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Ishares AAA - A Rated Corpor (QLTA)

CUSIP: 46429B291 | NYSE | 535 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

State of New Jersey Common Pension Fund D500,000
0.1% of portfolio›$22.5M
Parcion Private Wealth LLC447,984
1.1% of portfolio›$20.2M
Fonville Wealth Management LLC224,640
1.5% of portfolio›$10.1M
Sterling Investment Advisors LLC185,647
3.7% of portfolio›$8.4M
Heck Capital Advisors, LLC181,339
0.4% of portfolio›$8.2M
Colton Groome Financial Advisors, LLC167,672
1.8% of portfolio›$7.5M
Climber Capital SA119,166
2.5% of portfolio›$4.0M
Procyon Advisors, LLC102,627
0.2% of portfolio›$4.6M
Clear Creek Financial Management, LLC81,286
0.3% of portfolio›$3.7M
Midwest Professional Planners, Ltd.80,086
0.7% of portfolio›$3.6M
Creative Planning78,656
0.0% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC67,695
0.0% of portfolio›$195.6K
NorthCrest Asset Manangement, LLC63,360
0.1% of portfolio›$2.9M
Mirae Asset Global Investments Co., Ltd.62,740
0.0% of portfolio›$2.8M
Isthmus Partners, LLC59,413
0.3% of portfolio›$2.7M
Shuttleworth & Co57,109
2.1% of portfolio›$2.6M
Commonwealth Equity Services, LLC39,059
0.0% of portfolio›$1.8M
Bdfs Capital LLC33,463
0.7% of portfolio›$1.5M
RKL Wealth Management LLC33,003
0.1% of portfolio›$1.5M
LFA - Lugano Financial Advisors SA32,980
0.9% of portfolio›$1.5M
Diversify Wealth Management, LLC27,239
0.0% of portfolio›$1.2M
Diversify Advisory Services, LLC27,239
0.0% of portfolio›$1.2M
Dynamic Wealth Strategies, LLC26,898
0.6% of portfolio›$1.2M
Bigelow Investment Advisors, LLC26,134
0.4% of portfolio›$1.2M
Cambiar Investors LLC18,384
0.0% of portfolio›$827.1K
Kestra Advisory Services, LLC18,324
0.0% of portfolio›$824.4K
Cambridge Investment Research Advisors, Inc.16,064
0.0% of portfolio›$723
Beaumont Financial Advisors, LLC12,842
0.0% of portfolio›$577.8K
Montecito Bank & Trust12,804
0.1% of portfolio›$576.1K
Compass Wealth Management, LLC12,802
0.2% of portfolio›$576.0K
Simplicity Wealth,LLC12,326
0.0% of portfolio›$554.6K
Global Assets Advisory, LLC12,297
0.1% of portfolio›$550.4K
StoneX Group Inc.10,110
0.0% of portfolio›$462.4K
Quadrant Private Wealth Management, LLC9,502
0.1% of portfolio›$427.5K
Park Avenue Securities LLC8,451
0.0% of portfolio›$380
Elevation Point Wealth Partners, LLC8,240
0.0% of portfolio›$370.7K
Pacific Wealth Management7,499
0.1% of portfolio›$337.4K
Weaver Consulting Group6,852
0.1% of portfolio›$308.3K
Argyle Capital Partners, LLC5,801
0.2% of portfolio›$261.0K
Wealthcare Advisory Partners LLC5,743
0.0% of portfolio›$258.4K
GC Wealth Management RIA, LLC5,223
0.0% of portfolio›$235.0K
Detalus Advisors, LLC5,149
0.0% of portfolio›$231.7K
Professional Financial Advisors, LLC5,012
0.0% of portfolio›$225.5K
Meitav Investment House LTD4,989
0.0% of portfolio›$223.1K
Leuthold Group, LLC4,867
0.0% of portfolio›$219.0K
Meadow Creek Wealth Advisors LLC4,584
0.1% of portfolio›$206.2K
Private Trust Co NA3,602
0.0% of portfolio›$162.1K
Farther Finance Advisors, LLC2,995
0.0% of portfolio›$134.8K
Eastern Bank2,082
0.0% of portfolio›$93.7K
IFP Advisors, Inc1,445
0.0% of portfolio›$65.0K
Y.D. More Investments Ltd328
0.0% of portfolio›$14.8K
Mascoma Wealth Management LLC300
0.0% of portfolio›$13.5K
Compass Financial Management LLC263
0.0% of portfolio›$11.8K
Golden State Wealth Management, LLC256
0.0% of portfolio›$11.6K
Physician Wealth Advisors, Inc.210
0.0% of portfolio›$9.4K
Assetmark, Inc177
0.0% of portfolio›$8.0K
Latitude Advisors, LLC79
0.0% of portfolio›$3.6K
Quest 10 Wealth Builders, Inc.48
0.0% of portfolio›$2.1K
Westside Investment Management, Inc.48
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
State of New Jersey Common Pension Fund D
500,000$22.5M0.1%CoreLowTrenton, NJ2026-11-05
Parcion Private Wealth LLC
447,984$20.2M1.1%CoreMediumBellevue, WA2026-10-28
Fonville Wealth Management LLC
224,640$10.1M1.5%ETFVery LowRichmond, VA2026-10-28
Sterling Investment Advisors LLC
185,647$8.4M3.7%ETFVery LowBolivar, MO2026-10-27
Heck Capital Advisors, LLC
181,339$8.2M0.4%ETFMediumRhinelander, WI2026-10-14
Colton Groome Financial Advisors, LLC
167,672$7.5M1.8%ETFLowAsheville, NC2026-10-06
Climber Capital SA
119,166$4.0M2.5%ETFLowNyon, Switzerland2026-10-20
Procyon Advisors, LLC
102,627$4.6M0.2%CoreVery LowShelton, CT2026-10-21
Clear Creek Financial Management, LLC
81,286$3.7M0.3%ETFMediumSilverdale, WA2026-10-28
Midwest Professional Planners, Ltd.
