QLTA Institutional Ownership & Shareholders
ISHARES AAA - A RATED CORPOR (QLTA) is currently held by 163 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $859.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Composition Wealth, Llc is currently the largest disclosed institutional shareholder of QLTA tracked by InsiderSet, reporting ownership valued at approximately $127.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $122.84M, representing an estimated loss of -3.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed QLTA value among the investors covered in this analysis. Major shareholders include Composition Wealth, Llc, State Of New Jersey Common Pension Fund D, Mai Capital Management, and several other long-term asset managers with concentrated positions in ISHARES AAA - A RATED CORPOR (QLTA).
This page ranks the largest institutional QLTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
163
Total Reported Value
$859.58M
Largest Holder
Composition Wealth, Llc
Largest Position
$127.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Composition Wealth, Llc | 1.49% | 2,676,208 | $127,173,395 | $122,837,947 | -$4,335,448 | -3.41% | |
| State Of New Jersey Common Pension Fund D | 0.28% | 1,750,000 | $83,160,000 | $80,325,000 | -$2,835,000 | -3.41% | |
| Mai Capital Management | 0.23% | 1,258,329 | $59,795,800 | $57,757,301 | -$2,038,499 | -3.41% | |
| Goldman Sachs Group Inc | 0.01% | 1,032,285 | $49,054,183 | $47,381,882 | -$1,672,302 | -3.41% | |
| Betterment Llc | 0.06% | 780,865 | $37,107,000 | $35,841,704 | -$1,265,297 | -3.41% | |
| Lpl Financial Llc | 0.01% | 646,806 | $30,736,226 | $29,688,395 | -$1,047,831 | -3.41% | |
| Compass Wealth Management, Llc/Ga | 11.72% | 618,752 | $29,403,097 | $28,400,717 | -$1,002,380 | -3.41% | |
| Ubs Group Ag | 0.00% | 535,554 | $25,449,527 | $24,581,929 | -$867,598 | -3.41% | |
| Bank Of America Corp | 0.00% | 523,448 | $24,874,242 | $24,026,263 | -$847,979 | -3.41% | |
| Onedigital Investment Advisors Llc | 0.21% | 513,062 | $24,380,702 | $23,549,546 | -$831,156 | -3.41% | |
| Raymond James Financial Inc | 0.01% | 488,447 | $23,210,995 | $22,419,717 | -$791,278 | -3.41% | |
| Ameriprise Financial Inc | 0.00% | 485,986 | $23,098,749 | $22,306,757 | -$791,992 | -3.43% | |
| Morgan Stanley | 0.00% | 484,966 | $23,045,629 | $22,259,939 | -$785,690 | -3.41% | |
| Mml Investors Services, Llc | 0.04% | 444,521 | $21,123,642 | $20,403,514 | -$720,128 | -3.41% | |
| Parcion Private Wealth Llc | 1.09% | 447,984 | $20,154,790 | $20,562,466 | +$407,676 | +2.02% | |
| Schroder Investment Management Group | 0.01% | 390,564 | $18,653,337 | $17,926,888 | -$726,449 | -3.89% | |
| Wells Fargo & Company/Mn | 0.00% | 328,051 | $15,588,978 | $15,057,541 | -$531,437 | -3.41% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | 283,943 | $13,492,971 | $13,032,984 | -$459,987 | -3.41% | |
| Jpmorgan Chase & Co | 0.00% | 276,488 | $13,205,091 | $12,690,799 | -$514,292 | -3.89% | |
| Madison Asset Management, Llc | 0.13% | 226,700 | $10,772,760 | $10,405,530 | -$367,230 | -3.41% | |
| Citadel Advisors Llc | 0.01% | 216,791 | $10,301,908 | $9,950,707 | -$351,201 | -3.41% | |
| Capstone Wealth Management Group, Llc | 3.58% | 213,160 | $10,129,346 | $9,784,044 | -$345,302 | -3.41% | |
| Fonville Wealth Management Llc | 1.52% | 224,640 | $10,106,552 | $10,310,976 | +$204,424 | +2.02% | |
| Royal Bank Of Canada | 0.00% | 176,786 | $8,401,000 | $8,114,477 | -$286,523 | -3.41% | |
| Sterling Investment Advisors Llc | 3.67% | 185,647 | $8,352,286 | $8,521,197 | +$168,911 | +2.02% | |
| Heck Capital Advisors, Llc | 0.45% | 181,339 | $8,158,460 | $8,323,460 | +$165,000 | +2.02% | |
| Colton Groome Financial Advisors, Llc | 1.77% | 167,672 | $7,543,547 | $7,696,145 | +$152,598 | +2.02% | |
