ISHARES AAA - A RATED CORPOR QLTA
$47.33
+0.1% 52w: $45.24 – $47.89
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.2446.5647.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
187
-5 QoQ
13F value
$1.16B
-2.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns QLTA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $108.2M | 0.0% | +12.2% |
| FMR LLC | Long only active | 2.3M | $108.2M | 0.0% | 0.0% |
| Composition Wealth, LLC | Wealth advisor | 2.3M | $108.1M | 1.5% | +11.8% |
| LPL Financial LLC | Bank broker | 1.4M | $66.4M | 0.0% | -12.4% |
| MAI Capital Management | Wealth advisor | 1.2M | $55.2M | 0.3% | +5.7% |
| HighTower Advisors, LLC | Diversified mechanical | 1.2M | $54.7M | 0.1% | +8.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 967.2K | $46.0M | 0.0% | -13.0% |
| MORGAN STANLEY | Bank broker | 796.2K | $37.9M | 0.0% | +5.1% |
| UBS Group AG | Bank broker | 653.9K | $31.1M | 0.0% | +27.6% |
| Compass Wealth Management, LLC/GA | Wealth advisor | 650.4K | $31.0M | 13.2% | -3.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 589.3K | $28.0M | 0.0% | +6.9% |
| Cetera Investment Advisers | Wealth advisor | 534.5K | $25.4M | 0.0% | -9.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 460.1K | $21.9M | 0.1% | +59.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 458.0K | $21.8M | 0.0% | +9.5% |
| Parcion Private Wealth LLC | Wealth advisor | 410.8K | $19.5M | 1.2% | +3.1% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 399.4K | $19.0M | 2.9% | -10.8% |
| JPMORGAN CHASE & CO | Bank broker | 393.1K | $18.6M | 0.0% | +22.7% |
| Betterment LLC | Wealth advisor | 377.2K | $17.9M | 0.0% | +9.5% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 350.0K | $16.7M | 0.1% | -53.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 322.4K | $15.3M | 0.0% | -31.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 268.3K | $12.8M | 0.0% | -17.1% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 268.3K | $12.8M | 0.1% | +2.4% |
| Kelly Financial Services LLC | Wealth advisor | 250.9K | $12.0M | 2.9% | -7.2% |
| ASSETMARK, INC | Wealth advisor | 243.6K | $11.6M | 0.0% | -10.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 219.2K | $10.4M | 0.1% | -16.1% |
| Fonville Wealth Management LLC | Wealth advisor | 214.4K | $10.2M | 1.9% | +8.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 200.1K | $9.5M | 0.2% | +252.2% |
| Madison Asset Management, LLC | Other | 197.8K | $9.4M | 0.1% | +5.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 183.8K | $8.7M | 0.1% | +54.4% |
| ROYAL BANK OF CANADA | Bank broker | 174.3K | $8.3M | 0.0% | +1.6% |
| STERLING INVESTMENT ADVISORS LLC /ADV | Wealth advisor | 172.6K | $8.2M | 3.9% | +2.3% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | Wealth advisor | 157.8K | $7.5M | 2.1% | +0.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 147.4K | $7.0M | 0.0% | +153.7% |
| Heck Capital Advisors, LLC | Wealth advisor | 140.9K | $6.7M | 0.5% | +0.6% |
| JANE STREET GROUP, LLC | Market maker | 127.4K | $6.1M | 0.0% | New |
| Creative Planning | Wealth advisor | 119.5K | $5.7M | 0.0% | -9.6% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 111.3K | $5.3M | 0.1% | -44.3% |
| WRAPMANAGER INC | Wealth advisor | 108.8K | $5.2M | 1.8% | +33.2% |
| Procyon Advisors, LLC | Wealth advisor | 107.3K | $5.1M | 0.3% | -12.7% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 101.2K | $4.8M | 2.0% | New |
| Climber Capital SA | Wealth advisor | 94.3K | $4.4M | 2.9% | -19.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 91.0K | $4.3M | 0.0% | -1.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 91.0K | $4.3M | 0.0% | -9.8% |
| BlackRock, Inc. | Index provider | 81.9K | $3.9M | 0.0% | +123.5% |
| Catalyst Investment Management LLC | Wealth advisor | 81.3K | $3.9M | 4.3% | -13.2% |
| Clear Creek Financial Management, LLC | Wealth advisor | 79.4K | $3.8M | 0.3% | +20.3% |
| Glen Eagle Advisors, LLC | Wealth advisor | 78.9K | $3.8M | 0.5% | +20.0% |
| Midwest Professional Planners, LTD. | Other | 78.9K | $3.8M | 0.9% | +6.1% |
| Centennial Bank/AR/ | Wealth advisor | 78.1K | $3.7M | 1.3% | +642.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 77.5K | $3.7M | 0.0% | +43.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.