iShares Aaa - A Rated CorporQLTAETF
13F holders, Q4 2025 (December 31)191holders +6
17new positions
19sold out
1famous investor
$48.04avg. 13F price*
At the end of Q4 2025, 191 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, up 6 from Q3 2025. 17 opened new positions and 19 sold out. The largest holders were FMR LLC ($109.3M), Composition Wealth, LLC ($97.7M) and Envestnet Asset Management Inc. ($97.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $25.8M |
| Exits | 19 | $4.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,869,344 shares bought and 5,250,038 shares sold, net −3,380,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| FMR LLC | 0.01% | Reduce -36.0% | 2,273,096 | $109.3M |
| Composition Wealth, LLC | 1.40% | Add +1.4% | 2,031,746 | $97.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -29.7% | 2,026,631 | $97.5M |
| LPL Financial LLC | 0.02% | Reduce -21.1% | 1,592,052 | $76.6M |
| Bank of America Corp. | 0.00% | Reduce -33.3% | 1,111,570 | $53.5M |
| MAI Capital Management | 0.30% | Add +8.1% | 1,096,494 | $52.7M |
| HighTower Advisors, LLC | 0.06% | Add +4.9% | 1,064,474 | $51.2M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 757,391 | $36.4M |
| State of New Jersey Common Pension Fund D | 0.13% | Add +200.0% | 750,000 | $36.1M |
| Compass Wealth Management, LLC | 13.33% | Add +22.6% | 673,307 | $32.4M |
| Cetera Investment Advisers | 0.03% | Reduce -27.6% | 589,331 | $28.3M |
| Ameriprise Financial Inc. | 0.01% | Add +28.2% | 551,190 | $26.5M |
| UBS Group AG | 0.00% | Reduce -4.2% | 512,439 | $24.6M |
| Wells Fargo & Company | 0.00% | Reduce -22.1% | 470,197 | $22.6M |
| Cornerstone Advisors Asset Management, LLC | 3.49% | Add +16.0% | 447,791 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Add +20.7% | 418,372 | $20.1M |
| Parcion Private Wealth LLC | 1.17% | Add +2.4% | 398,431 | $19.2M |
| Betterment LLC | 0.03% | New | 344,382 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -28.1% | 323,589 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 320,417 | $15.4M |
| Pacific Wealth Management | 7.03% | Add +3.0% | 315,081 | $15.2M |
| MML Investors Services, LLC | 0.03% | Reduce -9.1% | 287,668 | $13.8M |
| Assetmark, Inc. | 0.03% | Reduce -43.7% | 272,273 | $13.1M |
| Kelly Financial Services LLC | 3.26% | Reduce -4.3% | 270,386 | $13.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Add +3.7% | 261,919 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -23.4% | 261,173 | $12.6M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -45.2% | 199,955 | $9.6M |
| Fonville Wealth Management LLC | 1.95% | Add +6.8% | 198,117 | $9.5M |
| Diversify Advisory Services, LLC | 0.30% | Reduce -13.9% | 195,911 | $9.4M |
| Madison Asset Management, LLC | 0.10% | Reduce -1.8% | 188,104 | $9.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 171,503 | $8.2M |
| Sterling Investment Advisors LLC | 3.93% | Add +4.0% | 168,719 | $8.1M |
| Colton Groome Financial Advisors, LLC | 2.17% | Add +6.1% | 157,587 | $7.6M |
| Heck Capital Advisors, LLC | 0.50% | Add +9.1% | 140,079 | $6.7M |
| Creative Planning | 0.00% | Reduce -14.2% | 132,204 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +141.7% | 129,797 | $6.2M |
| Procyon Advisors, LLC | 0.29% | Reduce -2.8% | 122,970 | $5.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -2.6% | 118,987 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.9% | 111,093 | $5.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -30.6% | 100,890 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -44.0% | 95,256 | $4.6M |
| Catalyst Investment Management LLC | 4.27% | — | 93,635 | $4.5M |
| Climber Capital SA | 2.89% | — | 116,807 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -32.2% | 91,927 | $4.4M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +4.2% | 86,808 | $4.2M |
| Wrapmanager Inc. | 1.33% | Reduce -3.0% | 81,645 | $3.9M |
| JB Capital LLC | 0.16% | Reduce -32.7% | 78,997 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.4% | 78,804 | $3.8M |
| Midwest Professional Planners, LTD. | 0.85% | Add +4.1% | 74,355 | $3.6M |
| Triad Wealth Partners, LLC | 0.34% | Reduce -7.1% | 74,099 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -37.1% | 70,684 | $3.4M |
| Clear Creek Financial Management, LLC | 0.26% | Reduce -11.9% | 66,015 | $3.2M |
| Glen Eagle Advisors, LLC | 0.43% | Add +6.5% | 65,755 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +7.2% | 65,194 | $3.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -18.6% | 62,396 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.3% | 61,255 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -24.8% | 59,637 | $2.9M |
