iShares Aaa - A Rated CorporQLTAETF
13F holders, Q1 2024 (March 31)125holders
$47.51avg. 13F price*
At the end of Q1 2024, 125 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings. The largest holders were Composition Wealth, LLC ($64.6M), Madison Asset Management, LLC ($45.1M) and Eastern Bank ($37.6M).
- Company
- iShares Aaa - A Rated Corpor
- CUSIP
- 46429B291
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $60.7M |
| Exits | 13 | $9.8M |
Ownership 125 holders
| Composition Wealth, LLC | 1.63% | Reduce -2.4% | 1,361,263 | $64.6M |
| Madison Asset Management, LLC | 0.56% | Add +26.0% | 950,827 | $45.1M |
| Eastern Bank | 1.57% | New | 791,961 | $37.6M |
| LPL Financial LLC | 0.02% | Add +95.1% | 778,782 | $37.0M |
| HighTower Advisors, LLC | 0.05% | Add +7.1% | 590,283 | $28.0M |
| Pacific Wealth Management | 12.46% | No change | 453,957 | $21.8M |
| Wells Fargo & Company | 0.01% | Reduce -58.2% | 404,648 | $19.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.5% | 292,553 | $13.9M |
| Parcion Private Wealth LLC | 1.22% | Reduce -3.3% | 292,055 | $13.9M |
| Bailard, Inc. | 0.37% | Reduce -0.8% | 282,411 | $13.4M |
| Bank of America Corp. | 0.00% | Add +11.4% | 274,681 | $13.0M |
| Stratos Wealth Partners, LTD. | 0.22% | New | 273,091 | $13.0M |
| UBS Group AG | 0.00% | Reduce -3.0% | 272,165 | $12.9M |
| Morgan Stanley | 0.00% | Add +6.7% | 240,510 | $11.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.15% | Add +16.5% | 197,770 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -35.9% | 192,385 | $9.1M |
| Wooster Corthell Wealth Management, Inc. | 2.09% | Add +2.4% | 191,895 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.1% | 188,721 | $9.0M |
| Heck Capital Advisors, LLC | 1.31% | Add +2.9% | 181,460 | $8.6M |
| Creative Planning | 0.01% | Reduce -6.0% | 175,667 | $8.3M |
| Ameritas Advisory Services, LLC | 0.32% | Add +15.7% | 161,443 | $7.7M |
| Colton Groome Financial Advisors, LLC | 3.01% | Add +6.8% | 157,472 | $7.5M |
| RKL Wealth Management LLC | 0.71% | Add +3.1% | 151,936 | $7.2M |
| Sterling Investment Advisors LLC | 4.08% | Add +3.3% | 146,724 | $7.0M |
| Integrated Advisors Network LLC | 0.30% | Reduce -29.0% | 124,696 | $5.9M |
| Cornerstone Advisors Asset Management, LLC | 2.00% | No change | 119,528 | $5.7M |
| Mercer Global Advisors Inc. | 0.02% | New | 117,409 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 85,800 | $4.1M |
| SeaBridge Investment Advisors LLC | 1.05% | Add +2.4% | 83,656 | $4.0M |
| LFA - Lugano Financial Advisors SA | 2.87% | Add +0.2% | 83,126 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.13% | Reduce -12.9% | 82,289 | $3.9M |
| Fonville Wealth Management LLC | 1.59% | Add +53.3% | 75,387 | $3.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +12.3% | 74,427 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -5.0% | 63,034 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.7% | 55,560 | $2.6M |
| Hanover Advisors Inc. | 1.05% | Add +17.9% | 52,789 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | New | 50,389 | $2.4M |
| Wrapmanager Inc. | 0.66% | Add +16.8% | 49,811 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.8% | 49,160 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +65.4% | 47,150 | $2.2M |
| Cambiar Investors LLC | 0.08% | Reduce -4.6% | 44,049 | $2.1M |
| Treynor Bancshares, Inc. | 1.20% | Add +5.0% | 43,402 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -8.1% | 42,994 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -61.8% | 41,609 | $2.0M |
| Sugarloaf Wealth Management, LLC | 0.39% | Add +8.7% | 39,952 | $1.9M |
| ESL Trust Services, LLC | 0.47% | Add +43.8% | 37,439 | $1.8M |
| Prudential PLC | 0.01% | Reduce -2.1% | 34,845 | $1.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +89.2% | 34,722 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.67% | Reduce -28.5% | 25,713 | $1.2M |
| Cynosure Group, LLC | 0.21% | No change | 25,081 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -9.6% | 24,786 | $1.2M |
| Glen Eagle Advisors, LLC | 0.22% | Add +4.0% | 24,779 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.7% | 23,336 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.51% | Reduce -4.5% | 21,967 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.5% | 21,716 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.2% | 21,214 | $1.0M |
| Dynamic Wealth Strategies, LLC | 0.83% | Reduce -2.5% | 20,350 | $966K |
