iShares Aaa - A Rated CorporQLTAETF
13F holders, Q2 2025 (June 30)171holders −7
17new positions
24sold out
1famous investor
$47.78avg. 13F price*
At the end of Q2 2025, 171 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, down 7 from Q1 2025. 17 opened new positions and 24 sold out. The largest holders were FMR LLC ($173.9M), Envestnet Asset Management Inc. ($107.7M) and Composition Wealth, LLC ($85.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $19.3M |
| Exits | 24 | $24.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,113,105 shares bought and 2,095,320 shares sold, net +17,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| FMR LLC | 0.01% | Reduce -2.3% | 3,635,750 | $173.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.4% | 2,251,409 | $107.7M |
| Composition Wealth, LLC | 1.43% | Add +6.4% | 1,781,753 | $85.2M |
| Bank of America Corp. | 0.01% | Reduce -1.3% | 1,694,899 | $81.1M |
| LPL Financial LLC | 0.03% | Add +0.3% | 1,676,030 | $80.2M |
| Morgan Stanley | 0.00% | Add +7.9% | 959,617 | $45.9M |
| MAI Capital Management | 0.31% | Add +6.2% | 932,200 | $44.6M |
| HighTower Advisors, LLC | 0.05% | Add +9.0% | 902,048 | $43.2M |
| Vestmark Advisory Solutions, Inc. | 0.49% | Add +73.7% | 702,586 | $33.6M |
| Cetera Investment Advisers | 0.05% | Add +6.1% | 672,221 | $32.2M |
| Wells Fargo & Company | 0.01% | Add +7.0% | 645,412 | $30.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.9% | 619,443 | $29.6M |
| Compass Wealth Management, LLC | 12.47% | — | 486,835 | $23.3M |
| Ameriprise Financial Inc. | 0.00% | Add +36.6% | 412,430 | $19.7M |
| Assetmark, Inc. | 0.05% | Reduce -72.2% | 409,431 | $19.6M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 385,063 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 350,780 | $16.8M |
| UBS Group AG | 0.00% | Reduce -5.3% | 350,671 | $16.8M |
| Osaic Holdings, Inc. | 0.03% | Add +352.8% | 340,762 | $16.2M |
| Parcion Private Wealth LLC | 1.10% | Add +4.4% | 323,255 | $15.5M |
| Pacific Wealth Management | 7.53% | Add +0.1% | 318,911 | $15.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +20.6% | 298,880 | $14.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | Add +1.3% | 254,045 | $12.2M |
| Kelly Financial Services LLC | 3.26% | Add +7.5% | 231,058 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +7.0% | 203,386 | $9.7M |
| Fonville Wealth Management LLC | 2.17% | Add +1.6% | 179,166 | $8.6M |
| Madison Asset Management, LLC | 0.09% | Add +3.7% | 170,455 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 170,108 | $8.1M |
| Sterling Investment Advisors LLC | 4.21% | Add +1.7% | 168,866 | $8.1M |
| Creative Planning | 0.01% | Reduce -3.4% | 158,012 | $7.6M |
| Colton Groome Financial Advisors, LLC | 2.33% | Add +2.9% | 143,928 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | New | 141,513 | $6.8M |
| Cornerstone Advisors Asset Management, LLC | 1.23% | Add +1.1% | 133,288 | $6.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.9% | 133,133 | $6.4M |
| Wooster Corthell Wealth Management, Inc. | 1.17% | Reduce -24.7% | 132,598 | $6.3M |
| Heck Capital Advisors, LLC | 0.47% | Add +6.2% | 114,431 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.1% | 112,146 | $5.4M |
| Park Avenue Securities LLC | 0.05% | Add +4.4% | 111,472 | $5.3M |
| CreativeOne Wealth, LLC | 0.14% | Add +5.4% | 110,591 | $5.3M |
| Wrapmanager Inc. | 1.13% | Add +12.6% | 96,705 | $4.6M |
| Integrated Advisors Network LLC | 0.21% | Add +10.2% | 96,290 | $4.6M |
| JB Capital LLC | 0.22% | Add +22.6% | 94,447 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -2.9% | 94,348 | $4.5M |
| Climber Capital SA | 2.89% | Add +7.8% | 119,284 | $4.5M |
| Citadel Advisors | 0.00% | New | 91,650 | $4.4M |
| SeaBridge Investment Advisors LLC | 0.72% | Add +26.6% | 81,381 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +0.4% | 80,107 | $3.8M |
| ShoreHaven Wealth Partners, LLC | 1.55% | Reduce -6.7% | 79,024 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +40.7% | 75,733 | $3.6M |
