iShares Aaa - A Rated CorporQLTAETF
13F holders, Q1 2026 (March 31)186holders −5
22new positions
22sold out
1famous investor
$47.46avg. 13F price*
At the end of Q1 2026, 186 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, down 5 from Q4 2025. 22 opened new positions and 22 sold out. The largest holders were Envestnet Asset Management Inc. ($108.2M), FMR LLC ($108.2M) and Composition Wealth, LLC ($108.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.7M |
| Exits | 22 | $19.2M |
All 13F filers, Q4 2025 → Q1 2026: 2,305,316 shares bought and 2,505,167 shares sold, net −199,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Envestnet Asset Management Inc. | 0.03% | Add +12.2% | 2,273,967 | $108.2M |
| FMR LLC | 0.01% | Reduce 0.0% | 2,273,002 | $108.2M |
| Composition Wealth, LLC | 1.48% | Add +11.8% | 2,270,586 | $108.1M |
| LPL Financial LLC | 0.02% | Reduce -12.4% | 1,394,344 | $66.4M |
| MAI Capital Management | 0.31% | Add +5.7% | 1,159,473 | $55.2M |
| HighTower Advisors, LLC | 0.06% | Add +8.1% | 1,150,385 | $54.7M |
| Bank of America Corp. | 0.00% | Reduce -13.0% | 967,205 | $46.0M |
| Morgan Stanley | 0.00% | Add +5.1% | 796,180 | $37.9M |
| UBS Group AG | 0.01% | Add +27.6% | 653,913 | $31.1M |
| Compass Wealth Management, LLC | 13.22% | Reduce -3.4% | 650,371 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.9% | 589,349 | $28.0M |
| Cetera Investment Advisers | 0.03% | Reduce -9.3% | 534,512 | $25.4M |
| MML Investors Services, LLC | 0.06% | Add +59.9% | 460,059 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +9.5% | 458,046 | $21.8M |
| Parcion Private Wealth LLC | 1.21% | Add +3.1% | 410,753 | $19.5M |
| Cornerstone Advisors Asset Management, LLC | 2.93% | Reduce -10.8% | 399,425 | $19.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.7% | 393,097 | $18.6M |
| Betterment LLC | 0.03% | Add +9.5% | 377,172 | $17.9M |
| State of New Jersey Common Pension Fund D | 0.06% | Reduce -53.3% | 350,000 | $16.7M |
| Wells Fargo & Company | 0.00% | Reduce -31.4% | 322,390 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.1% | 268,301 | $12.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Add +2.4% | 268,251 | $12.8M |
| Kelly Financial Services LLC | 2.89% | Reduce -7.2% | 250,889 | $12.0M |
| Assetmark, Inc. | 0.02% | Reduce -10.5% | 243,589 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -16.1% | 219,221 | $10.4M |
| Fonville Wealth Management LLC | 1.94% | Add +8.2% | 214,361 | $10.2M |
| Diversify Wealth Management, LLC | 0.17% | Add +252.2% | 200,117 | $9.5M |
| Madison Asset Management, LLC | 0.12% | Add +5.1% | 197,753 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Add +54.4% | 183,757 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 174,276 | $8.3M |
| Sterling Investment Advisors LLC | 3.94% | Add +2.3% | 172,566 | $8.2M |
| Colton Groome Financial Advisors, LLC | 2.14% | Add +0.1% | 157,783 | $7.5M |
| Citadel Advisors | 0.01% | Add +153.7% | 147,422 | $7.0M |
| Heck Capital Advisors, LLC | 0.50% | Add +0.6% | 140,950 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 127,397 | $6.1M |
| Creative Planning | 0.00% | Reduce -9.6% | 119,474 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -44.3% | 111,308 | $5.3M |
| Wrapmanager Inc. | 1.80% | Add +33.2% | 108,783 | $5.2M |
| Procyon Advisors, LLC | 0.25% | Reduce -12.7% | 107,310 | $5.1M |
| Capstone Wealth Management Group, LLC | 2.02% | New | 101,235 | $4.8M |
| Climber Capital SA | 2.87% | Reduce -19.3% | 94,307 | $4.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.9% | 91,050 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -9.8% | 90,989 | $4.3M |
| BlackRock, Inc. | 0.00% | Add +123.5% | 81,869 | $3.9M |
| Catalyst Investment Management LLC | 4.32% | Reduce -13.2% | 81,269 | $3.9M |