| Brookstone Capital Management | 0.02% | Reduce -2.7% | 19,756 | $938K |
| Meitav Investment House Ltd. | 0.02% | Reduce -4.8% | 19,442 | $922K |
| Jane Street Group, LLC | 0.00% | New | 19,136 | $909K |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 18,297 | $869K |
| Sunflower Bank, N.A. | 0.17% | No change | 15,900 | $755K |
| Kelly Financial Services LLC | 0.28% | Add +588.6% | 15,322 | $727K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.0% | 13,846 | $657K |
| Financial Life Advisors | 0.27% | Reduce -62.6% | 13,442 | $638K |
| Petra Financial Advisors Inc. | 0.46% | Add +13.6% | 13,152 | $624K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.2% | 12,863 | $611K |
| Stratos Investment Management, LLC | 0.05% | Reduce -97.5% | 11,852 | $563K |
| Bokf, NA | 0.01% | No change | 11,895 | $559K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.5% | 10,588 | $503K |
| Montecito Bank & Trust | 0.10% | New | 10,363 | $492K |
| AMG National Trust Bank | 0.01% | Reduce -2.4% | 10,350 | $491K |
| Advisor Resource Council | 0.21% | Reduce -89.7% | 10,202 | $491K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,000 | $475K |
| GEM Asset Management, LLC | 0.30% | Add +24.0% | 9,820 | $453K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -35.0% | 9,049 | $430K |
| Pinnacle Financial Partners Inc | 0.01% | Add +7.2% | 8,159 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +25.7% | 7,945 | $377K |
| Meadow Creek Wealth Advisors LLC | 0.26% | Reduce -0.5% | 7,737 | $367K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,530 | $358K |
| MML Investors Services, LLC | 0.00% | Reduce -15.0% | 7,467 | $355K |
| Kathleen S. Wright Associates Inc. | 0.15% | Reduce -6.2% | 6,898 | $328K |
| Transatlantique Private Wealth LLC | 0.13% | No change | 6,358 | $302K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,117 | $290K |
| Simplicity Wealth,LLC | 0.01% | New | 6,022 | $286K |
| Fortune Financial Advisors, LLC | 0.17% | Reduce -5.4% | 5,645 | $268K |
| Summit X, LLC | 0.07% | Reduce -49.7% | 5,433 | $258K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 5,389 | $256K |
| Stephens Inc. | 0.00% | No change | 5,261 | $250K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -0.9% | 5,110 | $243K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 5,089 | $242K |
| HSBC Holdings PLC | 0.00% | Reduce -20.9% | 4,541 | $216K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.2% | 4,534 | $215K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.9% | 3,582 | $168K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.4% | 2,905 | $138K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 2,824 | $134K |
| Tucker Asset Management LLC | 0.03% | New | 2,677 | $127K |
| Lowe Wealth Advisors, LLC | 0.05% | Add +2.1% | 2,415 | $115K |
| FMR LLC | 0.00% | Reduce -15.6% | 1,942 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -4.4% | 1,941 | $92K |
| US Bancorp \de | 0.00% | Add +72.9% | 1,314 | $62K |
| Qube Research & Technologies Ltd | 0.00% | No change | 1,242 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12000.0% | 1,089 | $52K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,039 | $49K |
| Woodmont Investment Counsel LLC | 0.00% | New | 905 | $43K |
| Y.D. More Investments Ltd | 0.01% | No change | 627 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 502 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 465 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 463 | $22K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $21K |
| Blair William & Co. | 0.00% | No change | 304 | $14K |
| BlackRock Inc. | 0.00% | Reduce -38.5% | 288 | $14K |
| VitalStone Financial, LLC | 0.01% | Reduce -2.7% | 255 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 237 | $11K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 221 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 200 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 190 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 127 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 104 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 87 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 74 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 53 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| Blue Trust, Inc. | 0.00% | New | 25 | $1K |
| Cwm, LLC | 0.00% | No change | 19 | $1K |
"% 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.