iShares Aaa - A Rated CorporQLTAETF
13F holders, Q3 2025 (September 30)185holders +14
35new positions
17sold out
$48.46avg. 13F price*
At the end of Q3 2025, 185 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 14 from Q2 2025. 35 opened new positions and 17 sold out. The largest holders were FMR LLC ($172.3M), Envestnet Asset Management Inc. ($139.7M) and LPL Financial LLC ($97.7M).
- Company
- iShares Aaa - A Rated Corpor
- CUSIP
- 46429B291
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $53.3M |
| Exits | 17 | $12.2M |
All 13F filers, Q2 2025 → Q3 2025: 3,982,977 shares bought and 1,366,950 shares sold, net +2,616,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| FMR LLC | 0.01% | Reduce -2.2% | 3,554,587 | $172.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +28.0% | 2,881,586 | $139.7M |
| LPL Financial LLC | 0.03% | Add +20.3% | 2,016,633 | $97.7M |
| Composition Wealth, LLC | 1.46% | Add +12.4% | 2,003,669 | $97.1M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 1,665,784 | $80.7M |
| HighTower Advisors, LLC | 0.06% | Add +12.5% | 1,014,499 | $49.2M |
| MAI Capital Management | 0.31% | Add +8.8% | 1,013,918 | $49.1M |
| Morgan Stanley | 0.00% | Add +2.2% | 980,345 | $47.5M |
| Cetera Investment Advisers | 0.05% | Add +21.0% | 813,442 | $39.4M |
| Wells Fargo & Company | 0.01% | Reduce -6.4% | 603,846 | $29.3M |
| Compass Wealth Management, LLC | 11.79% | Add +12.8% | 549,261 | $26.6M |
| UBS Group AG | 0.01% | Add +52.5% | 534,904 | $25.9M |
| Assetmark, Inc. | 0.05% | Add +18.1% | 483,559 | $23.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -27.4% | 449,991 | $21.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 430,016 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 400,827 | $19.4M |
| Parcion Private Wealth LLC | 1.18% | Add +20.4% | 389,185 | $18.9M |
| Cornerstone Advisors Asset Management, LLC | 3.27% | Add +189.7% | 386,080 | $18.7M |
| Vestmark Advisory Solutions, Inc. | 0.34% | Reduce -48.0% | 365,014 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.2% | 346,705 | $16.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +14.0% | 340,761 | $16.5M |
| MML Investors Services, LLC | 0.04% | Add +55.6% | 316,514 | $15.3M |
| Pacific Wealth Management | 7.47% | Reduce -4.1% | 305,918 | $14.8M |
| Kelly Financial Services LLC | 3.54% | Add +22.2% | 282,373 | $13.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Reduce -0.6% | 252,559 | $12.2M |
| State of New Jersey Common Pension Fund D | 0.04% | New | 250,000 | $12.1M |
| Diversify Advisory Services, LLC | 0.37% | New | 227,574 | $11.0M |
| Madison Asset Management, LLC | 0.10% | Add +12.4% | 191,538 | $9.3M |
| Fonville Wealth Management LLC | 2.02% | Add +3.5% | 185,487 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 171,554 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +80.3% | 170,113 | $8.2M |
| Sterling Investment Advisors LLC | 3.89% | Reduce -4.0% | 162,191 | $7.9M |
| Creative Planning | 0.01% | Reduce -2.5% | 154,031 | $7.5M |
| Colton Groome Financial Advisors, LLC | 2.21% | Add +3.2% | 148,498 | $7.2M |
| Park Avenue Securities LLC | 0.06% | Add +30.5% | 145,471 | $7.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.9% | 135,631 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -60.7% | 133,901 | $6.5M |
| Heck Capital Advisors, LLC | 0.48% | Add +12.2% | 128,366 | $6.2M |
| Procyon Advisors, LLC | 0.36% | New | 126,511 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.9% | 123,266 | $6.0M |
| OneDigital Investment Advisors LLC | 0.06% | New | 122,178 | $5.9M |
| JB Capital LLC | 0.25% | Add +24.3% | 117,373 | $5.7M |
| CreativeOne Wealth, LLC | 0.13% | Add +1.6% | 112,362 | $5.4M |
| Integrated Advisors Network LLC | 0.20% | Add +0.3% | 96,626 | $4.7M |
