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

iShares Aaa - A Rated Corporate Bond ETF logo
$46.97 +0.19 (+0.41%)
As of 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)
83
Total
Institutional Inflows
(last 12 months)
$354.81M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$42.28M
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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
1/21/2025Dynamic Advisor Solutions LLC12,036$563K0.0%-57.1%0.054%
1/21/2025Montecito Bank & Trust9,948$465K0.1%-4.0%0.045%
1/17/2025 Atomi Financial Group Inc.29,192$1.37M0.1%N/A0.131%
1/16/2025 Wooster Corthell Wealth Management Inc.177,197$8.29M1.8%+7.1%0.798%
1/16/2025 Annex Advisory Services LLC2,415,882$113.04M3.4%N/A10.882%
1/16/2025 Kelly Financial Services LLC140,085$6.56M2.0%+52.0%0.631%
1/15/2025 Ameritas Advisory Services LLC47,608$2.23M0.1%-54.0%0.214%
1/14/2025 Sterling Investment Advisors LLC ADV157,518$7.37M4.3%+2.7%0.710%
1/14/2025 Park Avenue Securities LLC72,802$3.41M0.0%+26.3%0.328%
1/14/2025 Fortis Advisors LLC6,290$294K0.2%N/A0.028%
1/14/2025 Signal Advisors Wealth LLC14,383$673K0.1%+73.9%0.065%
1/13/2025 PSI Advisors LLC1,705$80K0.0%+744.1%0.008%
1/13/2025 Miracle Mile Advisors LLC1,621,534$75.87M1.5%+0.9%7.304%
1/13/2025 Claro Advisors LLC5,776$270K0.0%-4.2%0.026%
1/10/2025 Lowe Wealth Advisors LLC765$36K0.0%-57.1%0.003%
1/10/2025 Sugarloaf Wealth Management LLC47,560$2.23M0.4%-3.8%0.214%
1/10/2025 Wealth Enhancement Advisory Services LLC9,209$453K0.0%+5.6%0.041%
12/26/2024JPMorgan Chase & Co.217,798$10.71M0.0%+95.6%0.981%
11/25/2024World Investment Advisors LLC4,961$244K0.0%N/A0.022%
11/25/2024Sanctuary Advisors LLC33,841$1.60M0.0%+7.3%0.152%
11/19/2024Invst LLC17,487$859K0.1%N/A0.079%
11/15/2024High Falls Advisors Inc17,232$847K0.2%N/A0.078%
11/15/2024MML Investors Services LLC78,896$3.88M0.0%+536.1%0.355%
11/15/2024Orion Portfolio Solutions LLC10,205$502K0.0%N/A0.046%
11/15/2024Glen Eagle Advisors LLC29,325$1.44M0.2%+27.5%0.132%
11/15/2024Stifel Financial Corp21,985$1.08M0.0%+21.4%0.099%
11/15/2024SWAN Capital LLC1,009$50K0.0%N/A0.005%
11/15/2024Integrated Wealth Concepts LLC122,929$6.04M0.1%+8.9%0.554%
11/15/2024HighTower Advisors LLC711,682$34.97M0.0%+9.2%3.206%
11/14/2024Icon Wealth Advisors LLC17,306$851K0.1%-17.0%0.078%
11/14/2024CreativeOne Wealth LLC60,474$2.97M0.1%+7.4%0.272%
11/13/2024FMR LLC1,548,893$76.13M0.0%+166,986.6%6.977%
11/13/2024Private Trust Co. NA2,459$121K0.0%+27.4%0.011%
11/12/2024Icon Wealth Advisors LLC1,079$53K0.0%-94.8%0.005%
11/12/2024Running Point Capital Advisors LLC5,584$274K0.1%+19.8%0.025%
11/8/2024First Horizon Advisors Inc.1,865$92K0.0%N/A0.008%
11/8/2024Wrapmanager Inc.68,508$3.37M0.9%+25.1%0.309%
11/7/2024AMG National Trust Bank10,350$509K0.0%-4.6%0.047%
11/7/2024 Claro Advisors LLC6,029$296K0.0%+20.8%0.027%
11/6/2024OneDigital Investment Advisors LLC10,574$520K0.0%-8.5%0.048%
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11/4/2024Migdal Insurance & Financial Holdings Ltd.166,276$8.17M0.1%-22.7%0.749%
11/2/2024RKL Wealth Management LLC154,234$7.58M0.7%-1.5%0.695%
11/1/2024Assetmark Inc.244,403$12.01M0.0%N/A1.101%
10/31/2024JB Capital LLC28,764$1.41M0.1%N/A0.130%
10/31/2024Advisor Resource Council8,672$426K0.2%N/A0.039%
10/31/2024LGT Financial Advisors LLC3,557$175K0.4%N/A0.016%
10/31/2024Family Asset Management LLC19,470$957K0.6%N/A0.088%
10/30/2024 Ameritas Advisory Services LLC103,443$5.08M0.2%-33.4%0.466%
10/28/2024Cambiar Investors LLC13,502$664K0.0%-69.3%0.061%
10/28/2024Fonville Wealth Management LLC144,049$7.08M2.4%+41.8%0.649%
10/28/2024Petra Financial Advisors Inc.49,710$2.44M1.6%+278.1%0.224%
10/28/2024Meitav Investment House Ltd.18,613$913K0.0%-1.8%0.084%
10/25/2024Integrated Advisors Network LLC123,791$6.08M0.3%-0.3%0.558%
10/24/2024Colton Groome Financial Advisors LLC154,564$7.60M2.8%-1.9%0.696%
10/24/2024ShoreHaven Wealth Partners LLC39,163$1.93M0.9%-20.2%0.176%
10/24/2024 Wealth Enhancement Advisory Services LLC8,717$428K0.0%+15.8%0.039%
10/24/2024 NorthCrest Asset Manangement LLC84,182$4.14M0.1%-0.7%0.379%
10/23/2024Mirae Asset Global Investments Co. Ltd.58,130$2.86M0.0%+0.6%0.262%
10/23/2024Parcion Private Wealth LLC297,062$14.60M1.2%+0.2%1.338%
10/23/2024West Wealth Group LLC4,926$242K0.1%-5.3%0.022%