| Citadel Advisors | 0.00% | New | 58,102 | $2.8M |
| Diversify Wealth Management, LLC | 0.13% | New | 56,813 | $2.7M |
| Petra Financial Advisors Inc. | 1.61% | Add +0.2% | 56,888 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 0.97% | Reduce -28.7% | 56,157 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -5.3% | 54,060 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +2.3% | 54,030 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +23.0% | 53,378 | $2.6M |
| Quadrant Private Wealth Management, LLC | 0.41% | Reduce -17.8% | 52,407 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Add +40.8% | 51,503 | $2.5M |
| Cornerstone Financial Group, LLC | 1.55% | Add +1.3% | 46,233 | $2.2M |
| SHUTTLEWORTH & Co | 1.93% | Add +13.9% | 43,899 | $2.1M |
| RKL Wealth Management LLC | 0.17% | Add +1.1% | 42,127 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +62.0% | 40,539 | $1.9M |
| LFA - Lugano Financial Advisors SA | 0.95% | Reduce -2.2% | 38,309 | $1.8M |
| ESL Trust Services, LLC | 0.34% | Add +9.8% | 37,345 | $1.8M |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 36,625 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +16.9% | 35,903 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 35,661 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -41.2% | 35,231 | $1.7M |
| Hanover Advisors Inc. | 0.58% | Reduce -5.8% | 30,837 | $1.5M |
| Dynamic Wealth Strategies, LLC | 0.77% | Add +5.6% | 27,067 | $1.3M |
| Invst, LLC | 0.14% | Reduce -37.7% | 25,944 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -73.6% | 25,513 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.46% | Add +15.5% | 24,691 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -47.7% | 24,636 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Add +21.0% | 23,531 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +27.0% | 23,389 | $1.1M |
| Detalus Advisors, LLC | 0.27% | Reduce -5.5% | 23,007 | $1.1M |
| Signet Financial Management, LLC | 0.12% | Reduce -28.2% | 21,836 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -1.0% | 19,648 | $945K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.6% | 19,011 | $914K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -3.3% | 18,774 | $903K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -42.7% | 17,302 | $832K |
| Cushing Capital Partners, LLC | 0.61% | Reduce -1.7% | 16,993 | $817K |
| Running Point Capital Advisors, LLC | 0.21% | Add +37.7% | 16,367 | $787K |
| Cambiar Investors LLC | 0.04% | Reduce -0.4% | 16,339 | $786K |
| Sunflower Bank, N.A. | 0.19% | No change | 15,900 | $765K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.6% | 15,046 | $724K |
| GTS Securities LLC | 0.02% | New | 15,007 | $722K |
| Arax Advisory Partners | 0.02% | New | 14,286 | $687K |
| Avantra Family Wealth, Inc. | 0.49% | Reduce -32.7% | 13,986 | $673K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +36.4% | 13,954 | $671K |
| Keystone Financial Group | 0.05% | Reduce -29.9% | 13,408 | $645K |
| World Investment Advisors | 0.01% | Reduce -2.3% | 13,225 | $636K |
| Kestra Advisory Services, LLC | 0.00% | Add +56.0% | 13,154 | $633K |
| Simplicity Wealth,LLC | 0.04% | Add +10.6% | 13,138 | $632K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 12,842 | $618K |
| BDFS Capital LLC | 0.30% | — | 12,504 | $601K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 12,392 | $596K |
| Vision Retirement, LLC | 0.16% | — | 12,241 | $589K |
| Global Assets Advisory, LLC | 0.17% | New | 12,176 | $586K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.4% | 11,309 | $544K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.7% | 10,978 | $529K |
| Janney Montgomery Scott LLC | 0.00% | Add +33.0% | 10,880 | $523K |
| Montecito Bank & Trust | 0.08% | No change | 10,783 | $519K |
| Colonial Trust Co / SC | 0.07% | Reduce -1.4% | 10,694 | $514K |
| Centennial Bank | 0.20% | Add +146.4% | 10,518 | $506K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 10,490 | $504K |
| High Falls Advisors, Inc | 0.10% | Reduce -40.1% | 10,282 | $494K |
| GeoWealth Management, LLC | 0.02% | Reduce -28.2% | 10,077 | $485K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,000 | $481K |
| Mgo One Seven LLC | 0.01% | New | 9,650 | $464K |
| AMG National Trust Bank | 0.01% | Reduce -5.1% | 9,350 | $450K |
| ORG Partners LLC | 0.08% | Reduce -1.1% | 9,040 | $435K |