| Midwest Professional Planners, LTD. | 0.89% | New | 70,942 | $3.4M |
| Dohj, LLC | 0.97% | Add +423.3% | 71,607 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +12.0% | 64,365 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +29.2% | 60,147 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.2% | 58,380 | $2.8M |
| Quadrant Private Wealth Management, LLC | 0.57% | Add +9.5% | 57,366 | $2.7M |
| Glen Eagle Advisors, LLC | 0.41% | Add +5.7% | 55,675 | $2.7M |
| Petra Financial Advisors Inc. | 1.68% | Add +1.2% | 55,288 | $2.6M |
| Triad Wealth Partners, LLC | 0.53% | Add +26.7% | 55,185 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +7.0% | 47,807 | $2.3M |
| Flow Traders U.S. LLC | 0.08% | New | 46,636 | $2.2M |
| RKL Wealth Management LLC | 0.18% | Reduce -55.8% | 43,426 | $2.1M |
| Cornerstone Financial Group, LLC | 1.72% | Add +4.5% | 42,166 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.11% | Reduce -51.6% | 39,595 | $1.9M |
| Simplicity Wealth,LLC | 0.08% | Add +167.1% | 38,350 | $1.8M |
| Beacon Financial Group | 0.18% | Reduce -5.1% | 36,078 | $1.7M |
| ESL Trust Services, LLC | 0.34% | Reduce -1.8% | 35,108 | $1.7M |
| Invst, LLC | 0.21% | Reduce -0.4% | 34,575 | $1.7M |
| Hanover Advisors Inc. | 0.65% | Reduce -5.4% | 33,385 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.9% | 33,087 | $1.6M |
| Icon Wealth Advisors, LLC | 0.10% | Reduce -0.6% | 30,160 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.1% | 29,928 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.0% | 28,267 | $1.4M |
| Dynamic Wealth Strategies, LLC | 0.95% | Add +29.2% | 27,705 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -57.8% | 27,581 | $1.3M |
| Signet Financial Management, LLC | 0.16% | Add +17.3% | 27,140 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.0% | 26,872 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +17.5% | 26,717 | $1.3M |
| Summit X, LLC | 0.20% | Add +4.6% | 22,250 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.44% | Add +2.3% | 20,822 | $996K |
| Avantra Family Wealth, Inc. | 0.80% | Reduce -4.3% | 20,252 | $969K |
| Compound Planning, Inc. | 0.04% | Reduce -14.3% | 19,954 | $955K |
| High Falls Advisors, Inc | 0.20% | Reduce -17.7% | 18,476 | $884K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +4.2% | 18,099 | $866K |
| Guggenheim Capital LLC | 0.01% | Add +122.8% | 17,058 | $816K |
| Prudential PLC | 0.01% | Reduce -24.9% | 16,995 | $813K |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 16,944 | $811K |
| Leuthold Group, LLC | 0.10% | Add +207.8% | 16,882 | $808K |
| Cambiar Investors LLC | 0.03% | Add +0.2% | 16,439 | $786K |
| Sunflower Bank, N.A. | 0.19% | No change | 15,900 | $761K |
| Cushing Capital Partners, LLC | 0.64% | Reduce -43.2% | 15,780 | $755K |
| Jones Financial Companies LLLP | 0.00% | Add +67.5% | 14,936 | $711K |
| SigFig Wealth Management, LLC | 0.02% | Add +3.3% | 13,997 | $667K |
| Eastern Bank | 0.01% | Reduce -59.6% | 13,830 | $662K |
| Keystone Financial Group | 0.06% | Add +8.9% | 13,465 | $644K |
| Csenge Advisory Group | 0.03% | Add +2.0% | 13,495 | $637K |
| Detalus Advisors, LLC | 0.18% | Add +68.7% | 13,079 | $626K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -2.5% | 12,842 | $614K |
| Bokf, NA | 0.01% | No change | 11,895 | $569K |
| Running Point Capital Advisors, LLC | 0.16% | Add +17.2% | 11,886 | $569K |
| Meitav Investment House Ltd. | 0.01% | Reduce -15.7% | 11,785 | $563K |
| World Investment Advisors | 0.01% | Reduce -41.6% | 11,146 | $533K |
| Colonial Trust Co / SC | 0.08% | New | 10,846 | $519K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -53.8% | 10,733 | $513K |
| Monograph Wealth Advisors, LLC | 0.06% | New | 10,490 | $502K |
| Bailard, Inc. | 0.01% | Reduce -63.2% | 10,480 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 10,388 | $494K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,000 | $479K |
| AMG National Trust Bank | 0.01% | No change | 9,850 | $471K |
| West Wealth Group, LLC | 0.10% | Add +9.3% | 8,697 | $417K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -43.1% | 8,453 | $404K |
