iShares Aaa - A Rated CorporQLTAETF

13F holders, Q2 2026 (June 30)
177holders −9
16new positions
26sold out
1famous investor
$47.30avg. 13F price*

At the end of Q2 2026, 177 institutions reported holding iShares Aaa - A Rated Corpor (QLTA) in their 13F filings, down 9 from Q1 2026. 16 opened new positions and 26 sold out. The largest holders were Composition Wealth, LLC ($127.2M), State of New Jersey Common Pension Fund D ($83.2M) and MAI Capital Management ($59.8M). 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

050100150200 Q1 2024: 125Q1 2024Q2 2024: 131Q2 2024Q3 2024: 152Q3 2024Q4 2024: 162Q4 2024Q1 2025: 178Q1 2025Q2 2025: 171Q2 2025Q3 2025: 185Q3 2025Q4 2025: 191Q4 2025Q1 2026: 186Q1 2026Q2 2026: 177Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$84.6M
Exits26$46.9M

All 13F filers, Q1 2026 → Q2 2026: 4,965,717 shares bought and 10,101,904 shares sold, net −5,136,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

Composition Wealth, LLC 1.49% Add +17.9% 2,676,208 $127.2M
State of New Jersey Common Pension Fund D 0.28% Add +400.0% 1,750,000 $83.2M
MAI Capital Management 0.23% Add +8.5% 1,258,329 $59.8M
Goldman Sachs Group Inc. 0.01% New 1,032,285 $49.1M
Betterment LLC 0.06% Add +107.0% 780,865 $37.1M
LPL Financial LLC 0.01% Reduce -53.6% 646,806 $30.7M
Compass Wealth Management, LLC 11.72% Reduce -4.9% 618,752 $29.4M
UBS Group AG 0.00% Reduce -18.1% 535,554 $25.4M
Bank of America Corp. 0.00% Reduce -45.9% 523,448 $24.9M
OneDigital Investment Advisors LLC 0.21% Add +179.2% 513,062 $24.4M
Raymond James Financial Inc. 0.01% Add +6.6% 488,447 $23.2M
Ameriprise Financial Inc. 0.00% Reduce -17.5% 485,986 $23.1M
Morgan Stanley 0.00% Reduce -39.1% 484,966 $23.0M
MML Investors Services, LLC 0.04% Reduce -3.4% 444,521 $21.1M
Parcion Private Wealth LLC 1.12% Add +3.7% 425,835 $20.2M
Schroder Investment Management Group 0.01% New 390,564 $18.7M
Wells Fargo & Company 0.00% Add +1.8% 328,051 $15.6M
Migdal Insurance & Financial Holdings Ltd. 0.09% Add +5.8% 283,943 $13.5M
JPMorgan Chase & Co. 0.00% Reduce -29.7% 276,488 $13.2M
Madison Asset Management, LLC 0.13% Add +14.6% 226,700 $10.8M
Fonville Wealth Management LLC 1.73% Add +4.0% 222,960 $10.6M
Citadel Advisors 0.01% Add +47.0% 216,791 $10.3M
Capstone Wealth Management Group, LLC 3.58% Add +110.6% 213,160 $10.1M
Sterling Investment Advisors LLC 3.85% Add +4.6% 180,540 $8.6M
Royal Bank of Canada 0.00% Add +1.4% 176,786 $8.4M
Heck Capital Advisors, LLC 0.47% Add +17.7% 165,932 $7.9M
Colton Groome Financial Advisors, LLC 1.82% Add +0.6% 158,695 $7.5M
Jane Street Group, LLC 0.00% Add +22.8% 156,377 $7.4M
Susquehanna International Group, LLP 0.01% Add +100.1% 145,803 $6.9M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -0.0% 111,282 $5.3M
Wrapmanager Inc. 1.65% Add +2.2% 111,141 $5.3M
Procyon Advisors, LLC 0.20% Reduce -6.9% 99,944 $4.7M
Focus Partners Advisor Solutions, LLC 0.04% New 97,860 $4.7M
Glen Eagle Advisors, LLC 0.59% Add +24.0% 97,827 $4.6M
Creative Planning 0.00% Reduce -18.4% 97,447 $4.6M
Climber Capital SA 2.71% Add +25.1% 117,982 $4.4M
Integrated Wealth Concepts LLC 0.03% Reduce -0.0% 91,019 $4.3M
Midwest Professional Planners, LTD. 0.78% Add +6.0% 83,588 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -96.4% 82,709 $3.9M
Cetera Investment Advisers 0.00% Reduce -84.7% 82,052 $3.9M
Clear Creek Financial Management, LLC 0.25% Add +1.1% 80,355 $3.8M
BlackRock, Inc. 0.00% Reduce -2.2% 80,074 $3.8M
Centennial Bank 1.20% Add +0.6% 78,573 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.3% 76,184 $3.6M
Anchor Bay Capital, Inc. 1.85% — 73,661 $3.4M
Flow Traders U.S. LLC 0.14% New 71,389 $3.4M
Assetmark, Inc. 0.01% Reduce -71.7% 68,872 $3.3M
