iShares Aaa - A Rated CorporQLTAETF
13F holders, Q2 2024 (June 30)131holders +6
16new positions
11sold out
$46.82avg. 13F price*
At the end of Q2 2024, 131 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 6 from Q1 2024. 16 opened new positions and 11 sold out. The largest holders were Composition Wealth, LLC ($71.5M), Madison Asset Management, LLC ($48.6M) and Eastern Bank ($37.9M).
- Company
- iShares Aaa - A Rated Corpor
- CUSIP
- 46429B291
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $14.2M |
| Exits | 11 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,344,582 shares bought and 204,269 shares sold, net +1,140,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Composition Wealth, LLC | 1.74% | Add +12.1% | 1,525,771 | $71.5M |
| Madison Asset Management, LLC | 0.60% | Add +9.1% | 1,036,871 | $48.6M |
| Eastern Bank | 1.53% | Add +2.0% | 808,193 | $37.9M |
| LPL Financial LLC | 0.02% | Reduce -1.0% | 771,213 | $36.1M |
| HighTower Advisors, LLC | 0.05% | Add +10.4% | 651,727 | $30.5M |
| Pacific Wealth Management | 11.75% | Add +8.5% | 492,618 | $23.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 404,286 | $18.9M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +21.4% | 331,634 | $15.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +2.8% | 300,757 | $14.1M |
| Parcion Private Wealth LLC | 1.27% | Add +1.5% | 296,552 | $13.9M |
| Bank of America Corp. | 0.00% | Add +7.7% | 295,783 | $13.9M |
| Bailard, Inc. | 0.37% | Add +2.0% | 287,946 | $13.5M |
| UBS Group AG | 0.00% | Reduce -8.0% | 250,349 | $11.7M |
| Morgan Stanley | 0.00% | Add +2.8% | 247,204 | $11.6M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 223,084 | $10.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Add +8.8% | 215,189 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 203,301 | $9.5M |
| Wooster Corthell Wealth Management, Inc. | 2.06% | Add +1.0% | 193,882 | $9.1M |
| Heck Capital Advisors, LLC | 1.06% | Add +0.7% | 182,783 | $8.6M |
| Creative Planning | 0.01% | Reduce -4.4% | 167,994 | $7.9M |
| Colton Groome Financial Advisors, LLC | 2.91% | Add +0.1% | 157,621 | $7.4M |
| RKL Wealth Management LLC | 0.71% | Add +3.1% | 156,658 | $7.3M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -3.9% | 155,232 | $7.3M |
| Cetera Investment Advisers | 0.02% | Add +143.1% | 153,217 | $7.2M |
| Sterling Investment Advisors LLC | 4.12% | Reduce -1.9% | 143,969 | $6.7M |
| Cornerstone Advisors Asset Management, LLC | 1.74% | Add +9.9% | 131,333 | $6.2M |
| Integrated Advisors Network LLC | 0.30% | Reduce -0.4% | 124,169 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.23% | New | 118,560 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.1% | 117,514 | $5.5M |
| Integrated Wealth Concepts LLC | 0.07% | Add +51.7% | 112,893 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +100.4% | 111,342 | $5.2M |
| Fonville Wealth Management LLC | 1.89% | Add +34.7% | 101,573 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +88.7% | 88,970 | $4.2M |
| SeaBridge Investment Advisors LLC | 1.06% | Add +4.1% | 87,050 | $4.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 85,800 | $4.0M |
| NorthCrest Asset Manangement, LLC | 0.13% | Add +3.1% | 84,813 | $4.0M |
| LFA - Lugano Financial Advisors SA | 3.01% | Add +1.4% | 84,289 | $3.9M |
| Kelly Financial Services LLC | 1.09% | Add +323.7% | 64,925 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +18.5% | 59,733 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +38.9% | 57,785 | $2.7M |
| CreativeOne Wealth, LLC | 0.13% | Add +62.2% | 56,309 | $2.6M |
| Wrapmanager Inc. | 0.71% | Add +9.9% | 54,761 | $2.6M |
| ShoreHaven Wealth Partners, LLC | 1.21% | Add +90.8% | 49,071 | $2.3M |
| Sugarloaf Wealth Management, LLC | 0.41% | Add +21.4% | 48,518 | $2.3M |
| AE Wealth Management LLC | 0.02% | New | 46,082 | $2.2M |
| Cambiar Investors LLC | 0.08% | No change | 44,049 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +99.5% | 43,312 | $2.0M |
| Hanover Advisors Inc. | 0.88% | Reduce -19.9% | 42,271 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -9.5% | 38,909 | $1.8M |
| Prudential PLC | 0.01% | Add +11.3% | 38,795 | $1.8M |
| ESL Trust Services, LLC | 0.43% | Add +1.3% | 37,940 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 31,535 | $1.5M |
| Bank of Montreal | 0.00% | New | 29,900 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -41.4% | 28,813 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +240.4% | 27,043 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.26% | Add +170.1% | 24,445 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -6.1% | 23,284 | $1.1M |
