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iShares Aaa - A Rated Corporate Bond ETF (QLTA) Institutional Ownership

iShares Aaa - A Rated Corporate Bond ETF logo
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Institutional Ownership Changes (13F Filings) for iShares Aaa - A Rated Corporate Bond ETF (NYSEARCA:QLTA)

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$758.62M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$281.30M
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QLTA Institutional Buying and Selling by Quarter

iShares Aaa - A Rated Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025RDA Financial Network5,545$269K0.1%+24.5%0.015%
10/8/2025Beacon Financial Group34,268$1.66M0.2%-5.0%0.093%
10/7/2025Montecito Bank & Trust10,783$523K0.1%N/A0.029%
9/26/2025Corient Private Wealth LLC5,469$262K0.0%N/A0.016%
8/27/2025Orion Porfolio Solutions LLC26,872$1.29M0.0%+23.0%0.078%
8/18/2025Cornerstone Financial Group LLC NE 42,166$2.02M1.7%+4.5%0.123%
8/15/2025High Falls Advisors Inc18,476$884K0.2%-17.7%0.054%
8/15/2025Corient Private Wealth LLC5,469$262K0.0%N/A0.016%
8/15/2025Orion Porfolio Solutions LLC124,132$5.94M0.0%+468.0%0.361%
8/15/2025MML Investors Services LLC203,386$9.73M0.0%+7.0%0.592%
8/15/2025Monograph Wealth Advisors LLC10,490$502K0.1%N/A0.031%
8/15/2025Bank of America Corp DE1,694,899$81.08M0.0%-1.3%4.934%
8/15/2025Ameriprise Financial Inc.412,430$19.73M0.0%+36.6%1.201%
8/14/2025Ausdal Financial Partners Inc.18,099$866K0.1%+4.2%0.053%
8/14/2025Raymond James Financial Inc.350,780$16.78M0.0%-1.7%1.021%
8/14/2025NewEdge Advisors LLC26,717$1.28M0.0%+17.5%0.078%
8/14/2025ESL Trust Services LLC35,108$1.68M0.3%-1.8%0.102%
8/13/2025Flow Traders U.S. LLC46,636$2.23M0.1%N/A0.136%
8/13/2025Gateway Wealth Partners LLC4,604$220K0.0%-9.9%0.013%
8/13/2025Dynamic Wealth Strategies LLC27,705$1.33M1.0%+29.2%0.081%
8/13/2025Guggenheim Capital LLC17,058$816K0.0%+122.8%0.050%
8/13/2025Leuthold Group LLC16,882$808K0.1%+207.8%0.049%
8/13/2025Northwestern Mutual Wealth Management Co.29,928$1.43M0.0%+59.1%0.087%
8/13/2025Elevation Point Wealth Partners LLC1,454$70K0.0%N/A0.004%
8/12/2025CreativeOne Wealth LLC110,591$5.29M0.1%+5.4%0.322%
8/12/2025Maripau Wealth Management LLC5,703$273K0.1%-42.8%0.017%
8/12/2025AlphaCore Capital LLC575$28K0.0%N/A0.002%
8/12/2025MAI Capital Management932,200$44.60M0.3%+6.1%2.714%
8/12/2025JPMorgan Chase & Co.385,063$18.42M0.0%+13.0%1.121%
8/12/2025Prudential PLC16,995$813K0.0%-25.0%0.049%
8/11/2025Synergy Investment Management LLC8,219$393K0.2%-11.8%0.024%
8/11/2025Midwest Professional Planners LTD.70,942$3.39M0.9%N/A0.207%
8/11/2025Y.D. More Investments Ltd1,582$75K0.0%+65.7%0.005%
8/8/2025Cetera Investment Advisers672,221$32.16M0.1%+6.1%1.957%
8/8/2025Creative Planning158,012$7.56M0.0%-3.4%0.460%
8/8/2025Security Financial Services INC.6,653$318K0.1%+21.5%0.019%
8/8/2025Wrapmanager Inc.96,705$4.63M1.1%+12.6%0.282%
8/8/2025Bailard Inc.10,480$501K0.0%-63.2%0.031%
8/7/2025Summit X LLC22,250$1.06M0.2%+4.6%0.065%
8/7/2025Fonville Wealth Management LLC179,166$8.57M2.2%+1.6%0.522%
8/7/2025LFA Lugano Financial Advisors SA39,595$1.88M1.1%-51.6%0.115%
8/6/2025AE Wealth Management LLC47,807$2.29M0.0%+7.0%0.139%
8/6/2025Quadrant Private Wealth Management LLC57,366$2.74M0.6%+9.5%0.167%
8/6/2025Vestmark Advisory Solutions Inc.702,586$33.61M0.5%+73.7%2.045%
8/6/2025Climber Capital SA119,284$5.71M3.4%+7.8%0.347%
8/6/2025First Horizon Advisors Inc.1,961$94K0.0%-21.7%0.006%
