iShares Aaa - A Rated CorporQLTAETF
13F holders, Q1 2025 (March 31)178holders +16
33new positions
12sold out
$47.46avg. 13F price*
At the end of Q1 2025, 178 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 16 from Q4 2024. 33 opened new positions and 12 sold out. The largest holders were FMR LLC ($176.9M), Envestnet Asset Management Inc. ($100.6M) and Bank of America Corp. ($81.7M).
- Company
- iShares Aaa - A Rated Corpor
- CUSIP
- 46429B291
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $27.3M |
| Exits | 12 | $16.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,822,831 shares bought and 4,306,545 shares sold, net +516,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| FMR LLC | 0.01% | Reduce -2.4% | 3,721,818 | $176.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +60.4% | 2,116,247 | $100.6M |
| Bank of America Corp. | 0.01% | Add +40.2% | 1,717,867 | $81.7M |
| Composition Wealth, LLC | 1.60% | Add +3.3% | 1,675,092 | $79.6M |
| LPL Financial LLC | 0.03% | Add +10.6% | 1,670,175 | $79.4M |
| Assetmark, Inc. | 0.19% | Add +424.7% | 1,470,783 | $69.9M |
| Morgan Stanley | 0.00% | Add +35.1% | 889,293 | $42.3M |
| MAI Capital Management | 0.32% | Add +5.6% | 878,221 | $41.7M |
| HighTower Advisors, LLC | 0.05% | Add +8.0% | 827,593 | $39.3M |
| Cetera Investment Advisers | 0.06% | Add +13.1% | 633,796 | $30.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +40.5% | 608,108 | $28.9M |
| Wells Fargo & Company | 0.01% | Reduce -10.0% | 603,338 | $28.7M |
| Vestmark Advisory Solutions, Inc. | 0.50% | Add +0.1% | 404,420 | $19.2M |
| UBS Group AG | 0.00% | Add +13.3% | 370,308 | $17.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -20.7% | 356,867 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +72.3% | 340,621 | $16.2M |
| Pacific Wealth Management | 8.33% | Add +1.2% | 318,748 | $15.2M |
| Parcion Private Wealth LLC | 1.20% | Add +2.7% | 309,567 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 301,824 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 302,056 | $14.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Reduce -0.1% | 250,895 | $11.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +41.5% | 247,777 | $11.8M |
| Kelly Financial Services LLC | 3.55% | Add +53.5% | 215,045 | $10.2M |
| MML Investors Services, LLC | 0.03% | Add +62.8% | 189,996 | $9.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 182,872 | $8.7M |
| Fonville Wealth Management LLC | 2.47% | Add +5.7% | 176,376 | $8.4M |
| Wooster Corthell Wealth Management, Inc. | 1.71% | Reduce -0.7% | 176,027 | $8.4M |
| Sterling Investment Advisors LLC | 4.44% | Add +5.4% | 166,028 | $7.9M |
| Madison Asset Management, LLC | 0.09% | Reduce -77.1% | 164,426 | $7.8M |
| Creative Planning | 0.01% | Reduce -2.3% | 163,588 | $7.8M |
| Colton Groome Financial Advisors, LLC | 2.57% | Reduce -0.8% | 139,823 | $6.6M |
| Cornerstone Advisors Asset Management, LLC | 1.28% | Add +0.4% | 131,845 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -17.3% | 118,935 | $5.7M |
| Heck Capital Advisors, LLC | 0.58% | Reduce -17.5% | 107,710 | $5.1M |
| Park Avenue Securities LLC | 0.06% | Add +46.7% | 106,803 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.0% | 106,732 | $5.1M |
| CreativeOne Wealth, LLC | 0.15% | Add +53.7% | 104,915 | $5.0M |
| RKL Wealth Management LLC | 0.44% | Reduce -16.3% | 98,290 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +28.8% | 97,184 | $4.6M |
| Integrated Advisors Network LLC | 0.21% | Add +17.6% | 87,383 | $4.2M |
| Wrapmanager Inc. | 1.07% | Add +17.4% | 85,914 | $4.1M |
| ShoreHaven Wealth Partners, LLC | 1.93% | Add +90.2% | 84,688 | $4.0M |
| LFA - Lugano Financial Advisors SA | 2.64% | Reduce -1.5% | 81,746 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -11.0% | 79,816 | $3.8M |
| JB Capital LLC | 0.20% | Add +104.8% | 77,025 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +21.6% | 75,259 | $3.6M |
| Climber Capital SA | 2.79% | Reduce -0.5% | 110,654 | $3.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 66,836 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -34.2% | 65,422 | $3.1M |
