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

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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)
69
Total
Institutional Inflows
(last 12 months)
$231.12M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$109.27M
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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
4/24/2024 Simplicity Wealth LLC6,022$286K0.0%N/A0.027%
4/23/2024 Sugarloaf Wealth Management LLC39,952$1.90M0.4%+8.7%0.177%
4/23/2024 Petra Financial Advisors Inc.13,152$624K0.5%+13.6%0.058%
4/23/2024 Raymond James Financial Services Advisors Inc.292,553$13.89M0.0%+5.5%1.294%
4/19/2024 Advisor Resource Council10,202$491K0.2%-89.7%0.045%
4/18/2024 Woodmont Investment Counsel LLC905$43K0.0%N/A0.004%
4/18/2024 Colton Groome Financial Advisors LLC157,472$7.48M3.0%+6.8%0.697%
4/18/2024 Miracle Mile Advisors LLC1,361,263$64.63M1.6%-2.4%6.023%
4/18/2024 Financial Life Advisors13,442$638K0.3%-62.6%0.059%
4/17/2024 Kathleen S. Wright Associates Inc.6,898$328K0.1%-6.2%0.031%
4/15/2024 Brookstone Capital Management19,756$938K0.0%-2.7%0.097%
4/12/2024 Dynamic Advisor Solutions LLC42,994$2.04M0.1%-8.1%0.210%
4/11/2024 Sterling Investment Advisors LLC ADV146,724$6.97M4.1%+3.3%0.717%
4/9/2024 Montecito Bank & Trust10,363$492K0.1%N/A0.051%
3/19/2024 Financial Life Advisors35,961$1.73M0.7%-5.6%0.176%
2/26/2024Integrated Advisors Network LLC175,518$8.45M0.5%-0.9%0.858%
2/14/2024Prudential PLC35,605$1.71M0.0%-2.1%0.174%
2/12/2024Madison Asset Management LLC754,702$36.32M0.5%-17.2%3.690%
2/12/2024ESL Trust Services LLC26,034$1.25M0.4%-2.5%0.127%
2/9/2024CreativeOne Wealth LLC18,354$883K0.1%-5.9%0.090%
2/9/2024Wells Fargo & Company MN968,950$46.64M0.0%+610.8%4.738%
2/9/2024UBS Group AG280,602$13.51M0.0%+2.1%1.372%
2/8/2024Summit X LLC10,792$519K0.1%+6.8%0.053%
2/7/2024Avantax Advisory Services Inc.20,555$989K0.0%N/A0.101%
2/7/2024Envestnet Portfolio Solutions Inc.6,322$304K0.0%-9.7%0.031%
2/7/2024Wrapmanager Inc.42,662$2.05M0.6%+1.3%0.209%
2/6/2024ShoreHaven Wealth Partners LLC35,941$1.73M1.1%-35.2%0.176%
2/6/2024Y.D. More Investments Ltd627$30K0.0%N/A0.003%
2/5/2024Paces Ferry Wealth Advisors LLC4,639$223K0.2%N/A0.023%
2/2/2024Bailard Inc.284,657$13.70M0.4%-3.2%1.392%
2/1/2024 Kathleen S. Wright Associates Inc.7,354$354K0.2%-21.0%0.036%
1/31/2024Bigelow Investment Advisors LLC22,990$1.11M0.6%-13.6%0.112%
1/31/2024Beaumont Financial Advisors LLC12,884$620K0.1%-13.8%0.063%
1/31/2024 Colton Groome Financial Advisors LLC147,393$7.09M3.1%+39.2%0.721%
1/31/2024Fonville Wealth Management LLC49,182$2.37M1.3%N/A0.240%
1/31/2024 Pacific Wealth Management453,957$21.85M12.5%-2.2%2.220%
1/31/2024Migdal Insurance & Financial Holdings Ltd.169,765$8.17M0.2%+0.7%0.830%
1/29/2024ORG Partners LLC4,238$204K0.0%N/A0.021%
1/29/2024 Tennessee Valley Asset Management Partners1,018$49K0.0%N/A0.005%
1/29/2024Meitav Investment House Ltd.20,411$981K0.0%-21.2%0.100%