8/5/2025Transatlantique Private Wealth LLC5,088$243K0.1%N/A0.015%
8/4/2025IFG Advisory LLC6,721$322K0.0%+39.0%0.020%
8/4/2025Assetmark Inc.409,431$19.59M0.0%-72.2%1.192%
8/4/2025World Investment Advisors11,146$533K0.0%-41.6%0.032%
8/4/2025Migdal Insurance & Financial Holdings Ltd.254,045$12.15M0.1%+1.3%0.740%
8/1/2025Petra Financial Advisors Inc.55,288$2.65M1.7%+1.2%0.161%
8/1/2025Envestnet Asset Management Inc.2,251,409$107.71M0.0%+6.4%6.554%
7/31/2025Focus Partners Advisor Solutions LLC94,348$4.51M0.1%-2.9%0.275%
7/30/2025Parcion Private Wealth LLC323,255$15.47M0.8%+4.4%0.941%
7/29/2025ShoreHaven Wealth Partners LLC79,024$3.78M1.5%-6.7%0.230%
7/29/2025Private Trust Co. NA1,741$83K0.0%-35.5%0.005%
7/28/2025Cushing Capital Partners LLC15,780$755K0.6%-43.2%0.046%
7/25/2025Atria Wealth Solutions Inc.27,581$1.32M0.0%-57.8%0.080%
7/25/2025Envestnet Portfolio Solutions Inc.298,880$14.30M0.1%+20.6%0.870%
7/25/2025Sequoia Financial Advisors LLC60,147$2.88M0.0%+29.2%0.175%
7/24/2025Eastern Bank13,830$662K0.0%-59.6%0.040%
7/24/2025JB Capital LLC94,447$4.52M0.2%+22.6%0.275%
7/23/2025Dohj LLC71,607$3.35M0.9%+423.3%0.208%
7/23/2025Detalus Advisors LLC13,079$626K0.2%+68.7%0.038%
7/23/2025Avantra Family Wealth Inc.20,252$969K0.8%-4.3%0.059%
7/23/2025Meitav Investment House Ltd.11,785$563K0.0%-15.7%0.034%
7/23/2025Heck Capital Advisors LLC114,431$5.47M0.5%+6.2%0.333%
7/22/2025Simplicity Wealth LLC38,350$1.84M0.1%+167.1%0.112%
7/21/2025Ameritas Advisory Services LLC10,733$513K0.0%-53.8%0.031%
7/21/2025Triad Wealth Partners LLC55,185$2.64M0.5%+26.7%0.161%
7/21/2025Mirae Asset Global Investments Co. Ltd.58,380$2.79M0.0%+17.2%0.170%
7/18/2025RKL Wealth Management LLC43,426$2.08M0.2%-55.8%0.126%
7/18/2025SigFig Wealth Management LLC13,997$667K0.0%+3.3%0.041%
7/18/2025Lockerman Financial Group Inc.6,026$288K0.4%+5.1%0.018%
7/17/2025Kelly Financial Services LLC231,058$11.05M3.3%+7.4%0.674%
7/17/2025SeaBridge Investment Advisors LLC81,381$3.89M0.7%+26.6%0.237%
7/16/2025Beaumont Financial Advisors LLC12,842$614K0.0%-2.5%0.037%
7/16/2025Colton Groome Financial Advisors LLC143,928$6.89M2.3%+2.9%0.420%
7/16/2025Fortune Financial Advisors LLC4,926$236K0.2%-5.6%0.014%
7/15/2025Signet Financial Management LLC27,140$1.30M0.2%+17.3%0.079%
7/15/2025Oregon Pacific Wealth Management LLC6,193$296K0.3%-3.5%0.018%
7/14/2025Wooster Corthell Wealth Management Inc.132,598$6.34M1.2%-24.7%0.387%
7/14/2025Park Avenue Securities LLC111,472$5.33M0.0%+4.4%0.325%
7/11/2025Annex Advisory Services LLC7,959$381K0.0%-70.1%0.023%
7/10/2025Sterling Investment Advisors LLC ADV168,866$8.08M3.7%+1.7%0.494%
7/10/2025Bigelow Investment Advisors LLC20,822$996K0.4%+2.3%0.061%
7/10/2025NorthCrest Asset Manangement LLC80,107$3.81M0.1%+0.4%0.234%
7/10/2025Signal Advisors Wealth LLC8,453$404K0.0%-43.1%0.025%
7/9/2025Beacon Financial Group36,078$1.73M0.2%-5.1%0.105%
7/7/2025RDA Financial Network4,453$213K0.1%N/A0.013%
6/3/2025Invst LLC34,722$1.65M0.2%+64.6%0.099%
5/19/2025Jane Street Group LLC21,650$1.03M0.0%-70.9%0.062%
5/16/2025Ascent Group LLC13,082$622K0.0%N/A0.037%
5/16/2025Goldman Sachs Group Inc.302,056$14.36M0.0%N/A0.892%
5/16/2025Jones Financial Companies Lllp2,813$134K0.0%-66.1%0.008%
5/16/2025Legacy Wealth Managment LLC ID803$38K0.0%N/A0.002%
5/16/2025NewEdge Advisors LLC22,735$1.08M0.0%+111.5%0.065%
5/16/2025Integrated Wealth Concepts LLC118,935$5.65M0.1%-17.3%0.338%
5/16/2025Algorithmic Investment Models LLC6,060$288K0.2%N/A0.017%
(Data available from 1/1/2016 forward)

QLTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QLTA shares?

During the previous two years, 193 institutional investors and hedge funds held shares of iShares Aaa - A Rated Corporate Bond ETF. The most heavily invested institutionals were FMR LLC ($178.43M), Envestnet Asset Management Inc. ($107.71M), Bank of America Corp DE ($81.08M), Miracle Mile Advisors LLC ($79.62M), LPL Financial LLC ($79.38M), MAI Capital Management ($44.60M), and HighTower Advisors LLC ($39.34M).Learn more on iShares Aaa - A Rated Corporate Bond ETF's institutional investors.

Which institutional investors have been buying iShares Aaa - A Rated Corporate Bond ETF's stock?

Of the 170 institutional investors that purchased iShares Aaa - A Rated Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.81M), Annex Advisory Services LLC ($2.42M), Assetmark Inc. ($1.47M), Envestnet Asset Management Inc. ($1.21M), Wells Fargo & Company MN ($962.25K), Raymond James Financial Inc. ($900.48K), and Madison Investment Advisors LLC ($718.30K).

How much institutional buying is happening at iShares Aaa - A Rated Corporate Bond ETF?

Institutional investors have bought a total of 16,002,805 shares in the last 24 months. This purchase volume represents approximately $758.62M in transactions.

Which of iShares Aaa - A Rated Corporate Bond ETF's major shareholders have been selling company stock?

Of the 69 institutional investors that sold iShares Aaa - A Rated Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($2.41M), Assetmark Inc. ($1.06M), Madison Asset Management LLC ($553.87K), Bailard Inc. ($460.92K), Pacific Wealth Management ($198.27K), Ameritas Advisory Services LLC ($144.50K), and RKL Wealth Management LLC ($113.23K).

How much institutional selling is happening at iShares Aaa - A Rated Corporate Bond ETF?

Institutional investors have sold a total of 5,911,280 shares in the last 24 months. This volume of shares sold represents approximately $281.30M in transactions.


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This page (NYSEARCA:QLTA) was last updated on 10/8/2025 by MarketBeat.com Staff
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