| SeaBridge Investment Advisors LLC | 0.66% | Add +69.5% | 64,292 | $3.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +80.6% | 57,473 | $2.7M |
| Petra Financial Advisors Inc. | 2.13% | Add +8.1% | 54,643 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.2% | 53,822 | $2.6M |
| Glen Eagle Advisors, LLC | 0.41% | Add +54.2% | 52,664 | $2.5M |
| Quadrant Private Wealth Management, LLC | 0.62% | Add +67.3% | 52,389 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -5.7% | 49,810 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -26.3% | 49,605 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 46,552 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +27.0% | 44,670 | $2.1M |
| Triad Wealth Partners, LLC | 0.64% | Add +174.8% | 43,553 | $2.1M |
| Cornerstone Financial Group, LLC | 1.70% | Add +14.5% | 40,364 | $1.9M |
| Beacon Financial Group | 0.20% | Add +210.8% | 38,014 | $1.8M |
| BlackRock, Inc. | 0.00% | Reduce -44.4% | 37,676 | $1.8M |
| Advisor Resource Council | 0.14% | New | 36,760 | $1.7M |
| ESL Trust Services, LLC | 0.38% | Reduce -4.7% | 35,739 | $1.7M |
| Hanover Advisors Inc. | 0.73% | Reduce -3.7% | 35,277 | $1.7M |
| Invst, LLC | 0.23% | Add +64.5% | 34,722 | $1.7M |
| Eastern Bank | 0.03% | Reduce -35.8% | 34,238 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.4% | 31,248 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | Add +47.2% | 30,330 | $1.4M |
| Bailard, Inc. | 0.04% | Reduce -93.8% | 28,491 | $1.4M |
| Cushing Capital Partners, LLC | 1.19% | Reduce -31.1% | 27,780 | $1.3M |
| Annex Advisory Services, LLC | 0.04% | Reduce -98.9% | 26,638 | $1.3M |
| Compound Planning, Inc. | 0.05% | Reduce -20.3% | 23,280 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -51.2% | 23,254 | $1.1M |
| Signet Financial Management, LLC | 0.15% | New | 23,131 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +111.5% | 22,735 | $1.1M |
| Prudential PLC | 0.01% | Reduce -3.7% | 22,645 | $1.1M |
| High Falls Advisors, Inc | 0.25% | Add +17.7% | 22,439 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +81.0% | 21,855 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +81.0% | 21,855 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -70.9% | 21,650 | $1.0M |
| Dynamic Wealth Strategies, LLC | 0.85% | Add +3.3% | 21,447 | $1.0M |
| Summit X, LLC | 0.21% | Add +56.0% | 21,274 | $1.0M |
| Avantra Family Wealth, Inc. | 0.96% | New | 21,157 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.46% | Reduce -5.7% | 20,346 | $967K |
| World Investment Advisors | 0.02% | Add +166.8% | 19,077 | $907K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 18,810 | $894K |
| Stifel Financial Corp. | 0.00% | Reduce -19.0% | 17,532 | $833K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +45.0% | 17,367 | $825K |
| Cambiar Investors LLC | 0.03% | Add +20.9% | 16,408 | $780K |
| Sunflower Bank, N.A. | 0.21% | No change | 15,900 | $756K |
| Signal Advisors Wealth, LLC | 0.07% | Add +3.3% | 14,857 | $706K |
| Simplicity Wealth,LLC | 0.05% | New | 14,358 | $682K |
| Meitav Investment House Ltd. | 0.01% | Reduce -22.9% | 13,984 | $663K |
| Dohj, LLC | 0.15% | New | 13,683 | $650K |
| SigFig Wealth Management, LLC | 0.02% | Add +66.4% | 13,556 | $643K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +2.4% | 13,175 | $626K |
| Ascent Group, LLC | 0.03% | New | 13,082 | $622K |
| Csenge Advisory Group | 0.04% | New | 13,227 | $621K |
| Keystone Financial Group | 0.06% | Add +76.5% | 12,368 | $588K |
| Bokf, NA | 0.01% | No change | 11,895 | $565K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 10,354 | $492K |
| Running Point Capital Advisors, LLC | 0.15% | Reduce -3.9% | 10,144 | $482K |
| Montecito Bank & Trust | 0.08% | Add +1.4% | 10,084 | $479K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,000 | $476K |
| Maripau Wealth Management LLC | 0.27% | Add +2.1% | 9,968 | $474K |
| Old Mission Capital LLC | 0.01% | New | 9,898 | $470K |
| AMG National Trust Bank | 0.01% | No change | 9,850 | $468K |
| Claro Advisors Inc. | 0.06% | Add +67.4% | 9,671 | $460K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -19.8% | 9,656 | $459K |