Catalyst Investment Management LLC 2.88% Reduce -17.7% 66,896 $3.2M
Thrivent Financial for Lutherans 0.01% New 65,629 $3.1M
NorthCrest Asset Manangement, LLC 0.08% Add +1.8% 64,170 $3.0M
HighTower Advisors, LLC 0.00% Reduce -94.5% 63,312 $3.0M
Petra Financial Advisors Inc. 1.34% Add +3.3% 61,017 $2.9M
Isthmus Partners, LLC 0.28% No change 59,976 $2.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.0% 59,840 $2.8M
Cornerstone Financial Group, LLC 1.67% Add +6.5% 57,019 $2.7M
NorthRock Partners, LLC 0.04% Reduce -21.4% 54,782 $2.6M
SHUTTLEWORTH & Co 2.07% Reduce -0.4% 54,546 $2.6M
Guggenheim Capital LLC 0.02% Add +12.0% 52,530 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -20.6% 51,993 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -80.8% 51,381 $2.4M
Diversify Advisory Services, LLC 0.04% New 47,684 $2.2M
Diversify Wealth Management, LLC 0.04% Reduce -76.2% 47,684 $2.2M
ESL Trust Services, LLC 0.37% Add +8.9% 45,871 $2.2M
Jones Financial Companies LLLP 0.00% Add +20.8% 38,474 $1.8M
RKL Wealth Management LLC 0.13% Reduce -9.5% 34,880 $1.7M
Dynamic Wealth Strategies, LLC 0.86% Add +19.5% 34,134 $1.6M
LFA - Lugano Financial Advisors SA 0.98% Reduce -9.3% 34,674 $1.6M
Stifel Financial Corp. 0.00% Reduce -21.0% 26,248 $1.2M
BDFS Capital LLC 0.54% Add +101.3% 26,233 $1.2M
Hanover Advisors Inc. 0.44% Reduce -17.1% 25,957 $1.2M
Bigelow Investment Advisors, LLC 0.43% Reduce -0.1% 25,235 $1.2M
FMR LLC 0.00% Reduce -99.0% 23,936 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 23,232 $1.1M
Quadrant Private Wealth Management, LLC 0.25% Reduce -42.4% 23,044 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -70.7% 22,690 $1.1M
J.W. Cole Advisors, Inc. 0.02% New 21,530 $1.0M
Sanctuary Advisors, LLC 0.00% Reduce -52.0% 21,092 $1.0M
Simplicity Wealth,LLC 0.03% Add +57.8% 20,559 $977K
Detalus Advisors, LLC 0.18% Reduce -5.5% 19,692 $936K
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 19,512 $927K
CreativeOne Wealth, LLC 0.02% Reduce -66.5% 18,965 $901K
Advyzon Investment Management, LLC 0.06% New 18,445 $877K
Cambiar Investors LLC 0.04% Add +1.7% 18,384 $874K
Mutual Advisors, LLC 0.02% New 18,095 $860K
ShoreHaven Wealth Partners, LLC 0.27% Reduce -60.1% 17,803 $846K
Compound Planning, Inc. 0.02% Reduce -4.8% 17,777 $845K
Kelly Financial Services LLC 0.18% Reduce -93.0% 17,536 $833K
Cerity Partners LLC 0.00% No change 17,264 $820K
Sequoia Financial Advisors, LLC 0.00% Reduce -46.2% 16,350 $777K
Sunflower Bank, N.A. 0.18% No change 15,900 $756K
Rockefeller Capital Management L.P. 0.00% Add +27.3% 15,015 $714K
Summit Financial, LLC 0.01% Reduce -23.4% 13,847 $658K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -71.0% 13,520 $642K
Kestra Advisory Services, LLC 0.00% Reduce -30.8% 12,887 $612K
Montecito Bank & Trust 0.09% Add +0.7% 12,877 $612K
Beaumont Financial Advisors, LLC 0.04% No change 12,842 $610K
Global Assets Advisory, LLC 0.13% Add +0.1% 12,536 $593K
Park Avenue Securities LLC 0.00% Reduce -88.0% 10,899 $518K
Snowden Capital Advisors LLC 0.01% Add +4.5% 10,703 $509K
Monograph Wealth Advisors, LLC 0.04% No change 10,490 $498K
EFG International AG 0.01% Reduce -45.7% 10,397 $494K
Icon Wealth Advisors, LLC 0.03% Reduce -17.5% 10,185 $484K
Advisory Services Network, LLC 0.01% Reduce -1.5% 10,045 $477K
Shelter Mutual Insurance Co 0.10% No change 10,000 $475K
Two West Capital Advisors LLC 0.23% Reduce -17.6% 9,860 $462K
AMG National Trust Bank 0.01% Reduce -5.1% 9,350 $444K
Freestone Capital Holdings, LLC 0.01% Reduce -36.0% 8,786 $418K
Pinnacle Financial Partners, Inc. 0.00% No change 8,628 $410K
Elevation Point Wealth Partners, LLC 0.01% Reduce -11.2% 8,622 $410K
