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 |
| Keystone Financial Group | 0.04% | Reduce -9.0% | 12,202 | $581K |
| Two West Capital Advisors LLC | 0.30% | Add +71.5% | 11,973 | $569K |
| Avantra Family Wealth, Inc. | 0.42% | Reduce -15.4% | 11,837 | $563K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -21.6% | 11,796 | $561K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 11,599 | $552K |
| Integrated Advisors Network LLC | 0.03% | Reduce -55.8% | 11,268 | $536K |
| World Investment Advisors | 0.01% | Reduce -17.6% | 10,902 | $519K |
| GeoWealth Management, LLC | 0.02% | Add +7.0% | 10,783 | $513K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 10,490 | $499K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.0% | 10,462 | $498K |
| Snowden Capital Advisors LLC | 0.01% | Add +31.0% | 10,245 | $488K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.8% | 10,197 | $485K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,000 | $476K |
| AMG National Trust Bank | 0.01% | Add +5.3% | 9,850 | $469K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -47.8% | 9,805 | $467K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +46.3% | 9,711 | $462K |
| Pacific Wealth Management | 0.24% | Reduce -97.0% | 9,497 | $452K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.0% | 8,628 | $411K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 8,455 | $402K |
| Private Trust Co. NA | 0.04% | Add +38.1% | 8,296 | $395K |
| Colonial Trust Co / SC | 0.05% | Reduce -23.8% | 8,149 | $388K |
| Keebeck Wealth Management | 0.04% | New | 8,123 | $387K |
| Consultiva Wealth Management, Corp. | 1.10% | No change | 7,997 | $381K |
| Vision Retirement, LLC | 0.11% | Reduce -35.0% | 7,956 | $379K |
| Mariner, LLC | 0.00% | New | 7,514 | $358K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,235 | $344K |
| Mgo One Seven LLC | 0.01% | Reduce -27.3% | 7,012 | $334K |
| Meitav Investment House Ltd. | 0.00% | Reduce -19.9% | 7,004 | $332K |
| Lockerman Financial Group, Inc. | 0.60% | Reduce -15.1% | 6,973 | $332K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -0.3% | 6,883 | $328K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +6.3% | 6,637 | $316K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -22.9% | 6,498 | $309K |
| Weaver Consulting Group | 0.07% | No change | 6,417 | $305K |
| Synergy Investment Management, LLC | 0.10% | Reduce -17.7% | 6,382 | $304K |
| GC Wealth Management RIA, LLC | 0.01% | New | 6,326 | $301K |
| Skyline Advisors, Inc. | 0.10% | New | 6,237 | $297K |
| Quantinno Capital Management LP | 0.00% | No change | 5,743 | $273K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,354 | $255K |
| Security Financial Services, INC. | 0.04% | Reduce -26.7% | 5,296 | $252K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.7% | 5,310 | $252K |
| Professional Financial Advisors, LLC | 0.05% | No change | 5,213 | $248K |
| Embree Financial Group | 0.03% | Reduce -26.6% | 5,168 | $246K |
| AE Wealth Management LLC | 0.00% | Reduce -92.2% | 5,112 | $243K |
| Corient Private Wealth LP | 0.00% | Reduce -59.5% | 5,019 | $239K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,951 | $236K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -21.4% | 4,850 | $231K |
| Red Reef Advisors LLC | 0.24% | Reduce -8.8% | 4,844 | $231K |
| Argyle Capital Partners, LLC | 0.16% | No change | 4,653 | $221K |
| Leuthold Group, LLC | 0.02% | Reduce -23.6% | 4,653 | $221K |
| Ameritas Advisory Services, LLC | 0.01% | Add +8.1% | 4,647 | $221K |
| Private Advisor Group, LLC | 0.00% | New | 4,575 | $218K |
| Ehrlich Financial Group | 0.12% | Reduce -20.2% | 4,493 | $214K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +508.1% | 66,757 | $178K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +182.7% | 3,483 | $166K |
| Protective Life Corp. | 0.52% | New | 3,301 | $157K |
| Arax Advisory Partners | 0.00% | Reduce -77.5% | 3,207 | $153K |
| Geneos Wealth Management Inc. | 0.00% | Add +23.1% | 3,154 | $150K |
| Fifth Third Bancorp | 0.00% | New | 2,920 | $139K |
| PNC Financial Services Group, Inc. | 0.00% | Add +46.5% | 2,818 | $134K |
| Eastern Bank | 0.00% | Reduce -11.1% | 2,715 | $129K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,631 | $125K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,016 | $96K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.2% | 1,927 | $92K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 1,236 | $59K |
| WealthShield Partners, LLC | 0.01% | No change | 1,000 | $48K |
| Rossby Financial, LCC | 0.01% | Add +195.8% | 911 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -41.9% | 797 | $38K |
| Palladiem, LLC | 0.03% | No change | 720 | $34K |
| Signature Equity Partners, LLC | 0.01% | Add +250.0% | 553 | $26K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 435 | $21K |
| Cornerstone Planning Group LLC | 0.00% | New | 381 | $18K |
| Y.D. More Investments Ltd | 0.00% | Reduce -65.7% | 328 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 300 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.8% | 251 | $12K |
| West Branch Capital LLC | 0.00% | New | 201 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 126 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 74 | $4K |
| Franklin Resources Inc. | 0.00% | No change | 64 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -5.4% | 53 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 48 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 44 | $2K |
| Cwm, LLC | 0.00% | Add +47.8% | 34 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -77.2% | 23 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 15 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $523 |
| Allworth Financial LP | 0.00% | Reduce -98.9% | 4 | $191 |
"% 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.