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Get Institutions for : 
Ishares Aaa A Rated Corporate Bond Fund (QLTA)  
$46.68 0.09 (0.19%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 10,338,695  
% of shares held : 
 40.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 183,935  
% of shares held change : 
   0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 366,785
 3.55%
 
Increased Positions :
40
 1,225,041
 11.85%
 
Unchanged Positions :
36
 858,940
 8.31%
 
Decreased Positions :
46
-1,080,037
-10.45%
 
Closed Positions :
6
-327,854
-3.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Miracle Mile Advisors LLC 16 - 2024-03-31 1,361,263 $64,633,000 -33,791
   MADISON ASSET MANAGEMENT LLC 54 - 2024-03-31 950,827 $45,145,000 196,125
   EASTERN BANK 13 *New 2024-03-31 791,961 $37,602,000 791,961
   LPL FINANCIAL CORP 659 - 2024-03-31 778,782 $36,977,000 379,680
   HIGHTOWER ADVISORS, LLC 390 - 2024-03-31 590,283 $28,030,000 39,086
   Pacific Wealth Management 2 - 2024-03-31 453,957 $21,849,000 0
   WELLS FARGO & CO/MN 1139 - 2024-03-31 404,648 $19,213,000 -564,302
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 657 - 2024-03-31 292,553 $13,890,000 15,153
   Parcion Private Wealth LLC 17 - 2024-03-31 292,055 $13,867,000 -9,906
   BAILARD BIEHL & KAISER INC 59 - 2024-03-31 282,411 $13,409,000 -2,246
   BANK OF AMERICA CORP /DE/ 2250 - 2024-03-31 274,681 $13,042,000 28,181
   Stratos Wealth Partners LTD. 100 *New 2024-03-31 273,091 $12,966,000 273,091
   UBS Group AG 1442 - 2024-03-31 272,165 $12,922,000 -8,437
   MORGAN STANLEY 3205 - 2024-03-31 240,510 $11,419,000 15,037
   Migdal Insurance & Financial Holdings Ltd. 82 - 2024-03-31 197,770 $9,390,000 28,005
   ROYAL BANK OF CANADA 1535 - 2024-03-31 192,385 $9,134,000 -107,582
   APEX INVESTMENT SERVICES, INC. 14 - 2024-03-31 191,895 $9,111,000 4,572
   AMERIPRISE FINANCIAL INC 1837 - 2024-03-31 188,721 $8,960,000 -53,682
   CREATIVE PLANNING 455 - 2024-03-31 175,667 $8,341,000 -11,245
   Ameritas Advisory Services LLC 64 - 2024-03-31 161,443 $7,665,000 21,917
   COLTON GROOME FINANCIAL ADVISORS LLC 6 - 2024-03-31 157,472 $7,477,000 10,079
   Kuntz Lesher Capital LLC 29 - 2024-03-31 151,936 $7,214,000 4,576
   STERLING INVESTMENT ADVISORS LLC /ADV 8 - 2024-03-31 146,724 $6,966,000 4,662
   Integrated Advisors Network LLC 87 - 2024-03-31 124,696 $5,921,000 -50,822
   MERCER GLOBAL ADVISORS INC /ADV 435 *New 2024-03-31 117,409 $5,575,000 117,409
   NOMURA ASSET MANAGEMENT CO LTD 580 - 2024-03-31 85,800 $4,074,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC 31 - 2024-03-31 83,656 $3,972,000 1,945
   LFA - Lugano Financial Advisors SA 9 - 2024-03-31 83,126 $3,947,000 140
   NorthCrest Asset Manangement LLC 158 - 2024-03-31 82,289 $3,907,000 -12,166
   Fonville Wealth Management LLC 23 - 2024-03-31 75,387 $3,579,000 26,205
   Integrated Wealth Concepts LLC 338 - 2024-03-31 74,427 $3,534,000 8,137
   PALLADIEM LLC 10 - 2023-09-30 68,735 $3,099,000 6,470
   Cetera Investment Advisers 1277 - 2024-03-31 63,034 $2,993,000 -3,303
   J P MORGAN CHASE & CO 2810 - 2024-03-31 55,560 $2,638,000 -24,623
   MULTIFINANCIAL SECURITIES CORP 695 - 2024-03-31 55,145 $2,618,000 34,824
   HANOVER ADVISORS INC 11 - 2024-03-31 52,789 $2,506,000 8,004
   Buckingham Strategic Partners 142 *New 2024-03-31 50,389 $2,392,000 50,389
   WRAPMANAGER INC 36 - 2024-03-31 49,811 $2,365,000 7,149
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1158 - 2024-03-31 49,160 $2,334,000 6,715
   COMMONWEALTH EQUITY SERVICES LLC. 1690 - 2024-03-31 47,150 $2,239,000 18,648
   CAMBIAR INVESTORS LLC 127 - 2024-03-31 44,049 $2,091,000 -2,135
   Treynor Bancshares Inc. 26 - 2024-03-31 43,402 $2,061,000 2,047
   Dynamic Advisors Solutions LLC 293 - 2024-03-31 42,994 $2,041,000 -3,793
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1205 - 2024-03-31 41,609 $1,976,000 -67,237