| Meitav Investment House Ltd. | 0.00% | Reduce -15.9% | 8,743 | $419K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 8,627 | $415K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -41.6% | 8,423 | $405K |
| Lockerman Financial Group, Inc. | 0.76% | Reduce -37.5% | 8,212 | $395K |
| Consultiva Wealth Management, Corp. | 1.08% | No change | 7,997 | $385K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.0% | 7,822 | $376K |
| Synergy Investment Management, LLC | 0.13% | Reduce -20.8% | 7,754 | $373K |
| Security Financial Services, INC. | 0.05% | Reduce -39.8% | 7,221 | $347K |
| IFG Advisory, LLC | 0.01% | Reduce -8.3% | 7,117 | $342K |
| Embree Financial Group | 0.04% | Add +60.6% | 7,042 | $339K |
| Two West Capital Advisors LLC | 0.20% | New | 6,980 | $336K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -9.5% | 6,903 | $332K |
| Strategic Blueprint, LLC | 0.02% | Add +32.2% | 6,730 | $324K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 6,696 | $322K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 6,636 | $319K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.2% | 6,582 | $317K |
| Weaver Consulting Group | 0.08% | No change | 6,417 | $309K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,245 | $300K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -6.7% | 6,169 | $297K |
| Leuthold Group, LLC | 0.03% | Add +1.4% | 6,087 | $293K |
| Private Trust Co. NA | 0.03% | Add +12.7% | 6,009 | $289K |
| Beacon Financial Group | 0.03% | Reduce -82.6% | 5,958 | $287K |
| Hilltop Holdings Inc. | 0.02% | Reduce -31.0% | 5,854 | $281K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.7% | 5,743 | $276K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.0% | 5,689 | $274K |
| Ehrlich Financial Group | 0.15% | New | 5,633 | $271K |
| Elevation Wealth Management LLC | 0.26% | — | 5,539 | $266K |
| Fortis Advisors, LLC | 0.14% | Reduce -17.3% | 5,477 | $263K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Reduce -12.4% | 5,464 | $263K |
| Red Reef Advisors LLC | 0.26% | — | 5,313 | $255K |
| IHT Wealth Management, LLC | 0.01% | Add +4.0% | 5,257 | $253K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -30.5% | 5,213 | $251K |
| West Wealth Group, LLC | 0.05% | Add +0.8% | 5,122 | $246K |
| Argyle Capital Partners, LLC | 0.16% | No change | 4,653 | $224K |
| Camden National Bank | 0.03% | Add +0.1% | 4,507 | $217K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,299 | $207K |
| Heritage Oak Wealth Advisors LLC | 0.07% | New | 4,181 | $201K |
| Comerica Bank | 0.00% | Reduce -39.5% | 3,574 | $172K |
| Eastern Bank | 0.00% | Reduce -41.5% | 3,055 | $147K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.6% | 2,562 | $123K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.5% | 2,232 | $107K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -57.2% | 2,122 | $102K |
| International Assets Investment Management, LLC | 0.01% | New | 2,016 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 1,923 | $92K |
| IFP Advisors, Inc | 0.00% | Reduce -37.8% | 1,372 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +184.5% | 1,232 | $59K |
| Bogart Wealth, LLC | 0.00% | New | 1,227 | $59K |
| SageView Advisory Group, LLC | 0.00% | New | 1,031 | $50K |
| WealthShield Partners, LLC | 0.01% | New | 1,000 | $48K |
| Y.D. More Investments Ltd | 0.00% | No change | 955 | $46K |
| Palladiem, LLC | 0.03% | — | 720 | $35K |
| AlphaCore Capital LLC | 0.00% | No change | 575 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 435 | $21K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 351 | $17K |
| Rossby Financial, LCC | 0.00% | Reduce -35.6% | 308 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 300 | $14K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 250 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -50.5% | 249 | $12K |
| Signature Equity Partners, LLC | 0.00% | — | 158 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 125 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 101 | $5K |
| Blair William & Co. | 0.00% | No change | 97 | $5K |
| Franklin Resources Inc. | 0.00% | Reduce -50.0% | 64 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -6.7% | 56 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| Imprint Wealth LLC | 0.01% | Reduce -51.1% | 44 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 15 | $1K |
| Cwm, LLC | 0.00% | New | 23 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $529 |
| Richardson Financial Services Inc. | 0.00% | No change | 7 | $337 |
"% 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.