Consultiva Wealth Management, Corp. 0.86% No change 7,997 $380K
Mariner, LLC 0.00% Add +6.1% 7,975 $379K
Vision Retirement, LLC 0.09% Reduce -3.4% 7,688 $365K
Pacific Wealth Management 0.16% Reduce -21.0% 7,499 $356K
Colonial Trust Co / SC 0.04% Reduce -10.7% 7,276 $346K
PNC Financial Services Group, Inc. 0.00% Add +157.1% 7,244 $344K
Corient Private Wealth LP 0.00% Add +43.7% 7,212 $343K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -1.1% 6,807 $323K
World Investment Advisors 0.01% Reduce -39.1% 6,642 $316K
Weaver Consulting Group 0.06% No change 6,417 $305K
Truist Financial Corp. 0.00% New 6,204 $295K
Quantinno Capital Management LP 0.00% No change 5,743 $273K
Wealthcare Advisory Partners LLC 0.00% Add +0.3% 5,371 $255K
Ameritas Advisory Services, LLC 0.01% Add +15.1% 5,347 $254K
Mgo One Seven LLC 0.00% Reduce -24.6% 5,290 $251K
Private Advisor Group, LLC 0.00% Add +13.1% 5,174 $246K
IFG Advisory, LLC 0.01% New 5,125 $244K
Meitav Investment House Ltd. 0.00% Reduce -27.5% 5,075 $240K
Professional Financial Advisors, LLC 0.04% Reduce -3.9% 5,012 $238K
Stratos Wealth Partners, LTD. 0.00% Add +1.1% 5,008 $238K
Red Reef Advisors LLC 0.21% Add +1.0% 4,894 $233K
Farther Finance Advisors, LLC 0.00% Reduce -9.0% 4,831 $230K
Aptus Capital Advisors, LLC 0.00% Add +149.5% 4,808 $228K
Concurrent Investment Advisors, LLC 0.00% Reduce -43.9% 4,742 $225K
Leuthold Group, LLC 0.02% Add +1.8% 4,737 $225K
Argyle Capital Partners, LLC 0.14% No change 4,653 $221K
GeoWealth Management, LLC 0.01% Reduce -57.1% 4,624 $220K
GC Wealth Management RIA, LLC 0.01% Reduce -27.2% 4,604 $219K
Private Trust Co. NA 0.02% Reduce -50.6% 4,095 $195K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.6% 67,859 $168K
Protective Life Corp. 1.12% No change 3,301 $157K
Geneos Wealth Management Inc. 0.00% Add +4.7% 3,301 $157K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.3% 3,297 $157K
NewEdge Advisors, LLC 0.00% Reduce -71.7% 2,964 $141K
Arax Advisory Partners 0.00% Reduce -8.2% 2,944 $140K
Synergy Investment Management, LLC 0.03% Reduce -61.9% 2,431 $116K
Fiduciary Financial Advisors 0.01% New 2,157 $102K
Transamerica Financial Advisors, LLC 0.01% Reduce -83.5% 2,096 $100K
Eastern Bank 0.00% Reduce -23.3% 2,082 $99K
Qube Research & Technologies Ltd 0.00% Reduce -24.4% 1,990 $95K
International Assets Investment Management, LLC 0.01% Reduce -4.4% 1,928 $91K
AE Wealth Management LLC 0.00% Reduce -74.4% 1,308 $62K
Bogart Wealth, LLC 0.00% Add +1.1% 1,250 $59K
WealthShield Partners, LLC 0.01% No change 1,000 $48K
Howe & Rusling Inc. 0.00% New 972 $46K
IFP Advisors, Inc 0.00% Reduce -7.7% 736 $35K
Palladiem, LLC 0.03% No change 720 $34K
Fifth Third Bancorp 0.00% Reduce -75.5% 715 $34K
Citigroup Inc. 0.00% New 707 $34K
Brown Brothers Harriman & Co. 0.00% New 699 $33K
Global Retirement Partners, LLC 0.00% — 567 $27K
Compass Financial Management LLC 0.00% — 475 $23K
Godfrey Financial Associates, Inc. 0.02% No change 435 $21K
Y.D. More Investments Ltd 0.00% No change 328 $16K
Mascoma Wealth Management LLC 0.00% No change 300 $14K
Golden State Wealth Management, LLC 0.00% Add +0.8% 253 $12K
Harbour Investments, Inc. 0.00% Add +1.6% 128 $6K
Cornerstone Planning Group LLC 0.00% Reduce -66.1% 129 $6K
MCF Advisors LLC 0.00% New 98 $5K
Rossby Financial, LCC 0.00% Reduce -91.2% 80 $4K
Franklin Resources Inc. 0.00% No change 64 $3K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -5.7% 50 $2K
Westside Investment Management, Inc. 0.00% No change 48 $2K
Imprint Wealth LLC 0.01% No change 44 $2K
Strategic Wealth Partners, Ltd. 0.00% No change 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% No change 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.