| Glen Eagle Advisors, LLC | 0.20% | Reduce -7.2% | 22,997 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 22,966 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.4% | 22,777 | $1.1M |
| Treynor Bancshares, Inc. | 1.10% | Reduce -48.5% | 22,351 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.49% | Reduce -0.0% | 21,963 | $1.0M |
| Icon Wealth Advisors, LLC | 0.09% | New | 20,840 | $997K |
| Susquehanna International Group, LLP | 0.00% | New | 19,801 | $928K |
| Dynamic Wealth Strategies, LLC | 0.80% | Reduce -2.8% | 19,772 | $927K |
| Meitav Investment House Ltd. | 0.02% | Reduce -2.5% | 18,963 | $887K |
| Old Mission Capital LLC | 0.02% | New | 18,475 | $866K |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 18,107 | $849K |
| Sunflower Bank, N.A. | 0.18% | No change | 15,900 | $745K |
| Summit X, LLC | 0.17% | Add +191.1% | 15,817 | $742K |
| Snowden Capital Advisors LLC | 0.02% | No change | 13,846 | $649K |
| Petra Financial Advisors Inc. | 0.44% | Reduce -0.1% | 13,146 | $616K |
| Financial Life Advisors | 0.25% | Reduce -3.7% | 12,947 | $607K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 12,863 | $603K |
| MML Investors Services, LLC | 0.00% | Add +66.1% | 12,403 | $581K |
| Bokf, NA | 0.01% | No change | 11,895 | $557K |
| Jane Street Group, LLC | 0.00% | Reduce -39.0% | 11,666 | $547K |
| OneDigital Investment Advisors LLC | 0.01% | New | 11,560 | $542K |
| AMG National Trust Bank | 0.01% | Add +4.8% | 10,850 | $508K |
| Montecito Bank & Trust | 0.10% | No change | 10,363 | $486K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.9% | 10,178 | $477K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,000 | $469K |
| Squarepoint Ops LLC | 0.00% | New | 9,916 | $465K |
| GEM Asset Management, LLC | 0.29% | No change | 9,820 | $460K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,159 | $382K |
| Meadow Creek Wealth Advisors LLC | 0.34% | Reduce -0.3% | 7,717 | $362K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,530 | $353K |
| HRT Financial LP | 0.00% | New | 7,263 | $340K |
| Simplicity Wealth,LLC | 0.01% | Add +19.3% | 7,181 | $337K |
| Cerro Pacific Wealth Advisors LLC | 0.12% | — | 6,696 | $314K |
| Transatlantique Private Wealth LLC | 0.12% | No change | 6,358 | $298K |
| Maripau Wealth Management LLC | 0.20% | New | 6,146 | $288K |
| Kathleen S. Wright Associates Inc. | 0.13% | Reduce -11.1% | 6,133 | $287K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 6,131 | $287K |
| Fortune Financial Advisors, LLC | 0.16% | Add +0.1% | 5,650 | $265K |
| Truist Financial Corp. | 0.00% | Add +0.9% | 5,438 | $255K |
| Stephens Inc. | 0.00% | No change | 5,261 | $247K |
| West Wealth Group, LLC | 0.09% | New | 5,199 | $244K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -1.3% | 5,045 | $236K |
| Claro Advisors Inc. | 0.04% | New | 4,989 | $234K |
| Running Point Capital Advisors, LLC | 0.09% | Reduce -8.4% | 4,663 | $219K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.6% | 3,417 | $160K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +15.2% | 3,254 | $152K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -9.5% | 2,185 | $102K |
| International Assets Investment Management, LLC | 0.01% | New | 1,960 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -0.6% | 1,930 | $90K |
| ORG Partners LLC | 0.01% | New | 1,731 | $80K |
| Jones Financial Companies LLLP | 0.00% | Add +207.6% | 1,544 | $72K |
| BlackRock Inc. | 0.00% | Add +284.4% | 1,107 | $52K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.8% | 1,080 | $51K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,039 | $49K |
| FMR LLC | 0.00% | Reduce -52.3% | 927 | $43K |
| Blair William & Co. | 0.00% | Add +142.1% | 736 | $34K |
| US Bancorp \de | 0.00% | Reduce -50.5% | 650 | $30K |
| Y.D. More Investments Ltd | 0.00% | No change | 627 | $29K |
| Sunbelt Securities, Inc. | 0.00% | No change | 465 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 463 | $22K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -33.3% | 300 | $14K |
| Liberty Wealth Management LLC | 0.00% | New | 12,418 | $12K |
| VitalStone Financial, LLC | 0.01% | Reduce -9.0% | 232 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -94.2% | 208 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 190 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.5% | 131 | $6K |
| 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% | Add +1.4% | 75 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 53 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 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.