iShares Aaa - A Rated CorporQLTAETF
13F holders, Q4 2024 (December 31)162holders +10
16new positions
13sold out
1famous investor
$46.74avg. 13F price*
At the end of Q4 2024, 162 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 10 from Q3 2024. 16 opened new positions and 13 sold out. The largest holders were FMR LLC ($178.4M), Annex Advisory Services, LLC ($113.0M) and Composition Wealth, LLC ($75.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $168.3M |
| Exits | 13 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 7,944,485 shares bought and 1,538,571 shares sold, net +6,405,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| FMR LLC | 0.01% | Add +146.2% | 3,813,483 | $178.4M |
| Annex Advisory Services, LLC | 3.41% | New | 2,415,882 | $113.0M |
| Composition Wealth, LLC | 1.54% | Add +0.9% | 1,621,534 | $75.9M |
| LPL Financial LLC | 0.03% | Add +24.6% | 1,509,822 | $70.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +27.3% | 1,319,689 | $61.7M |
| Bank of America Corp. | 0.01% | Add +7.7% | 1,225,146 | $57.3M |
| MAI Capital Management | 0.29% | New | 831,436 | $38.9M |
| HighTower Advisors, LLC | 0.05% | Add +7.7% | 766,344 | $35.9M |
| Madison Asset Management, LLC | 0.38% | Add +51.4% | 718,296 | $33.6M |
| Madison Investment Advisors, LLC | 0.38% | — | 718,296 | $33.6M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 670,681 | $31.4M |
| Morgan Stanley | 0.00% | Add +23.8% | 658,303 | $30.8M |
| Cetera Investment Advisers | 0.05% | Reduce -3.4% | 560,322 | $26.2M |
| Bailard, Inc. | 0.55% | Reduce -2.8% | 458,303 | $21.4M |
| Raymond James Financial Inc. | 0.01% | — | 450,242 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +22.8% | 432,904 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +23.4% | 404,133 | $18.9M |
| UBS Group AG | 0.00% | Reduce -3.4% | 326,972 | $15.3M |
| Pacific Wealth Management | 7.80% | Reduce -38.6% | 314,927 | $14.7M |
| Parcion Private Wealth LLC | 1.08% | Add +1.5% | 301,430 | $14.1M |
| Assetmark, Inc. | 0.04% | Add +14.7% | 280,311 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 279,337 | $13.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Add +51.1% | 251,199 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 197,641 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 184,683 | $8.6M |
| Wooster Corthell Wealth Management, Inc. | 1.80% | Add +7.1% | 177,197 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +30.6% | 175,169 | $8.2M |
| Creative Planning | 0.01% | Reduce -1.1% | 167,377 | $7.8M |
| Fonville Wealth Management LLC | 2.58% | Add +15.9% | 166,910 | $7.8M |
| Sterling Investment Advisors LLC | 4.31% | Add +2.7% | 157,518 | $7.4M |
| Milestone Asset Management, LLC | 1.58% | New | 152,967 | $7.2M |
| Integrated Wealth Concepts LLC | 0.08% | Add +17.0% | 143,828 | $6.7M |
| Colton Groome Financial Advisors, LLC | 2.52% | Reduce -8.8% | 140,983 | $6.6M |
| Kelly Financial Services LLC | 2.36% | Add +52.0% | 140,085 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +154.3% | 131,772 | $6.2M |
| Cornerstone Advisors Asset Management, LLC | 1.33% | No change | 131,333 | $6.1M |
| Heck Capital Advisors, LLC | 0.70% | Reduce -31.3% | 130,626 | $6.1M |
| RKL Wealth Management LLC | 0.49% | Reduce -23.9% | 117,362 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +47.9% | 116,709 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +165.5% | 99,480 | $4.7M |
| NorthCrest Asset Manangement, LLC | 0.13% | Add +6.6% | 89,706 | $4.2M |
| Climber Capital SA | 3.34% | — | 111,164 | $4.1M |
| Citadel Advisors | 0.00% | Add +65.6% | 86,574 | $4.1M |
| LFA - Lugano Financial Advisors SA | 2.54% | Reduce -6.7% | 83,015 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -7.0% | 75,484 | $3.5M |
| Jane Street Group, LLC | 0.01% | New | 74,486 | $3.5M |