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1/29/2024 Petra Financial Advisors Inc.11,578$557K0.5%+18.0%0.057%
1/25/2024 International Assets Investment Management LLC26,472$1.27M0.0%N/A0.129%
1/25/2024Cambiar Investors LLC46,184$2.22M0.1%-21.5%0.226%
1/25/2024RKL Wealth Management LLC147,360$7.09M0.8%+17.0%0.721%
1/25/2024SeaBridge Investment Advisors LLC81,711$3.93M1.1%+61.7%0.400%
1/24/2024Mirae Asset Global Investments Co. Ltd.108,846$5.24M0.0%+72.7%0.532%
1/24/2024 Stratos Investment Management LLC475,884$22.90M2.7%+4.0%2.327%
1/24/2024 International Assets Investment Management LLC26,472$1.27M0.0%N/A0.129%
1/24/2024 Private Trust Co. NA2,031$98K0.0%-14.9%0.010%
1/23/2024 Parcion Private Wealth LLC301,961$14.53M1.3%N/A1.477%
1/22/2024Pinnacle Financial Partners Inc7,610$366K0.0%+24.6%0.037%
1/22/2024LFA Lugano Financial Advisors SA82,986$3.99M3.1%+25.8%0.406%
1/22/2024 Miracle Mile Advisors LLC1,395,054$67.14M1.8%-6.0%6.822%
1/18/2024 Meadow Creek Wealth Advisors LLC7,778$374K0.4%N/A0.038%
1/18/2024Wooster Corthell Wealth Management Inc.187,323$9.02M2.2%+6.2%0.916%
1/17/2024 Sterling Investment Advisors LLC ADV142,062$6.84M4.2%-15.4%0.695%
1/17/2024Acorn Financial Advisory Services Inc. ADV38,699$1.84M0.3%+3.7%0.189%
1/16/2024 Raymond James Financial Services Advisors Inc.277,400$13.35M0.0%+23.4%1.356%
1/16/2024 Raymond James & Associates27,429$1.32M0.0%-21.7%0.134%
1/16/2024Wealthsource Partners LLC14,199$683K0.0%+25.9%0.069%
1/12/2024 Advisor Resource Council98,585$4.75M0.6%+1,119.8%0.482%
1/11/2024 Dynamic Advisor Solutions LLC46,787$2.22M0.1%-6.5%0.229%
1/10/2024 Sugarloaf Wealth Management LLC36,750$1.77M0.4%-20.7%0.180%
1/5/2024 Lowe Wealth Advisors LLC2,365$114K0.1%-85.7%0.012%
12/8/2023Palladiem LLC68,735$3.10M3.3%+10.4%0.336%
11/16/2023Integrated Advisors Network LLC177,112$7.98M0.5%-2.4%0.866%
11/16/2023Creative Planning191,500$8.63M0.0%-5.0%0.936%
11/15/2023Integrated Wealth Concepts LLC27,944$1.26M0.0%-28.9%0.137%
11/13/2023LPL Financial LLC409,680$18.47M0.0%+8.5%2.003%
11/13/2023Hsbc Holdings PLC5,392$243K0.0%+5.0%0.026%
11/13/2023 Sugarloaf Wealth Management LLC46,338$2.09M0.5%-4.5%0.227%
11/13/2023Envestnet Portfolio Solutions Inc.7,001$316K0.0%N/A0.034%
11/13/2023Wealthsource Partners LLC11,276$508K0.0%-40.5%0.055%
11/13/2023Prudential PLC36,385$1.64M0.0%-3.0%0.178%
11/13/2023Kestra Advisory Services LLC38,856$1.75M0.0%+3.9%0.190%
11/9/2023ESL Trust Services LLC26,694$1.20M0.4%+16.9%0.131%
11/9/2023UBS Group AG274,775$12.39M0.0%+15.8%1.344%
11/8/2023HighTower Advisors LLC526,809$23.75M0.0%+15.6%2.576%
11/8/2023Atria Wealth Solutions Inc.10,945$493K0.0%-9.2%0.054%
11/6/2023Wrapmanager Inc.42,120$1.90M0.6%-2.3%0.206%
11/6/2023RKL Wealth Management LLC125,911$5.68M0.7%+10.6%0.616%
11/6/2023Summit X LLC10,108$456K0.1%-6.4%0.049%
11/4/2023Pinnacle Financial Partners Inc6,108$275K0.0%N/A0.030%
11/4/2023Nomura Asset Management Co. Ltd.85,800$3.87M0.0%-58.5%0.420%
11/3/2023 Compass Ion Advisors LLC7,354$332K0.1%-98.9%0.036%