| Jane Street Group, Llc | 0.00% | 156,377 | $7,431,035 | $7,177,704 | -$253,331 | -3.41% | |
| Susquehanna International Group, Llp | 0.01% | 145,803 | $6,928,559 | $6,692,358 | -$236,201 | -3.41% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 111,282 | $5,288,120 | $5,107,844 | -$180,276 | -3.41% | |
| Wrapmanager Inc | 1.65% | 111,141 | $5,281,420 | $5,101,372 | -$180,048 | -3.41% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 97,860 | $4,650,353 | $4,491,774 | -$158,579 | -3.41% | |
| Glen Eagle Advisors, Llc | 0.59% | 97,827 | $4,648,732 | $4,490,259 | -$158,473 | -3.41% | |
| Procyon Advisors, Llc | 0.20% | 102,627 | $4,617,173 | $4,710,579 | +$93,406 | +2.02% | |
| Integrated Wealth Concepts Llc | 0.03% | 91,019 | $4,325,211 | $4,177,772 | -$147,439 | -3.41% | |
| Climber Capital Sa | 2.47% | 119,166 | $4,042,189 | $5,469,719 | +$1,427,530 | +35.32% | |
| Envestnet Asset Management Inc | 0.00% | 82,709 | $3,930,328 | $3,796,343 | -$133,985 | -3.41% | |
| Cetera Investment Advisers | 0.00% | 82,052 | $3,899,151 | $3,766,187 | -$132,964 | -3.41% | |
| Blackrock, Inc. | 0.00% | 80,074 | $3,805,116 | $3,675,397 | -$129,719 | -3.41% | |
| Centennial Bank/Ar/ | 1.20% | 78,573 | $3,733,789 | $3,606,501 | -$127,288 | -3.41% | |
| Clear Creek Financial Management, Llc | 0.28% | 81,286 | $3,657,077 | $3,731,027 | +$73,950 | +2.02% | |
| Midwest Professional Planners, Ltd. | 0.71% | 80,086 | $3,603,073 | $3,675,947 | +$72,874 | +2.02% | |
| Flow Traders U.S. Llc | 0.14% | 71,389 | $3,392,000 | $3,276,755 | -$115,245 | -3.40% | |
| Thrivent Financial For Lutherans | 0.01% | 65,629 | $3,119,000 | $3,012,371 | -$106,629 | -3.42% | |
| Petra Financial Advisors Inc | 1.34% | 61,017 | $2,899,545 | $2,800,680 | -$98,865 | -3.41% | |
| Northcrest Asset Manangement, Llc | 0.07% | 63,360 | $2,858,170 | $2,908,224 | +$50,054 | +1.75% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 62,740 | $2,822,673 | $2,879,766 | +$57,093 | +2.02% | |
| Cornerstone Financial Group, Llc | 1.67% | 57,019 | $2,709,528 | $2,617,172 | -$92,356 | -3.41% | |
| Isthmus Partners, Llc | 0.26% | 59,413 | $2,672,991 | $2,727,057 | +$54,066 | +2.02% | |
| Northrock Partners, Llc | 0.04% | 54,782 | $2,603,241 | $2,514,494 | -$88,747 | -3.41% |
Frequently asked questions about QLTA
Who are the largest institutional holders of QLTA?
The largest institutional holders of QLTA reported in the latest SEC Form 13F filings include Composition Wealth, Llc, State Of New Jersey Common Pension Fund D, Mai Capital Management, Goldman Sachs Group Inc, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported QLTA position.
What is QLTA institutional ownership?
This page tracks QLTA positions reported by institutional investment managers through SEC Form 13F. ISHARES AAA - A RATED CORPOR (QLTA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QLTA?
InsiderSet currently tracks 163 institutional managers reporting QLTA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QLTA shareholders.
How much QLTA stock do institutions own?
Institutional investment managers disclosed approximately $859.58M in QLTA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QLTA institutional ownership last updated?
The latest QLTA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QLTA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QLTA position after the reporting date.
Are institutions buying or selling QLTA?
Institutional buying and selling can be analyzed by comparing QLTA positions across consecutive 13F reporting periods. InsiderSet's QLTA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QLTA ownership changes.
How has QLTA institutional ownership changed over time?
InsiderSet tracks QLTA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.