| Integrated Advisors Network LLC | 0.17% | Reduce -40.0% | 74,337 | $3.5M |
| Wrapmanager Inc. | 0.88% | Add +6.9% | 73,212 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +26.3% | 72,802 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +12.9% | 68,276 | $3.2M |
| BlackRock, Inc. | 0.00% | Reduce -30.5% | 67,707 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -42.8% | 67,331 | $3.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -22.1% | 66,836 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -23.0% | 57,186 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +10.2% | 61,870 | $2.7M |
| Eastern Bank | 0.05% | Reduce -93.5% | 53,324 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -9.2% | 52,792 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +54.1% | 52,160 | $2.5M |
| Petra Financial Advisors Inc. | 1.61% | Add +1.7% | 50,543 | $2.4M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -54.0% | 47,608 | $2.2M |
| Sugarloaf Wealth Management, LLC | 0.42% | Reduce -3.8% | 47,560 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.98% | Add +13.7% | 44,519 | $2.1M |
| Treynor Bancshares, Inc. | 2.04% | Add +32.3% | 41,262 | $1.9M |
| Cushing Capital Partners, LLC | 1.82% | — | 40,323 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.37% | Reduce -4.4% | 37,941 | $1.8M |
| JB Capital LLC | 0.10% | Add +30.8% | 37,619 | $1.8M |
| ESL Trust Services, LLC | 0.39% | Reduce -0.9% | 37,490 | $1.8M |
| Hanover Advisors Inc. | 0.72% | Reduce -7.3% | 36,627 | $1.7M |
| Cornerstone Financial Group, LLC | 1.62% | — | 35,246 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +0.2% | 35,179 | $1.6M |
| Glen Eagle Advisors, LLC | 0.27% | Add +16.4% | 34,148 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +52.1% | 31,824 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.36% | Reduce -43.1% | 31,309 | $1.5M |
| Compound Planning, Inc. | 0.07% | New | 29,192 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.5% | 26,854 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 24,458 | $1.1M |
| Prudential PLC | 0.01% | Reduce -38.9% | 23,505 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 21,640 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.47% | Add +0.1% | 21,577 | $1.0M |
| Invst, LLC | 0.12% | Add +20.7% | 21,101 | $987K |
| Dynamic Wealth Strategies, LLC | 0.86% | Add +2.8% | 20,762 | $971K |
| Icon Wealth Advisors, LLC | 0.08% | Add +19.1% | 20,606 | $964K |
| High Falls Advisors, Inc | 0.21% | Add +10.6% | 19,061 | $892K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +281.9% | 18,570 | $869K |
| Meitav Investment House Ltd. | 0.01% | Reduce -2.5% | 18,141 | $848K |
| Sunflower Bank, N.A. | 0.21% | No change | 15,900 | $744K |
| Triad Wealth Partners, LLC | 0.27% | New | 15,848 | $742K |
| Signal Advisors Wealth, LLC | 0.08% | Add +73.9% | 14,383 | $673K |
| Snowden Capital Advisors LLC | 0.02% | No change | 13,846 | $648K |
| Summit X, LLC | 0.14% | Reduce -7.5% | 13,639 | $638K |
| Cambiar Investors LLC | 0.03% | Add +0.5% | 13,572 | $635K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 12,863 | $602K |
| Beacon Financial Group | 0.06% | New | 12,230 | $572K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.3% | 12,074 | $565K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +18.3% | 12,074 | $565K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -57.1% | 12,036 | $563K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +24.4% | 11,981 | $561K |
| Bokf, NA | 0.01% | No change | 11,895 | $551K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.4% | 11,016 | $515K |
| NewEdge Advisors, LLC | 0.00% | Add +42.9% | 10,751 | $503K |
| Running Point Capital Advisors, LLC | 0.17% | Add +89.0% | 10,554 | $494K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 10,425 | $488K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,000 | $468K |