11/1/2023 Financial Life Advisors38,083$1.72M0.7%-2.3%0.186%
11/1/2023 Pacific Wealth Management464,111$20.92M13.8%+1.9%2.269%
10/30/2023Cambiar Investors LLC58,803$2.65M0.1%-21.6%0.288%
10/30/2023Wooster Corthell Wealth Management Inc.176,360$7.95M2.1%+7.3%0.862%
10/30/2023Meitav Investment House Ltd.25,913$1.17M0.0%-10.0%0.127%
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10/26/2023SeaBridge Investment Advisors LLC50,535$2.28M0.8%-43.0%0.247%
10/26/2023 NBT Bank N A NY4,715$213K0.0%-22.8%0.023%
10/26/2023Mirae Asset Global Investments Co. Ltd.63,026$2.84M0.0%-51.1%0.308%
10/26/2023 Sterling Investment Advisors LLC ADV167,901$7.57M4.8%+1.5%0.821%
10/25/2023 Miracle Mile Advisors LLC1,484,485$66.92M2.1%+5.0%7.259%
10/25/2023 Advisor Resource Council8,082$364K0.2%+4.5%0.040%
10/24/2023Bailard Inc.293,981$13.25M0.4%-24.0%1.438%
10/24/2023ShoreHaven Wealth Partners LLC55,481$2.50M1.7%+85.2%0.271%
10/24/2023 Fundamentum LLC457,751$20.64M3.1%+5.9%2.238%
10/24/2023 Raymond James Financial Services Advisors Inc.224,743$10.13M0.0%N/A1.099%
(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, 123 institutional investors and hedge funds held shares of iShares Aaa - A Rated Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($242.62M), Miracle Mile Advisors LLC ($64.63M), Wells Fargo & Company MN ($46.64M), Madison Asset Management LLC ($36.32M), Bank of America Corp DE ($26.56M), HighTower Advisors LLC ($23.75M), and Stratos Investment Management LLC ($22.90M).Learn more on QLTA's institutional investors.

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

Of the 99 institutional investors that purchased iShares Aaa - A Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($4.68M), Miracle Mile Advisors LLC ($1.48M), Wells Fargo & Company MN ($832.64K), Compass Ion Advisors LLC ($680.01K), Pacific Wealth Management ($476.35K), Fundamentun LLC ($369.48K), and LPL Financial LLC ($333.57K).

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

Institutional investors have bought a total of 12,543,077 shares in the last 24 months. This purchase volume represents approximately $613.75M in transactions.

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

Of the 75 institutional investors that sold iShares Aaa - A Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Compass Ion Advisors LLC ($640.36K), Mirae Asset Global Investments Co. Ltd. ($430.12K), Curi Wealth Management LLC ($374.78K), Bailard Inc. ($300.37K), Raymond James & Associates ($218.00K), Trust Co. of Virginia VA ($183.67K), and Madison Asset Management LLC ($157.23K).

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

Institutional investors have sold a total of 4,160,255 shares in the last 24 months. This volume of shares sold represents approximately $195.13M in transactions.


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This page (NYSEARCA:QLTA) was last updated on 4/26/2024 by MarketBeat.com Staff

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