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

iShares Aaa - A Rated Corporate Bond ETF logo
$46.51 -0.01 (-0.02%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$288.71M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$225.70M
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QLTA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC165,932$7.89M0.5%+17.7%0.549%
7/10/2026 Sterling Investment Advisors LLC ADV180,540$8.58M3.9%+4.6%0.597%
7/1/2026 Eastern Bank2,082$99K0.0%-23.3%0.006%
6/3/2026NewEdge Advisors LLC10,462$498K0.0%-45.0%0.033%
5/27/2026 Security Financial Services INC.5,296$252K0.0%-26.7%0.017%
5/20/2026SHUTTLEWORTH & Co54,745$2.61M2.4%+24.7%0.171%
5/19/2026Bank of America Corp DE967,205$46.03M0.0%-13.0%3.018%
5/18/2026Royal Bank of Canada174,276$8.29M0.0%+1.6%0.544%
5/16/2026Glen Eagle Advisors LLC78,907$3.76M0.5%+20.0%0.246%
5/15/2026Gateway Wealth Partners LLC7,235$344K0.0%N/A0.023%
5/14/2026 GC Wealth Management RIA LLC6,326$301K0.0%N/A0.020%
5/14/2026Compound Planning Inc.18,684$889K0.0%-4.9%0.058%
5/14/2026Keebeck Wealth Management8,123$387K0.0%N/A0.025%
5/13/2026Cetera Investment Advisers534,512$25.44M0.0%-9.3%1.668%
5/13/2026 Dynamic Wealth Strategies LLC28,567$1.36M0.8%+5.5%0.089%
5/13/2026Signature Equity Partners LLC553$26K0.0%+250.0%0.002%
5/13/2026Petra Financial Advisors Inc.59,099$2.81M1.7%+3.9%0.184%
5/8/2026PNC Financial Services Group Inc.2,818$134K0.0%+46.5%0.009%
5/8/2026Madison Asset Management LLC197,753$9.41M0.1%+5.1%0.617%
5/8/2026ESL Trust Services LLC42,105$2.00M0.4%+12.7%0.131%
5/7/2026Hanover Advisors Inc.31,317$1.49M0.6%+1.6%0.098%
5/7/2026Cornerstone Advisors Asset Management LLC399,425$19.01M2.9%-10.8%1.246%
5/7/2026 Vision Retirement LLC7,956$379K0.1%-35.0%0.025%
5/6/2026Quadrant Private Wealth Management LLC39,976$1.90M0.3%-23.7%0.125%
5/6/2026Centennial Bank AR78,091$3.72M1.3%+642.5%0.244%
5/6/2026Assetmark Inc.243,589$11.59M0.0%-10.5%0.760%
5/5/2026Midwest Professional Planners LTD.78,876$3.75M0.9%+6.1%0.246%
5/5/2026Bank of New York Mellon Corp25,552$1.22M0.0%-52.1%0.080%
5/5/2026Pacific Wealth Management9,497$452K0.2%-97.0%0.030%
5/5/2026Geneos Wealth Management Inc.3,154$150K0.0%+23.1%0.010%
5/5/2026Signet Financial Management LLC18,802$895K0.1%-13.9%0.059%
5/5/2026Sanctuary Advisors LLC43,907$2.09M0.0%-26.4%0.137%
5/4/2026AMG National Trust Bank9,850$469K0.0%+5.3%0.031%
5/4/2026 Procyon Advisors LLC107,310$5.11M0.1%-12.7%0.335%
5/2/2026Global Assets Advisory LLC12,520$596K0.1%+2.8%0.039%
5/2/2026Diversify Wealth Management LLC200,117$9.50M0.2%+252.2%0.624%
5/1/2026Fifth Third Bancorp2,920$139K0.0%N/A0.009%
5/1/2026 Sequoia Financial Advisors LLC30,385$1.45M0.0%-13.8%0.096%
4/30/2026Kestra Advisory Services LLC18,618$886K0.0%+41.5%0.059%
4/30/2026 Isthmus Partners LLC59,976$2.85M0.3%N/A0.190%
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4/29/2026Capstone Wealth Management Group LLC101,235$4.82M2.0%N/A0.321%
4/29/2026 Meitav Investment House Ltd.7,004$332K0.0%-19.9%0.022%
4/29/2026Integrated Advisors Network LLC11,268$536K0.0%-55.8%0.036%
4/27/2026World Investment Advisors10,902$519K0.0%-17.6%0.031%
4/27/2026Private Advisor Group LLC4,575$218K0.0%N/A0.013%
4/27/2026Elevation Point Wealth Partners LLC9,711$462K0.0%+46.3%0.028%
4/24/2026RKL Wealth Management LLC38,525$1.83M0.2%-8.6%0.110%
4/23/2026Bigelow Investment Advisors LLC25,253$1.20M0.5%+2.3%0.072%
4/23/2026Detalus Advisors LLC20,848$992K0.2%-9.4%0.059%
4/22/2026Janney Montgomery Scott LLC11,599$552K0.0%+6.6%0.033%
4/16/2026 Montecito Bank & Trust12,783$608K0.1%+18.5%0.037%
4/16/2026Triad Wealth Partners LLC64,167$3.05M0.2%-13.4%0.184%
3/17/2026Rockefeller Capital Management L.P.15,046$724K0.0%+19.6%0.042%
3/13/2026World Investment Advisors13,225$636K0.0%-2.3%0.037%
2/26/2026 BDFS Capital LLC12,504$601K0.3%N/A0.035%
2/20/2026Catalyst Investment Management LLC93,635$4.50M4.3%N/A0.261%
2/18/2026High Falls Advisors Inc10,282$494K0.1%-40.1%0.029%
2/18/2026Mercer Global Advisors Inc. ADV40,539$1.95M0.0%+61.9%0.113%
2/18/2026NewEdge Advisors LLC19,011$914K0.0%-14.6%0.053%
