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

iShares Aaa - A Rated Corporate Bond ETF logo
$47.25 -0.12 (-0.25%)
As of 04:10 PM Eastern
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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)
139
Total
Institutional Inflows
(last 12 months)
$733.63M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$217.06M
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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
7/7/2025 RDA 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%
5/15/2025Focus Partners Advisor Solutions LLC97,184$4.62M0.1%+28.7%0.276%
5/15/2025Royal Bank of Canada182,872$8.69M0.0%-1.0%0.520%
5/15/2025MAI Capital Management878,221$41.74M0.3%+5.6%2.495%
5/15/2025OLD Mission Capital LLC9,898$470K0.0%N/A0.028%
5/15/2025GKV Capital Management Co. Inc.21,447$1.02M0.3%N/A0.061%
5/15/2025Hanover Advisors Inc.35,277$1.68M0.7%-3.7%0.100%
5/14/2025Triad Wealth Partners LLC43,553$2.07M0.6%+174.8%0.124%
5/14/2025CreativeOne Wealth LLC104,915$4.99M0.1%+53.7%0.298%
5/14/2025Comerica Bank3,991$190K0.0%+56.5%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.18,810$894K0.0%+1.3%0.053%
5/14/2025Compound Planning Inc.23,280$1.11M0.1%-20.3%0.066%
5/13/2025Cambiar Investors LLC16,408$780K0.0%+20.9%0.047%
5/13/2025Raymond James Financial Inc.356,867$16.96M0.0%-20.7%1.014%
5/13/2025High Falls Advisors Inc22,439$1.07M0.3%+17.7%0.064%
5/13/2025Vestmark Advisory Solutions Inc.404,420$19.22M0.5%+0.1%1.162%
5/13/2025Heck Capital Advisors LLC107,710$5.12M0.6%-25.1%0.310%
5/13/2025GKV Capital Management Co. Inc.21,447$1.02M0.8%N/A0.062%
5/13/2025Prudential PLC22,645$1.08M0.0%-3.7%0.065%
5/13/2025HighTower Advisors LLC827,593$39.34M0.1%+8.0%2.378%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors57,473$2.73M0.2%+80.6%0.165%
5/12/2025ESL Trust Services LLC35,739$1.70M0.4%-4.7%0.103%
5/12/2025Y.D. More Investments Ltd955$45K0.0%+52.3%0.003%
5/9/2025Atria Wealth Solutions Inc.65,422$3.11M0.0%-34.2%0.188%
5/9/2025Commonwealth Equity Services LLC608,108$28.90M0.0%+40.5%1.747%
5/8/2025IFG Advisory LLC4,836$230K0.0%N/A0.014%
5/8/2025Wooster Corthell Wealth Management Inc.176,027$8.37M1.7%-0.7%0.506%
5/8/2025Eastern Bank34,238$1.63M0.0%-35.8%0.098%
5/7/2025LPL Financial LLC1,670,175$79.38M0.0%+10.6%4.799%
5/7/2025Security Financial Services INC.5,474$260K0.1%N/A0.016%
5/6/2025Assetmark Inc.1,470,783$69.91M0.2%+424.7%4.226%
Trump’s biggest move, misreported (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
5/6/2025ShoreHaven Wealth Partners LLC84,688$4.03M1.9%+90.2%0.243%
5/6/2025Cetera Investment Advisers633,796$30.12M0.1%+13.1%1.821%
5/6/2025Avantax Advisory Services Inc.31,248$1.49M0.0%+16.4%0.090%
5/6/2025AE Wealth Management LLC44,670$2.12M0.0%+27.0%0.128%
5/6/2025Madison Asset Management LLC164,426$7.82M0.1%-77.1%0.472%
5/6/2025Quadrant Private Wealth Management LLC52,389$2.49M0.6%+67.3%0.151%
5/6/2025Ignite Planners LLC4,569$215K0.0%N/A0.013%
5/6/2025Pacific Wealth Management318,748$15.15M8.3%+1.2%0.916%
5/5/2025West Wealth Group LLC7,954$378K0.1%+61.2%0.023%
5/5/2025IFP Advisors Inc1,060$50K0.0%N/A0.003%
5/5/2025Mowery & Schoenfeld Wealth Management LLC1,147$55K0.1%N/A0.003%
5/5/2025Csenge Advisory Group13,227$621K0.0%N/A0.038%
5/5/2025Private Advisor Group LLC5,732$272K0.0%N/A0.016%
5/5/2025Migdal Insurance & Financial Holdings Ltd.250,895$11.93M0.2%-0.1%0.721%
5/2/2025Bailard Inc.28,491$1.35M0.0%-93.8%0.082%
5/2/2025Summit X LLC21,274$1.01M0.2%+56.0%0.061%
5/2/2025SeaBridge Investment Advisors LLC64,292$3.06M0.7%+69.5%0.185%
5/2/2025Parcion Private Wealth LLC309,567$14.71M1.2%+2.7%0.890%
5/2/2025Lord & Richards Wealth Management LLC4,613$219K0.2%+5.6%0.013%
5/1/2025Gateway Wealth Partners LLC5,109$243K0.1%N/A0.015%
5/1/2025Fonville Wealth Management LLC176,376$8.38M2.5%+5.7%0.507%
4/30/2025Cornerstone Planning Group LLC715$33K0.0%N/A0.002%
4/30/2025Synergy Investment Management LLC9,322$443K0.2%+37.5%0.027%
4/29/2025Centennial Bank AR3,289$156K0.1%+49.9%0.009%
