iShares Aaa - A Rated CorporQLTAETF
13F holders, Q3 2024 (September 30)152holders +21
34new positions
14sold out
1famous investor
$49.14avg. 13F price*
At the end of Q3 2024, 152 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 21 from Q2 2024. 34 opened new positions and 14 sold out. The largest holders were Composition Wealth, LLC ($79.0M), FMR LLC ($76.1M) and LPL Financial LLC ($59.6M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $29.1M |
| Exits | 14 | $5.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,861,902 shares bought and 1,247,559 shares sold, net +5,614,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Composition Wealth, LLC | 1.83% | Add +5.4% | 1,607,666 | $79.0M |
| FMR LLC | 0.00% | Add +166986.6% | 1,548,893 | $76.1M |
| LPL Financial LLC | 0.03% | Add +57.1% | 1,211,706 | $59.6M |
| Bank of America Corp. | 0.00% | Add +284.7% | 1,137,971 | $55.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +4413.8% | 1,036,647 | $51.0M |
| Eastern Bank | 0.72% | Add +1.3% | 818,424 | $40.2M |
| HighTower Advisors, LLC | 0.05% | Add +9.2% | 711,682 | $35.0M |
| Cetera Investment Advisers | 0.06% | Add +278.6% | 580,098 | $28.5M |
| Wells Fargo & Company | 0.01% | Add +33.8% | 541,066 | $26.6M |
| Morgan Stanley | 0.00% | Add +115.1% | 531,645 | $26.1M |
| Pacific Wealth Management | 11.73% | Add +4.2% | 513,195 | $25.2M |
| Madison Asset Management, LLC | 0.26% | Reduce -54.2% | 474,529 | $23.3M |
| Bailard, Inc. | 0.60% | Add +63.7% | 471,396 | $23.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +296.2% | 352,464 | $17.3M |
| UBS Group AG | 0.00% | Add +35.2% | 338,390 | $16.6M |
| Vestmark Advisory Solutions, Inc. | 0.60% | Add +176.3% | 327,603 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.6% | 317,646 | $15.6M |
| Parcion Private Wealth LLC | 1.21% | Add +0.2% | 297,062 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Add +21.3% | 246,569 | $12.1M |
| Assetmark, Inc. | 0.03% | New | 244,403 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Add +95.6% | 217,798 | $10.7M |
| Heck Capital Advisors, LLC | 1.08% | Add +4.0% | 190,149 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 186,766 | $9.2M |
| Creative Planning | 0.01% | Add +0.7% | 169,149 | $8.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Reduce -22.7% | 166,276 | $8.2M |
| Wooster Corthell Wealth Management, Inc. | 1.73% | Reduce -14.7% | 165,407 | $8.1M |
| Colton Groome Financial Advisors, LLC | 2.84% | Reduce -1.9% | 154,564 | $7.6M |
| RKL Wealth Management LLC | 0.69% | Reduce -1.6% | 154,234 | $7.6M |
| Sterling Investment Advisors LLC | 4.24% | Add +6.6% | 153,441 | $7.5M |
| Fonville Wealth Management LLC | 2.45% | Add +41.8% | 144,049 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +396.0% | 134,127 | $6.6M |
| Cornerstone Advisors Asset Management, LLC | 1.43% | No change | 131,333 | $6.5M |
| Integrated Advisors Network LLC | 0.29% | Reduce -0.3% | 123,791 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +8.9% | 122,929 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.1% | 117,614 | $5.8M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -33.4% | 103,443 | $5.1M |
| BlackRock, Inc. | 0.00% | — | 97,430 | $4.8M |
| Kelly Financial Services LLC | 1.66% | Add +42.0% | 92,191 | $4.5M |
| LFA - Lugano Financial Advisors SA | 2.97% | Add +5.6% | 88,972 | $4.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 85,800 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.13% | Reduce -0.7% | 84,182 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +35.8% | 81,142 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +536.1% | 78,896 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -77.6% | 74,246 | $3.6M |