2/18/2026Centennial Bank AR10,518$506K0.2%+146.4%0.029%
2/17/2026Guggenheim Capital LLC35,903$1.73M0.0%+16.8%0.100%
2/17/2026Integrated Advisors Network LLC25,513$1.23M0.1%-73.6%0.071%
2/17/2026Cetera Investment Advisers589,331$28.34M0.0%-27.6%1.644%
2/17/2026Hilltop Holdings Inc.5,854$281K0.0%-31.0%0.016%
2/17/2026GeoWealth Management LLC10,077$485K0.0%-28.2%0.028%
2/17/2026Osaic Holdings Inc.61,255$2.95M0.0%-54.3%0.171%
2/17/2026Advisory Services Network LLC11,309$544K0.0%-5.4%0.032%
2/17/2026Running Point Capital Advisors LLC16,367$787K0.2%+37.7%0.046%
2/16/2026SHUTTLEWORTH & Co43,899$2.11M1.9%+13.9%0.122%
2/16/2026MML Investors Services LLC287,668$13.83M0.0%-9.1%0.802%
2/16/2026Glen Eagle Advisors LLC65,755$3.16M0.4%+6.5%0.183%
2/16/2026Icon Wealth Advisors LLC17,302$832K0.1%-42.7%0.048%
2/16/2026Arax Advisory Partners14,286$687K0.0%N/A0.040%
2/16/2026Aptus Capital Advisors LLC2,122$102K0.0%-57.2%0.006%
2/13/2026Kestra Advisory Services LLC13,154$633K0.0%+56.0%0.037%
2/13/2026CreativeOne Wealth LLC70,684$3.40M0.1%-37.1%0.197%
2/13/2026Transamerica Financial Advisors LLC13,954$671K0.1%+36.4%0.039%
2/13/2026Stifel Financial Corp35,661$1.72M0.0%-4.7%0.099%
2/13/2026Integrated Wealth Concepts LLC91,927$4.42M0.1%-32.2%0.256%
2/13/2026OpenArc Corporate Advisory LLC6,245$300K0.0%N/A0.017%
2/13/2026Ausdal Financial Partners Inc.18,774$903K0.0%-3.3%0.052%
2/13/2026Wells Fargo & Company MN470,197$22.61M0.0%-22.1%1.312%
2/12/2026Elevation Wealth Management LLC5,539$266K0.3%N/A0.015%
2/12/2026Orion Porfolio Solutions LLC24,636$1.19M0.0%-47.7%0.069%
2/12/2026Commonwealth Equity Services LLC323,589$15.56M0.0%-28.1%0.903%
2/12/2026Steward Partners Investment Advisory LLC1,232$59K0.0%+184.5%0.003%
2/12/2026RKL Wealth Management LLC42,127$2.03M0.2%+1.1%0.118%
2/12/2026Pacific Wealth Management315,081$15.15M7.0%+3.0%0.879%
2/11/2026Cornerstone Advisors Asset Management LLC447,791$21.53M3.5%+16.0%1.249%
2/11/2026Janney Montgomery Scott LLC10,880$523K0.0%+33.0%0.030%
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2/11/2026Cornerstone Financial Group LLC NE46,233$2.22M1.6%+1.3%0.129%
2/11/2026Focus Partners Advisor Solutions LLC95,256$4.58M0.1%-44.0%0.266%
2/11/2026LPL Financial LLC1,592,052$76.56M0.0%-21.1%4.441%
2/11/2026JPMorgan Chase & Co.320,417$15.41M0.0%-20.1%0.894%
2/11/2026Palladiem LLC720$35K0.0%N/A0.002%
2/11/2026Invst LLC25,944$1.25M0.1%-37.7%0.072%
2/10/2026 ShoreHaven Wealth Partners LLC56,157$2.70M1.0%-28.7%0.157%
2/10/2026ESL Trust Services LLC37,345$1.80M0.3%+9.8%0.104%
2/10/2026 Colton Groome Financial Advisors LLC157,587$7.58M2.2%+6.1%0.440%
2/10/2026Fortis Advisors LLC5,477$263K0.1%-17.3%0.015%


QLTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 227 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. ($139.67M), Composition Wealth LLC ($97.71M), Miracle Mile Advisors LLC ($97.12M), LPL Financial LLC ($76.56M), HighTower Advisors LLC ($51.19M), and MAI Capital Management ($49.15M).Learn more on iShares Aaa - A Rated Corporate Bond ETF's institutional investors.

Of the 209 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), Envestnet Asset Management Inc. ($1.84M), Assetmark Inc. ($1.54M), Raymond James Financial Inc. ($900.48K), State of New Jersey Common Pension Fund D ($750K), and Madison Investment Advisors LLC ($718.30K).

Institutional investors have bought a total of 5,988,501 shares in the last 24 months. This purchase volume represents approximately $288.71M in transactions.

Of the 93 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: Assetmark Inc. ($1.30M), LPL Financial LLC ($424.58K), Vestmark Advisory Solutions Inc. ($337.57K), Pacific Wealth Management ($318.58K), Commonwealth Equity Services LLC ($295.85K), Cetera Investment Advisers ($278.93K), and Bank of America Corp DE ($196.45K).

Institutional investors have sold a total of 4,700,725 shares in the last 24 months. This volume of shares sold represents approximately $225.70M in transactions.



This page (NYSEARCA:QLTA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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