| Clear Creek Financial Management, LLC | 0.29% | Add +20.4% | 79,449 | $3.8M |
| Glen Eagle Advisors, LLC | 0.53% | Add +20.0% | 78,907 | $3.8M |
| Midwest Professional Planners, LTD. | 0.88% | Add +6.1% | 78,876 | $3.8M |
| Centennial Bank | 1.33% | Add +642.5% | 78,091 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +43.4% | 77,477 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 75,922 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.9% | 72,849 | $3.5M |
| NorthRock Partners, LLC | 0.05% | Add +35.3% | 69,682 | $3.3M |
| JB Capital LLC | 0.13% | Reduce -15.1% | 67,055 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 65,449 | $3.1M |
| Triad Wealth Partners, LLC | 0.24% | Reduce -13.4% | 64,167 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.09% | Reduce -27.4% | 63,026 | $3.0M |
| Isthmus Partners, LLC | 0.30% | New | 59,976 | $2.9M |
| Petra Financial Advisors Inc. | 1.74% | Add +3.9% | 59,099 | $2.8M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -20.0% | 56,567 | $2.7M |
| SHUTTLEWORTH & Co | 2.36% | Add +24.7% | 54,745 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -13.3% | 54,076 | $2.6M |
| Cornerstone Financial Group, LLC | 1.63% | Add +15.8% | 53,517 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.7% | 52,040 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +30.7% | 46,917 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -58.1% | 46,557 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.76% | Reduce -20.6% | 44,619 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -26.4% | 43,907 | $2.1M |
| ESL Trust Services, LLC | 0.38% | Add +12.8% | 42,105 | $2.0M |
| Quadrant Private Wealth Management, LLC | 0.29% | Reduce -23.7% | 39,976 | $1.9M |
| RKL Wealth Management LLC | 0.17% | Reduce -8.6% | 38,525 | $1.8M |
| LFA - Lugano Financial Advisors SA | 0.92% | Reduce -0.2% | 38,216 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 33,232 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +36.1% | 31,841 | $1.5M |
| Hanover Advisors Inc. | 0.61% | Add +1.6% | 31,317 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.8% | 30,385 | $1.4M |
| Dynamic Wealth Strategies, LLC | 0.79% | Add +5.5% | 28,567 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.1% | 25,552 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.48% | Add +2.3% | 25,253 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 23,232 | $1.1M |
| Detalus Advisors, LLC | 0.23% | Reduce -9.4% | 20,848 | $992K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.4% | 20,527 | $977K |
| EFG International AG | 0.02% | New | 19,150 | $911K |
| Signet Financial Management, LLC | 0.10% | Reduce -13.9% | 18,802 | $895K |
| Compound Planning, Inc. | 0.03% | Reduce -4.9% | 18,684 | $889K |
| Kestra Advisory Services, LLC | 0.00% | Add +41.5% | 18,618 | $886K |
| Invst, LLC | 0.10% | Reduce -28.4% | 18,574 | $884K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -25.7% | 18,294 | $871K |
| Cambiar Investors LLC | 0.04% | Add +10.7% | 18,083 | $861K |
| Summit Financial, LLC | 0.01% | New | 18,079 | $860K |
| Cerity Partners LLC | 0.00% | New | 17,264 | $822K |
| Sunflower Bank, N.A. | 0.19% | No change | 15,900 | $757K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -41.6% | 13,739 | $654K |
| BDFS Capital LLC | 0.30% | Add +4.2% | 13,033 | $620K |
| Simplicity Wealth,LLC | 0.04% | Reduce -0.8% | 13,030 | $620K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 12,842 | $611K |
| Montecito Bank & Trust | 0.10% | Add +18.6% | 12,783 | $608K |
| Transamerica Financial Advisors, LLC | 0.05% | Reduce -9.0% | 12,694 | $604K |
| Global Assets Advisory, LLC | 0.17% | Add +2.8% | 12,520 | $596K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -28.6% | 12,347 | $586K |
"% 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.