| Montecito Bank & Trust | 0.08% | Reduce -4.0% | 9,948 | $465K |
| AMG National Trust Bank | 0.01% | Reduce -4.8% | 9,850 | $461K |
| Maripau Wealth Management LLC | 0.27% | New | 9,761 | $457K |
| Jones Financial Companies LLLP | 0.00% | Add +112.2% | 8,307 | $389K |
| SigFig Wealth Management, LLC | 0.01% | Add +62.5% | 8,146 | $382K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,159 | $382K |
| Consultiva Wealth Management, Corp. | 1.88% | No change | 7,997 | $374K |
| Keybank National Association | 0.00% | New | 7,742 | $362K |
| Meadow Creek Wealth Advisors LLC | 0.26% | No change | 7,667 | $359K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +98.4% | 7,648 | $358K |
| World Investment Advisors | 0.01% | Add +44.1% | 7,150 | $335K |
| Cerro Pacific Wealth Advisors LLC | 0.11% | No change | 6,696 | $329K |
| Keystone Financial Group | 0.03% | Add +41.5% | 7,007 | $328K |
| Synergy Investment Management, LLC | 0.14% | — | 6,782 | $317K |
| Fortis Advisors, LLC | 0.19% | New | 6,290 | $294K |
| Kathleen S. Wright Associates Inc. | 0.12% | Reduce -0.5% | 6,100 | $285K |
| Claro Advisors Inc. | 0.04% | Reduce -4.2% | 5,776 | $270K |
| Fortune Financial Advisors, LLC | 0.24% | Reduce -1.9% | 5,546 | $260K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.3% | 5,442 | $255K |
| Acorn Wealth Advisors, LLC | 0.10% | No change | 5,095 | $238K |
| West Wealth Group, LLC | 0.07% | Add +0.2% | 4,935 | $231K |
| Detalus Advisors, LLC | 0.07% | New | 4,731 | $221K |
| Argyle Capital Partners, LLC | 0.19% | — | 4,653 | $218K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,518 | $211K |
| Camden National Bank | 0.03% | New | 4,488 | $210K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.8% | 4,409 | $206K |
| Lord & Richards Wealth Management, LLC | 0.43% | — | 4,369 | $204K |
| LGT Financial Advisors LLC | 0.34% | Reduce -6.4% | 3,330 | $156K |
| Colonial Trust Co / SC | 0.02% | No change | 3,127 | $146K |
| Private Trust Co. NA | 0.01% | Add +8.8% | 2,676 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +107.9% | 2,615 | $122K |
| Comerica Bank | 0.00% | Add +88.5% | 2,550 | $119K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +279.7% | 2,434 | $114K |
| Centennial Bank | 0.05% | New | 2,194 | $103K |
| Global Retirement Partners, LLC | 0.00% | Add +18.7% | 2,053 | $96K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.1% | 2,053 | $96K |
| ORG Partners LLC | 0.01% | Add +9.3% | 1,781 | $83K |
| PSI Advisors, LLC | 0.02% | Add +744.1% | 1,705 | $80K |
| NBT Bank, N.A. | 0.01% | Reduce -3.7% | 1,570 | $73K |
| Harbour Investments, Inc. | 0.00% | Add +712.5% | 975 | $46K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.8% | 769 | $36K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -57.1% | 765 | $36K |
| Y.D. More Investments Ltd | 0.00% | No change | 627 | $29K |
| US Bancorp \de | 0.00% | Reduce -7.7% | 600 | $28K |
| Sunbelt Securities, Inc. | 0.00% | No change | 465 | $22K |
| Golden State Wealth Management, LLC | 0.00% | — | 310 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 300 | $14K |
| Transce3nd, LLC | 0.00% | — | 240 | $11K |
| Franklin Resources Inc. | 0.00% | No change | 128 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 127 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.6% | 108 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 104 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 87 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 87 | $4K |
| Blair William & Co. | 0.00% | Reduce -69.4% | 67 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 67 | $3K |
| Bellwether Advisors, LLC | 0.00% | New | 58 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| 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.