +6.0% 83,588 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -96.4% 82,709 $3.9M
Cetera Investment Advisers 0.00% Reduce -84.7% 82,052 $3.9M
Clear Creek Financial Management, LLC 0.25% Add +1.1% 80,355 $3.8M
BlackRock, Inc. 0.00% Reduce -2.2% 80,074 $3.8M
Centennial Bank 1.20% Add +0.6% 78,573 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.3% 76,184 $3.6M
Anchor Bay Capital, Inc. 1.85% — 73,661 $3.4M
Flow Traders U.S. LLC 0.14% New 71,389 $3.4M
Assetmark, Inc. 0.01% Reduce -71.7% 68,872 $3.3M
Catalyst Investment Management LLC 2.88% Reduce -17.7% 66,896 $3.2M
Thrivent Financial for Lutherans 0.01% New 65,629 $3.1M
NorthCrest Asset Manangement, LLC 0.08% Add +1.8% 64,170 $3.0M
HighTower Advisors, LLC 0.00% Reduce -94.5% 63,312 $3.0M
Petra Financial Advisors Inc. 1.34% Add +3.3% 61,017 $2.9M
Isthmus Partners, LLC 0.28% No change 59,976 $2.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.0% 59,840 $2.8M
Cornerstone Financial Group, LLC 1.67% Add +6.5% 57,019 $2.7M
NorthRock Partners, LLC 0.04% Reduce -21.4% 54,782 $2.6M
SHUTTLEWORTH & Co 2.07% Reduce -0.4% 54,546 $2.6M
Guggenheim Capital LLC 0.02% Add +12.0% 52,530 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -20.6% 51,993 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -80.8% 51,381 $2.4M
Diversify Advisory Services, LLC 0.04% New 47,684 $2.2M
Diversify Wealth Management, LLC 0.04% Reduce -76.2% 47,684 $2.2M
ESL Trust Services, LLC 0.37% Add +8.9% 45,871 $2.2M
Jones Financial Companies LLLP 0.00% Add +20.8% 38,474 $1.8M
RKL Wealth Management LLC 0.13% Reduce -9.5% 34,880 $1.7M
Dynamic Wealth Strategies, LLC 0.86% Add +19.5% 34,134 $1.6M
LFA - Lugano Financial Advisors SA 0.98% Reduce -9.3% 34,674 $1.6M
Stifel Financial Corp. 0.00% Reduce -21.0% 26,248 $1.2M
BDFS Capital LLC 0.54% Add +101.3% 26,233 $1.2M
Hanover Advisors Inc. 0.44% Reduce -17.1% 25,957 $1.2M
Bigelow Investment Advisors, LLC 0.43% Reduce -0.1% 25,235 $1.2M
FMR LLC 0.00% Reduce -99.0% 23,936 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 23,232 $1.1M
Quadrant Private Wealth Management, LLC 0.25% Reduce -42.4% 23,044 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -70.7% 22,690 $1.1M
J.W. Cole Advisors, Inc. 0.02% New 21,530 $1.0M
Sanctuary Advisors, LLC 0.00% Reduce -52.0% 21,092 $1.0M
Simplicity Wealth,LLC 0.03% Add +57.8% 20,559 $977K
Detalus Advisors, LLC 0.18% Reduce -5.5% 19,692 $936K
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 19,512 $927K
CreativeOne Wealth, LLC 0.02% Reduce -66.5% 18,965 $901K
Advyzon Investment Management, LLC 0.06% New 18,445 $877K
Cambiar Investors LLC 0.04% Add +1.7% 18,384 $874K
Mutual Advisors, LLC 0.02% New 18,095 $860K
ShoreHaven Wealth Partners, LLC 0.27% Reduce -60.1% 17,803 $846K
Compound Planning, Inc. 0.02% Reduce -4.8% 17,777 $845K
Kelly Financial Services LLC 0.18% Reduce -93.0% 17,536 $833K
Cerity Partners LLC 0.00% No change 17,264 $820K
Sequoia Financial Advisors, LLC 0.00% Reduce -46.2% 16,350 $777K
Sunflower Bank, N.A. 0.18% No change 15,900 $756K
Rockefeller Capital Management L.P. 0.00% Add +27.3% 15,015 $714K
Summit Financial, LLC 0.01% Reduce -23.4% 13,847 $658K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -71.0% 13,520 $642K
Kestra Advisory Services, LLC 0.00% Reduce -30.8% 12,887 $612K
Montecito Bank & Trust 0.09% Add +0.7% 12,877 $612K
Beaumont Financial Advisors, LLC 0.04% No change 12,842 $610K
Global Assets Advisory, LLC 0.13% Add +0.1% 12,536 $593K
Park Avenue Securities LLC 0.00% Reduce -88.0% 10,899 $518K
Snowden Capital Advisors LLC 0.01% Add +4.5% 10,703 $509K
Monograph Wealth Advisors, LLC 0.04% No change 10,490 $498K

"% of holder's portfolio" is QLTA's weight in each manager's 13F, not the share of iShares Aaa - A Rated Corpor the manager owns.

Show all 177 holders