| Synergy Investment Management, LLC | 0.18% | Add +37.5% | 9,322 | $443K |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 8,915 | $423K |
| Tennessee Valley Asset Management Partners | 0.07% | New | 8,581 | $408K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,159 | $388K |
| Consultiva Wealth Management, Corp. | 1.31% | No change | 7,997 | $380K |
| West Wealth Group, LLC | 0.11% | Add +61.2% | 7,954 | $378K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -43.3% | 7,846 | $373K |
| Detalus Advisors, LLC | 0.12% | Add +63.9% | 7,753 | $369K |
| Guggenheim Capital LLC | 0.00% | New | 7,655 | $364K |
| Meadow Creek Wealth Advisors LLC | 0.27% | Reduce -0.6% | 7,625 | $362K |
| Aptus Capital Advisors, LLC | 0.00% | Add +169.5% | 7,048 | $335K |
| Fortis Advisors, LLC | 0.21% | Add +6.6% | 6,703 | $319K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | No change | 6,696 | $313K |
| Oregon Pacific Wealth Management, LLC | 0.30% | New | 6,415 | $305K |
| Keebeck Wealth Management | 0.04% | New | 6,125 | $291K |
| Kathleen S. Wright Associates Inc. | 0.12% | No change | 6,100 | $290K |
| Algorithmic Investment Models, LLC | 0.21% | New | 6,060 | $288K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.0% | 5,771 | $274K |
| Lockerman Financial Group, Inc. | 0.41% | New | 5,734 | $273K |
| Private Advisor Group, LLC | 0.00% | New | 5,732 | $272K |
| Leuthold Group, LLC | 0.03% | New | 5,485 | $261K |
| Security Financial Services, INC. | 0.05% | New | 5,474 | $260K |
| Fortune Financial Advisors, LLC | 0.21% | Reduce -5.9% | 5,220 | $248K |
| Gateway Wealth Partners, LLC | 0.05% | New | 5,109 | $243K |
| LGT Financial Advisors LLC | 0.73% | Add +51.5% | 5,045 | $240K |
| Balboa Wealth Partners | 0.06% | New | 5,010 | $238K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -3.0% | 4,940 | $235K |
| IFG Advisory, LLC | 0.01% | New | 4,836 | $230K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.3% | 4,774 | $227K |
| Argyle Capital Partners, LLC | 0.19% | No change | 4,653 | $221K |
| Lord & Richards Wealth Management, LLC | 0.25% | Add +5.6% | 4,613 | $219K |
| Ignite Planners, LLC | 0.04% | New | 4,569 | $215K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,518 | $215K |
| Camden National Bank | 0.03% | Add +0.3% | 4,503 | $214K |
| Comerica Bank | 0.00% | Add +56.5% | 3,991 | $190K |
| Centennial Bank | 0.07% | Add +49.9% | 3,289 | $156K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +12.1% | 2,728 | $130K |
| Private Trust Co. NA | 0.01% | Add +0.9% | 2,699 | $128K |
| PSI Advisors, LLC | 0.04% | Add +58.1% | 2,695 | $128K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.9% | 2,503 | $119K |
| NBT Bank, N.A. | 0.01% | No change | 1,570 | $75K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | New | 1,147 | $55K |
| IFP Advisors, Inc | 0.00% | New | 1,060 | $50K |
| Y.D. More Investments Ltd | 0.00% | Add +52.3% | 955 | $45K |
| Lowe Wealth Advisors, LLC | 0.02% | Add +10.5% | 845 | $40K |
| Legacy Wealth Managment, LLC | 0.03% | New | 803 | $38K |
| Cornerstone Planning Group LLC | 0.01% | New | 715 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.2% | 698 | $33K |
| Golden State Wealth Management, LLC | 0.00% | Add +58.7% | 492 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 427 | $20K |
| Allworth Financial LP | 0.00% | New | 347 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 300 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | New | 251 | $12K |
| Transce3nd, LLC | 0.00% | Reduce -15.0% | 204 | $10K |
| Bogart Wealth, LLC | 0.00% | New | 174 | $8K |
| Park Square Financial Group, LLC | 0.00% | Add +49.4% | 130 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 128 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.6% | 121 | $6K |
| Rossby Financial, LCC | 0.00% | New | 120 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.9% | 117 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 108 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 104 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.0% | 65 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 58 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 39 | $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.