   Sugarloaf Wealth Management LLC 37 - 2024-03-31 39,952 $1,897,000 3,202
   ESL Trust Services LLC 12 - 2024-03-31 37,439 $1,778,000 11,405
   PRUDENTIAL CORP PLC 431 - 2024-03-31 34,845 $1,654,000 -760
   Change Path LLC 262 - 2024-03-31 34,722 $1,649,000 16,368
   ShoreHaven Wealth Partners LLC 35 - 2024-03-31 25,713 $1,221,000 -10,228
   CYNOSURE MANAGEMENT LLC 56 - 2024-03-31 25,081 $1,191,000 0
   RAYMOND JAMES & ASSOCIATES 2475 - 2024-03-31 24,786 $1,177,000 -2,643
   ENVESTNET ASSET MANAGEMENT INC 2942 - 2024-03-31 23,336 $1,108,000 -7,251
   Bigelow Investment Advisors LLC 59 - 2024-03-31 21,967 $1,043,000 -1,023
   Advisor Group Holdings Inc. 2289 - 2024-03-31 21,716 $1,031,000 -24,996
   H D Vest Advisory Services 741 - 2024-03-31 21,214 $1,007,000 659
   Dynamic Wealth Strategies LLC 22 - 2024-03-31 20,350 $966,000 -521
   Brookstone Capital Management 500 - 2024-03-31 19,756 $938,000 -550
   MEITAV DASH INVESTMENTS LTD 143 - 2024-03-31 19,442 $922,000 -969
   JANE STREET GROUP LLC 3190 - 2024-03-31 19,136 $909,000 19,136
   STIFEL FINANCIAL CORP 2266 - 2024-03-31 18,297 $869,000 2,223
   PICTET ASSET MANAGEMENT SA 1029 - 2023-06-30 17,500 $826,000 0
   Sunflower Bank N.A. 50 - 2024-03-31 15,900 $755,000 0
   WEALTHSOURCE PARTNERS LLC 253 - 2023-12-31 14,199 $683,000 2,923
   Snowden Capital Advisors LLC 626 - 2024-03-31 13,846 $657,000 276
   FINANCIAL LIFE ADVISORS 31 - 2024-03-31 13,442 $638,000 -22,519
   PETRA FINANCIAL ADVISORS INC 67 - 2024-03-31 13,152 $624,000 1,574
   Beaumont Financial Advisors LLC 181 - 2024-03-31 12,863 $611,000 -21
   Fundamentun LLC 131 - 2024-03-31 11,852 $563,000 -464,032
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 563 - 2024-03-31 11,895 $559,000 0
   Atria Wealth Solutions Inc. 1254 - 2024-03-31 10,588 $503,000 -270
   MONTECITO BANK & TRUST 177 - 2024-03-31 10,363 $492,000 10,363
   AMG NATIONAL TRUST BANK 336 - 2024-03-31 10,350 $491,000 -250
   Advisor Resource Council 116 - 2024-03-31 10,202 $491,000 -88,383
   SHELTER MUTUAL INSURANCE CO 57 - 2024-03-31 10,000 $475,000 0
   GEM Asset Management LLC 44 - 2024-03-31 9,820 $453,000 1,900
   Quadrant Private Wealth Management LLC 152 - 2024-03-31 9,049 $430,000 -4,871
   PINNACLE FINANCIAL PARTNERS INC 345 - 2024-03-31 8,159 $387,000 549
   Envestnet Portfolio Solutions Inc. 1238 - 2024-03-31 7,945 $377,000 1,623
   MEADOW CREEK WEALTH ADVISORS LLC 88 - 2024-03-31 7,737 $367,000 -41
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1787 - 2024-03-31 7,530 $358,000 0
   MML INVESTORS SERVICES LLC 1988 - 2024-03-31 7,467 $355,000 -1,315
   Kathleen S. Wright Associates Inc. 86 - 2024-03-31 6,898 $328,000 -456
   TRANSATLANTIQUE PRIVATE WEALTH LLC 183 - 2024-03-31 6,358 $302,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2311 *New 2024-03-31 6,117 $290,000 6,117
   Simplicity WealthLLC 933 *New 2024-03-31 6,022 $286,000 6,022
   Fortune Financial Advisors LLC 117 - 2024-03-31 5,645 $268,000 -322
   Summit X LLC 172 - 2024-03-31 5,433 $258,000 -5,359
   BB&T CORP 2340 - 2024-03-31 5,389 $256,000 25
   STEPHENS INC /AR/ 1073 - 2024-03-31 5,261 $250,000 0
   Acorn Wealth Advisors LLC 170 - 2024-03-31 5,110 $243,000 -49
   Running Point Capital Advisors LLC 84 - 2024-03-31 5,089 $242,000 0
   HSBC HOLDINGS PLC 2241 - 2024-03-31 4,541 $216,000 -1,199
   Kestra Advisory Services LLC 2211 - 2024-03-31 4,534 $215,000 343
   Farther Finance Advisors LLC 740 - 2024-03-31 3,582 $168,000 -108
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1679 - 2024-03-31 2,905 $138,000 791
   FinTrust Capital Advisors LLC 340 - 2024-03-31 2,824 $134,000 0
   Lowe fs LLC 71 - 2024-03-31 2,415 $115,000 50
   PRIVATE TRUST CO NA 895 - 2024-03-31 1,941 $92,000 -90
   FMR LLC 3152 - 2024-03-31 1,942 $92,000 -359
   US BANCORP 2570 - 2024-03-31 1,314 $62,000 554
  100 Records found
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