4/29/2025Envestnet Asset Management Inc.2,116,247$100.59M0.0%+60.4%6.081%
4/29/2025World Investment Advisors19,077$907K0.0%+166.8%0.055%
4/28/2025First Horizon Advisors Inc.2,503$119K0.0%+21.9%0.007%
4/28/2025Detalus Advisors LLC7,753$369K0.1%+63.9%0.022%
4/28/2025Oregon Pacific Wealth Management LLC6,415$305K0.3%N/A0.018%
4/28/2025LFA Lugano Financial Advisors SA81,746$3.89M2.6%-1.5%0.235%
4/28/2025RKL Wealth Management LLC98,290$4.67M0.4%-16.3%0.282%
4/25/2025Ameritas Advisory Services LLC23,254$1.11M0.0%-51.2%0.067%
4/25/2025Sterling Investment Advisors LLC ADV166,028$7.89M4.4%+5.4%0.477%
4/24/2025Cornerstone Advisors Asset Management LLC131,845$6.27M1.3%+0.4%0.379%
4/24/2025Mirae Asset Global Investments Co. Ltd.49,810$2.36M0.0%-5.6%0.143%
4/23/2025Sequoia Financial Advisors LLC46,552$2.21M0.0%N/A0.134%
4/23/2025Perigon Wealth Management LLC4,774$227K0.0%+8.3%0.014%
4/23/2025Golden State Wealth Management LLC984$47K0.0%+217.4%0.003%
4/23/2025Balboa Wealth Partners5,010$238K0.1%N/A0.014%
4/22/2025Avantra Family Wealth Inc.21,157$1.01M1.0%N/A0.061%
4/22/2025Petra Financial Advisors Inc.54,643$2.60M2.1%+8.1%0.157%
4/22/2025Advisor Resource Council36,760$1.73M0.1%N/A0.106%
4/21/2025Envestnet Portfolio Solutions Inc.247,777$11.78M0.0%+41.5%0.712%
4/21/2025Bigelow Investment Advisors LLC20,346$967K0.5%-5.7%0.058%
4/21/2025PSI Advisors LLC2,695$128K0.0%+58.1%0.008%
4/18/2025Cushing Capital Partners LLC27,780$1.32M1.2%-31.1%0.079%
4/18/2025Tennessee Valley Asset Management Partners8,581$408K0.1%N/A0.024%
4/17/2025Fortis Advisors LLC6,703$319K0.2%+6.6%0.019%
4/17/2025Lockerman Financial Group Inc.5,734$273K0.4%N/A0.016%
4/17/2025Dynamic Advisor Solutions LLC9,656$459K0.0%-19.8%0.027%
Trump’s biggest move, misreported (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
4/17/2025Dohj LLC13,683$650K0.1%N/A0.039%
4/16/2025Wealth Enhancement Advisory Services LLC10,354$492K0.0%-6.0%0.029%
4/16/2025NorthCrest Asset Manangement LLC79,816$3.79M0.1%-11.0%0.226%
4/15/2025Kelly Financial Services LLC215,045$10.22M3.6%+53.5%0.609%
4/15/2025Integrated Advisors Network LLC87,383$4.15M0.2%+17.5%0.248%
4/15/2025Simplicity Wealth LLC14,358$682K0.1%N/A0.041%
4/15/2025Signet Financial Management LLC23,131$1.10M0.1%N/A0.066%
4/14/2025Park Avenue Securities LLC106,803$5.08M0.1%+46.7%0.303%
4/14/2025Miracle Mile Advisors LLC1,675,092$79.62M1.6%+3.3%4.745%
4/11/2025Signal Advisors Wealth LLC14,857$706K0.1%+3.3%0.042%
(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, 190 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. ($100.59M), Miracle Mile Advisors LLC ($79.62M), LPL Financial LLC ($79.38M), Assetmark Inc. ($69.91M), Bank of America Corp DE ($57.33M), and MAI Capital Management ($41.74M).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 168 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), Miracle Mile Advisors LLC ($1.78M), Assetmark Inc. ($1.47M), Envestnet Asset Management Inc. ($1.10M), Wells Fargo & Company MN ($962.25K), and Raymond James Financial Inc. ($900.48K).

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

Institutional investors have bought a total of 15,488,148 shares in the last 24 months. This purchase volume represents approximately $733.63M in transactions.

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

Of the 58 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 ($2.39M), Madison Asset Management LLC ($553.87K), Bailard Inc. ($442.91K), Pacific Wealth Management ($198.27K), Ameritas Advisory Services LLC ($138.19K), Raymond James Financial Inc. ($93.38K), and RKL Wealth Management LLC ($58.37K).

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

Institutional investors have sold a total of 4,569,062 shares in the last 24 months. This volume of shares sold represents approximately $217.06M in transactions.


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This page (NYSEARCA:QLTA) was last updated on 7/8/2025 by MarketBeat.com Staff
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