80,086$3.6M0.7%GrowthMediumWausau, WI2026-10-29
Creative Planning
78,656$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
67,695$195.6K0.0%CoreLowPlymouth, MN2026-10-13
NorthCrest Asset Manangement, LLC
63,360$2.9M0.1%GrowthLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
62,740$2.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Isthmus Partners, LLC
59,413$2.7M0.3%ValueMediumMadison, WI2026-10-21
Shuttleworth & Co
57,109$2.6M2.1%GrowthLowPowell, OH2026-10-30
Commonwealth Equity Services, LLC
39,059$1.8M0.0%ETFLowWaltham, MA2026-11-02
Bdfs Capital LLC
33,463$1.5M0.7%ETFLowRehoboth Beach, DE2026-10-14
RKL Wealth Management LLC
33,003$1.5M0.1%ETFVery LowLancaster, PA2026-10-16
LFA - Lugano Financial Advisors SA
32,980$1.5M0.9%ETFLowLugano, Switzerland2026-11-03
Diversify Wealth Management, LLC
27,239$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
27,239$1.2M0.0%GrowthLowSandy, UT2026-10-20
Dynamic Wealth Strategies, LLC
26,898$1.2M0.6%ETFLowGranite Bay, CA2026-10-16
Bigelow Investment Advisors, LLC
26,134$1.2M0.4%ETFLowPortland, ME2026-10-13
Cambiar Investors LLC
18,384$827.1K0.0%ValueMediumDenver, CO2026-11-04
Kestra Advisory Services, LLC
18,324$824.4K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
16,064$7230.0%ETFLowFairfield, IA2026-11-02
Beaumont Financial Advisors, LLC
12,842$577.8K0.0%GrowthMediumNeedham, MA2026-10-22
Montecito Bank & Trust
12,804$576.1K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Compass Wealth Management, LLC
12,802$576.0K0.2%ETFMediumAtlanta, GA2026-10-30
Simplicity Wealth,LLC
12,326$554.6K0.0%ETFLowSummit, NJ2026-10-23
Global Assets Advisory, LLC
12,297$550.4K0.1%GrowthHighOrlando, FL2026-10-28
StoneX Group Inc.
10,110$462.4K0.0%ETFMediumNew York, NY2026-11-03
Quadrant Private Wealth Management, LLC
9,502$427.5K0.1%GrowthLowCenter Valley, PA2026-11-04
Park Avenue Securities LLC
8,451$3800.0%ETFMediumNew York, NY2026-10-26
Elevation Point Wealth Partners, LLC
8,240$370.7K0.0%CoreHighDenver, CO2026-11-05
Pacific Wealth Management
7,499$337.4K0.1%ETFLowSan Diego, CA2026-10-05
Weaver Consulting Group
6,852$308.3K0.1%ETFLowHuntington Beach, CA2026-10-07
Argyle Capital Partners, LLC
5,801$261.0K0.2%CoreLowLos Angeles, CA2026-10-23
Wealthcare Advisory Partners LLC
5,743$258.4K0.0%ETFLowWest Chester, PA2026-10-21
GC Wealth Management RIA, LLC
5,223$235.0K0.0%GrowthMediumCambridge, MA2026-11-02
Detalus Advisors, LLC
5,149$231.7K0.0%ETFLowSt. Louis, MO2026-10-15
Professional Financial Advisors, LLC
5,012$225.5K0.0%ETFMediumNorth Platte, NE2026-10-13
Meitav Investment House LTD
4,989$223.1K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Leuthold Group, LLC
4,867$219.0K0.0%ValueMediumMinneapolis, MN2026-11-04
Meadow Creek Wealth Advisors LLC
4,584$206.2K0.1%CoreLowAtlanta, GA2026-11-02
Private Trust Co NA
3,602$162.1K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
2,995$134.8K0.0%IndexLowSan Francisco, CA2026-10-08
Eastern Bank
2,082$93.7K0.0%GrowthMediumBoston, MA2026-10-05
IFP Advisors, Inc
1,445$65.0K0.0%GrowthLowTampa, FL2026-10-16
Y.D. More Investments Ltd
328$14.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Mascoma Wealth Management LLC
300$13.5K0.0%ETFVery LowHanover, NH2026-10-23
Compass Financial Management LLC
263$11.8K0.0%CoreN/ATampa, FL2026-10-30
Golden State Wealth Management, LLC
256$11.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Physician Wealth Advisors, Inc.
210$9.4K0.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
177$8.0K0.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
79$3.6K0.0%ETFLowYorkville, IL2026-10-27
Quest 10 Wealth Builders, Inc.
48$2.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Westside Investment Management, Inc.
48$2.2K0.0%GrowthLowSanta Monica, CA2026-11-02