| Synergy Investment Management, LLC | 0.24% | Reduce -11.8% | 8,219 | $393K |
| Consultiva Wealth Management, Corp. | 1.18% | No change | 7,997 | $383K |
| Annex Advisory Services, LLC | 0.01% | Reduce -70.1% | 7,959 | $381K |
| Snowden Capital Advisors LLC | 0.01% | No change | 7,846 | $375K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -5.0% | 7,753 | $371K |
| Meadow Creek Wealth Advisors LLC | 0.25% | No change | 7,625 | $365K |
| Hilltop Holdings Inc. | 0.02% | New | 7,593 | $363K |
| HRT Financial LP | 0.00% | New | 7,308 | $349K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -26.5% | 7,093 | $339K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.3% | 6,884 | $329K |
| IFG Advisory, LLC | 0.02% | Add +39.0% | 6,721 | $322K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 6,696 | $320K |
| Security Financial Services, INC. | 0.06% | Add +21.5% | 6,653 | $318K |
| Fortis Advisors, LLC | 0.20% | Reduce -1.5% | 6,602 | $316K |
| Oregon Pacific Wealth Management, LLC | 0.28% | Reduce -3.5% | 6,193 | $296K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 6,100 | $292K |
| Lockerman Financial Group, Inc. | 0.39% | Add +5.1% | 6,026 | $288K |
| Keebeck Wealth Management | 0.04% | Reduce -6.2% | 5,748 | $275K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,746 | $275K |
| Maripau Wealth Management LLC | 0.14% | Reduce -42.8% | 5,703 | $273K |
| Comerica Bank | 0.00% | Add +32.4% | 5,285 | $253K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -27.4% | 5,119 | $245K |
| Transatlantique Private Wealth LLC | 0.09% | New | 5,088 | $243K |
| LGT Financial Advisors LLC | 0.61% | Reduce -0.5% | 5,021 | $240K |
| Fortune Financial Advisors, LLC | 0.19% | Reduce -5.6% | 4,926 | $236K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.7% | 4,694 | $225K |
| Argyle Capital Partners, LLC | 0.18% | No change | 4,653 | $223K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -9.9% | 4,604 | $220K |
| Camden National Bank | 0.03% | Add +0.5% | 4,525 | $216K |
| Blalock Williams, LLC | 0.22% | New | 4,513 | $216K |
| RDA Financial Network | 0.06% | New | 4,453 | $213K |
| Centennial Bank | 0.08% | Add +26.6% | 4,164 | $199K |
| BlackRock, Inc. | 0.00% | Reduce -89.5% | 3,947 | $189K |
| Global Retirement Partners, LLC | 0.00% | — | 2,932 | $140K |
| IFP Advisors, Inc | 0.00% | Add +101.7% | 2,138 | $102K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -21.6% | 1,961 | $94K |
| Private Trust Co. NA | 0.01% | Reduce -35.5% | 1,741 | $83K |
| Y.D. More Investments Ltd | 0.01% | Add +65.7% | 1,582 | $75K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,454 | $70K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -63.8% | 988 | $47K |
| Lowe Wealth Advisors, LLC | 0.02% | Add +11.8% | 945 | $45K |
| AlphaCore Capital LLC | 0.00% | New | 575 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 498 | $24K |
| Sunbelt Securities, Inc. | 0.00% | New | 465 | $22K |
| Rossby Financial, LCC | 0.01% | Add +274.2% | 449 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 427 | $20K |
| Allworth Financial LP | 0.00% | No change | 347 | $17K |
| Mascoma Wealth Management LLC | 0.00% | No change | 300 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 251 | $12K |
| Transce3nd, LLC | 0.00% | Reduce -1.0% | 202 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 135 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.5% | 134 | $6K |
| Park Square Financial Group, LLC | 0.00% | Add +0.8% | 131 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 128 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 122 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 108 | $5K |
| Blair William & Co. | 0.00% | New | 97 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -4.6% | 62 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 58 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| Citigroup Inc. | 0.00% | New | 9 | $431 |
"% 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.