10/22/2024 International Assets Investment Management LLC96,334$4.74M0.0%+4,815.0%0.434%
10/22/2024Private Advisor Group LLC23,345$1.15M0.0%N/A0.105%
10/22/2024 Eastern Bank818,424$40.23M0.7%+1.3%3.687%
10/22/2024 Wooster Corthell Wealth Management Inc.165,407$8.13M1.7%-14.7%0.745%
10/17/2024 Claro Advisors LLC5,650$255K0.0%+13.2%0.025%
10/11/2024Creative Planning169,149$8.31M0.0%+0.7%0.762%
10/10/2024Concourse Financial Group Securities Inc.3,855$189K0.0%N/A0.017%
10/10/2024Simplicity Wealth LLC12,488$614K0.1%+73.9%0.056%
10/9/2024GEM Asset Management LLC7,175$347K0.2%-26.9%0.032%
10/9/2024 Kelly Financial Services LLC92,191$4.53M1.7%+42.0%0.415%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors20,920$1.03M0.1%N/A0.094%
10/8/2024 Sugarloaf Wealth Management LLC49,459$2.43M0.5%+1.9%0.223%
10/8/2024Dynamic Advisor Solutions LLC28,037$1.38M0.0%-27.9%0.126%
10/7/2024 Miracle Mile Advisors LLC1,607,666$79.02M1.8%+5.4%7.242%
10/3/2024 Park Avenue Securities LLC57,648$2.83M0.0%N/A0.260%
10/3/2024Pacific Wealth Management513,195$25.22M11.7%+4.2%2.312%
10/2/2024 Lowe Wealth Advisors LLC1,785$88K0.0%-18.3%0.008%
9/5/2024Sanctuary Advisors LLC31,535$1.46M0.0%N/A0.142%
8/22/2024Cetera Investment Advisers153,217$7.18M0.0%+143.1%0.690%
8/16/2024Northwestern Mutual Wealth Management Co.3,417$160K0.0%+17.6%0.015%
8/16/2024Creative Planning167,994$7.87M0.0%-4.4%0.757%
8/14/2024Squarepoint Ops LLC9,916$465K0.0%N/A0.045%
8/14/2024Treynor Bancshares Inc.22,351$1.05M1.1%-48.5%0.101%
8/14/2024Bank of Montreal Can29,900$1.41M0.0%N/A0.135%
8/13/2024AE Wealth Management LLC46,082$2.16M0.0%N/A0.208%
8/9/2024Financial Life Advisors12,947$607K0.2%-3.7%0.058%
8/8/2024Wrapmanager Inc.54,761$2.57M0.7%+9.9%0.247%
8/8/2024LPL Financial LLC771,213$36.14M0.0%-1.0%3.474%
8/7/2024Liberty Wealth Management LLC12,418$582K0.0%N/A0.056%
8/7/2024Prudential PLC38,795$1.82M0.0%+11.3%0.175%
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8/6/2024Parcion Private Wealth LLC296,552$13.90M1.3%+1.5%1.336%
8/1/2024West Wealth Group LLC5,199$244K0.1%N/A0.023%
8/1/2024SeaBridge Investment Advisors LLC87,050$4.08M1.1%+4.1%0.392%
8/1/2024 Claro Advisors LLC4,989$234K0.0%N/A0.022%
7/31/2024Commonwealth Equity Services LLC88,970$4.17M0.0%+88.7%0.401%
7/30/2024Fonville Wealth Management LLC101,573$4.76M1.9%+34.7%0.458%
7/30/2024 International Assets Investment Management LLC1,960$92K0.0%N/A0.009%
7/29/2024 Ameritas Advisory Services LLC155,232$7.27M0.3%-3.8%0.699%
7/29/2024Migdal Insurance & Financial Holdings Ltd.215,189$10.08M0.2%+8.8%0.969%
7/29/2024Meitav Investment House Ltd.18,963$887K0.0%-2.5%0.085%
(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, 132 institutional investors and hedge funds held shares of iShares Aaa - A Rated Corporate Bond ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($113.04M), FMR LLC ($76.13M), Miracle Mile Advisors LLC ($75.87M), Wells Fargo & Company MN ($46.64M), Eastern Bank ($40.23M), Madison Asset Management LLC ($36.32M), and LPL Financial LLC ($36.14M).Learn more on QLTA's institutional investors.

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

Of the 114 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: Annex Advisory Services LLC ($2.42M), Miracle Mile Advisors LLC ($1.73M), FMR LLC ($1.55M), Wells Fargo & Company MN ($832.64K), Compass Ion Advisors LLC ($680.01K), Pacific Wealth Management ($535.59K), 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 12,356,809 shares in the last 24 months. This purchase volume represents approximately $587.70M in transactions.

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

Of the 65 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. ($497.36K), Curi Wealth Management LLC ($374.78K), Raymond James & Associates ($195.57K), Trust Co. of Virginia VA ($183.67K), Madison Asset Management LLC ($157.23K), and Ameritas Advisory Services LLC ($124.75K).

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

Institutional investors have sold a total of 3,551,903 shares in the last 24 months. This volume of shares sold represents approximately $165.64M in transactions.



This page (NYSEARCA:QLTA) was last updated on 1/21/2025 by MarketBeat.com Staff
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