| Wrapmanager Inc. | 1.26% | Reduce -13.0% | 84,137 | $4.1M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +4.0% | 83,340 | $4.0M |
| Triad Wealth Partners, LLC | 0.50% | Add +44.6% | 79,776 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.7% | 79,325 | $3.8M |
| ShoreHaven Wealth Partners, LLC | 1.41% | Reduce -0.3% | 78,784 | $3.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +19.0% | 76,620 | $3.7M |
| Clear Creek Financial Management, LLC | 0.31% | New | 74,944 | $3.6M |
| Midwest Professional Planners, LTD. | 0.84% | Add +0.7% | 71,426 | $3.5M |
| Quadrant Private Wealth Management, LLC | 0.56% | Add +11.2% | 63,774 | $3.1M |
| Glen Eagle Advisors, LLC | 0.42% | Add +10.9% | 61,766 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +27.2% | 60,796 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.3% | 59,949 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -2.2% | 57,110 | $2.8M |
| Petra Financial Advisors Inc. | 1.60% | Add +2.7% | 56,792 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.0% | 53,703 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | New | 52,807 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.1% | 48,516 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +75.4% | 47,138 | $2.3M |
| Cornerstone Financial Group, LLC | 1.71% | Add +8.2% | 45,634 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | New | 43,397 | $2.1M |
| RKL Wealth Management LLC | 0.17% | Reduce -4.1% | 41,654 | $2.0M |
| Invst, LLC | 0.23% | Add +20.4% | 41,615 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.00% | Reduce -1.1% | 39,172 | $1.9M |
| SHUTTLEWORTH & Co | 1.70% | — | 38,551 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +866.1% | 38,132 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +120.9% | 37,432 | $1.8M |
| NorthRock Partners, LLC | 0.03% | New | 36,570 | $1.8M |
| Beacon Financial Group | 0.16% | Reduce -5.0% | 34,268 | $1.7M |
| ESL Trust Services, LLC | 0.32% | Reduce -3.1% | 34,008 | $1.6M |
| Hanover Advisors Inc. | 0.62% | Reduce -2.0% | 32,724 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +80.1% | 30,727 | $1.5M |
| Signet Financial Management, LLC | 0.17% | Add +12.0% | 30,407 | $1.5M |
| Icon Wealth Advisors, LLC | 0.10% | Add +0.0% | 30,172 | $1.5M |
| Dynamic Wealth Strategies, LLC | 0.83% | Reduce -7.5% | 25,621 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.4% | 25,032 | $1.2M |
| Detalus Advisors, LLC | 0.31% | Add +86.1% | 24,340 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.7% | 22,264 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.42% | Add +2.7% | 21,382 | $1.0M |
| Avantra Family Wealth, Inc. | 0.75% | Add +2.6% | 20,788 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -0.6% | 19,842 | $962K |
| Freestone Capital Holdings, LLC | 0.03% | New | 19,447 | $943K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +7.2% | 19,408 | $941K |
| Keystone Financial Group | 0.07% | Add +42.1% | 19,137 | $928K |
| Jones Financial Companies LLLP | 0.00% | Add +23.3% | 18,412 | $891K |
| Jane Street Group, LLC | 0.00% | New | 18,330 | $888K |
| Cushing Capital Partners, LLC | 0.66% | Add +9.5% | 17,283 | $838K |
| High Falls Advisors, Inc | 0.17% | Reduce -7.1% | 17,157 | $832K |
| Cambiar Investors LLC | 0.04% | Reduce -0.2% | 16,408 | $795K |
| Sunflower Bank, N.A. | 0.19% | No change | 15,900 | $771K |
| SigFig Wealth Management, LLC | 0.02% | Add +3.0% | 14,415 | $699K |
| GeoWealth Management, LLC | 0.02% | New | 14,030 | $680K |
| World Investment Advisors | 0.01% | Add +21.5% | 13,540 | $656K |
| Lockerman Financial Group, Inc. | 0.80% | Add +117.9% | 13,133 | $637K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 12,842 | $622K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,582 | $610K |
| Corient Private Wealth LP | 0.00% | New | 12,549 | $608K |
"% 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.