| Wrapmanager Inc. | 0.87% | Add +25.1% | 68,508 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +7.4% | 60,474 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +0.6% | 58,130 | $2.9M |
| Park Avenue Securities LLC | 0.03% | New | 57,648 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +29.7% | 56,160 | $2.8M |
| Quadrant Private Wealth Management, LLC | 0.67% | Add +125.0% | 55,013 | $2.7M |
| Citadel Advisors | 0.00% | New | 52,286 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +79.8% | 51,819 | $2.5M |
| Petra Financial Advisors Inc. | 1.61% | Add +278.1% | 49,710 | $2.4M |
| Sugarloaf Wealth Management, LLC | 0.41% | Add +1.9% | 49,459 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.48% | Reduce -54.4% | 39,681 | $2.0M |
| Hanover Advisors Inc. | 0.82% | Reduce -6.5% | 39,509 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 0.93% | Reduce -20.2% | 39,163 | $1.9M |
| Prudential PLC | 0.01% | Reduce -0.9% | 38,455 | $1.9M |
| ESL Trust Services, LLC | 0.42% | Reduce -0.3% | 37,815 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +268.1% | 37,467 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -23.8% | 35,107 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.3% | 33,841 | $1.6M |
| Treynor Bancshares, Inc. | 1.57% | Add +39.5% | 31,189 | $1.5M |
| Glen Eagle Advisors, LLC | 0.24% | Add +27.5% | 29,325 | $1.4M |
| JB Capital LLC | 0.08% | New | 28,764 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -27.9% | 28,037 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.8% | 25,688 | $1.3M |
| Private Advisor Group, LLC | 0.01% | New | 23,345 | $1.1M |
| Old Mission Capital LLC | 0.02% | Add +22.5% | 22,640 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +21.4% | 21,985 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.47% | Reduce -1.9% | 21,549 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | New | 20,920 | $1.0M |
| Dynamic Wealth Strategies, LLC | 0.81% | Add +2.1% | 20,194 | $993K |
| Raymond James & Associates | 0.00% | Reduce -14.6% | 19,876 | $977K |
| Family Asset Management, LLC | 0.58% | New | 19,470 | $957K |
| Meitav Investment House Ltd. | 0.02% | Reduce -1.9% | 18,613 | $913K |
| Invst, LLC | 0.10% | New | 17,487 | $859K |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -17.0% | 17,306 | $851K |
| High Falls Advisors, Inc | 0.19% | New | 17,232 | $847K |
| Sunflower Bank, N.A. | 0.21% | No change | 15,900 | $781K |
| Summit X, LLC | 0.17% | Reduce -6.8% | 14,744 | $691K |
| Snowden Capital Advisors LLC | 0.02% | No change | 13,846 | $681K |
| Cambiar Investors LLC | 0.03% | Reduce -69.3% | 13,502 | $664K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 12,863 | $632K |
| Simplicity Wealth,LLC | 0.06% | Add +73.9% | 12,488 | $614K |
| Bokf, NA | 0.01% | No change | 11,895 | $581K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.5% | 10,574 | $520K |
| Montecito Bank & Trust | 0.09% | No change | 10,363 | $509K |
| AMG National Trust Bank | 0.01% | Reduce -4.6% | 10,350 | $509K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,205 | $502K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,205 | $502K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,000 | $477K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 9,632 | $473K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 8,717 | $428K |
| Advisor Resource Council | 0.19% | New | 8,672 | $426K |
| Signal Advisors Wealth, LLC | 0.06% | New | 8,271 | $407K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,159 | $401K |
| Consultiva Wealth Management, Corp. | 3.13% | New | 7,997 | $393K |
| Prudential Financial Inc. | 0.00% | New | 7,910 | $389K |
| Meadow Creek Wealth Advisors LLC | 0.30% | Reduce -0.7% | 7,667 | $377K |
"% 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.