ISHARES AAA - A RATED CORPOR (QLTA) Institutional Shareholders
ISHARES AAA - A RATED CORPOR (QLTA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $865.57M in QLTA holdings during the latest filing period.
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 $124.34M, representing an estimated loss of -2.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
173
Total Reported Value
$865.57M
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 | $124,336,624 | -$2,836,771 | -2.23% | |
| State Of New Jersey Common Pension Fund D | 0.28% | 1,750,000 | $83,160,000 | $81,305,000 | -$1,855,000 | -2.23% | |
| Mai Capital Management | 0.23% | 1,258,329 | $59,795,800 | $58,461,965 | -$1,333,835 | -2.23% | |
| Goldman Sachs Group Inc | 0.01% | 1,032,285 | $49,054,183 | $47,959,961 | -$1,094,222 | -2.23% | |
| Lpl Financial Llc | 0.01% | 646,806 | $30,736,226 | $30,050,607 | -$685,619 | -2.23% | |
| Compass Wealth Management, Llc/Ga | 11.72% | 618,752 | $29,403,097 | $28,747,218 | -$655,879 | -2.23% | |
| Ubs Group Ag | 0.00% | 535,554 | $25,449,527 | $24,881,839 | -$567,688 | -2.23% | |
| Bank Of America Corp | 0.00% | 523,448 | $24,874,242 | $24,319,394 | -$554,848 | -2.23% | |
| Onedigital Investment Advisors Llc | 0.21% | 513,062 | $24,380,702 | $23,836,861 | -$543,841 | -2.23% | |
| Raymond James Financial Inc | 0.01% | 488,447 | $23,210,995 | $22,693,248 | -$517,747 | -2.23% | |
| Ameriprise Financial Inc | 0.00% | 485,986 | $23,098,749 | $22,578,910 | -$519,839 | -2.25% | |
| Morgan Stanley | 0.00% | 484,966 | $23,045,629 | $22,531,520 | -$514,109 | -2.23% | |
| Mml Investors Services, Llc | 0.04% | 444,521 | $21,123,642 | $20,652,446 | -$471,196 | -2.23% | |
| Parcion Private Wealth Llc | 1.12% | 425,835 | $20,235,662 | $19,784,294 | -$451,368 | -2.23% | |
| Schroder Investment Management Group | 0.01% | 390,564 | $18,653,337 | $18,145,603 | -$507,734 | -2.72% | |
| Wells Fargo & Company/Mn | 0.00% | 328,051 | $15,588,978 | $15,241,249 | -$347,729 | -2.23% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | 283,943 | $13,492,971 | $13,191,992 | -$300,979 | -2.23% | |
| Jpmorgan Chase & Co | 0.00% | 276,488 | $13,205,091 | $12,845,632 | -$359,459 | -2.72% | |
| Madison Asset Management, Llc | 0.13% | 226,700 | $10,772,760 | $10,532,482 | -$240,278 | -2.23% | |
| Fonville Wealth Management Llc | 1.73% | 222,960 | $10,595,061 | $10,358,722 | -$236,339 | -2.23% | |
| Citadel Advisors Llc | 0.01% | 216,791 | $10,301,908 | $10,072,110 | -$229,798 | -2.23% | |
| Capstone Wealth Management Group, Llc | 3.58% | 213,160 | $10,129,346 | $9,903,414 | -$225,932 | -2.23% | |
| Sterling Investment Advisors Llc | 3.85% | 180,540 | $8,579,277 | $8,387,888 | -$191,389 | -2.23% | |
| Royal Bank Of Canada | 0.00% | 176,786 | $8,401,000 | $8,213,478 | -$187,522 | -2.23% | |
| Heck Capital Advisors, Llc | 0.47% | 165,932 | $7,885,101 | $7,709,201 | -$175,900 | -2.23% | |
| Colton Groome Financial Advisors, Llc | 1.82% | 158,695 | $7,541,205 | $7,372,970 | -$168,235 | -2.23% | |
| Jane Street Group, Llc | 0.00% | 156,377 | $7,431,035 | $7,265,275 | -$165,760 | -2.23% | |
| Susquehanna International Group, Llp | 0.01% | 145,803 | $6,928,559 | $6,774,007 | -$154,552 | -2.23% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 111,282 | $5,288,120 | $5,170,162 | -$117,958 | -2.23% | |
| Wrapmanager Inc | 1.65% | 111,141 | $5,281,420 | $5,163,611 | -$117,809 | -2.23% | |
| Procyon Advisors, Llc | 0.20% | 99,944 | $4,749,322 | $4,643,398 | -$105,924 | -2.23% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 97,860 | $4,650,353 | $4,546,576 | -$103,777 | -2.23% | |
| Glen Eagle Advisors, Llc | 0.59% | 97,827 | $4,648,732 | $4,545,042 | -$103,690 | -2.23% | |
| Climber Capital Sa | 2.71% | 117,982 | $4,433,887 | $5,481,444 | +$1,047,557 | +23.63% | |
| Integrated Wealth Concepts Llc | 0.02% | 91,020 | $4,325,209 | $4,228,789 | -$96,420 | -2.23% | |
| Midwest Professional Planners, Ltd. | 0.78% | 83,588 | $3,972,107 | $3,883,498 | -$88,609 | -2.23% | |
| Envestnet Asset Management Inc | 0.00% | 82,709 | $3,930,328 | $3,842,660 | -$87,668 | -2.23% | |
| Cetera Investment Advisers | 0.00% | 82,052 | $3,899,151 | $3,812,136 | -$87,015 | -2.23% | |
| Clear Creek Financial Management, Llc | 0.25% | 80,355 | $3,818,466 | $3,733,293 | -$85,173 | -2.23% | |
| Blackrock, Inc. | 0.00% | 80,074 | $3,805,116 | $3,720,238 | -$84,878 | -2.23% | |
| Centennial Bank/Ar/ | 1.20% | 78,573 | $3,733,789 | $3,650,502 | -$83,287 | -2.23% | |
| United Capital Financial Advisors, Llc | 0.02% | 77,477 | $3,682,697 | $3,599,581 | -$83,116 | -2.26% | |
| Assetmark, Inc | 0.01% | 68,872 | $3,272,797 | $3,199,793 | -$73,004 | -2.23% | |
| Catalyst Investment Management Llc | 2.88% | 66,896 | $3,178,898 | $3,107,988 | -$70,910 | -2.23% | |
| Northcrest Asset Manangement, Llc | 0.08% | 64,170 | $3,017,273 | $2,981,338 | -$35,935 | -1.19% | |
| Hightower Advisors, Llc | 0.00% | 63,312 | $3,008,570 | $2,941,476 | -$67,094 | -2.23% | |
| Petra Financial Advisors Inc | 1.34% | 61,017 | $2,899,545 | $2,834,850 | -$64,695 | -2.23% | |
| Isthmus Partners, Llc | 0.28% | 59,976 | $2,850,060 | $2,786,485 | -$63,575 | -2.23% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 59,840 | $2,843,597 | $2,780,166 | -$63,431 | -2.23% | |
| Cornerstone Financial Group, Llc | 1.67% | 57,019 | $2,709,528 | $2,649,103 | -$60,425 | -2.23% |
Frequently asked questions about QLTA
Who owns the most QLTA stock?
The largest holders of QLTA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES AAA - A RATED CORPOR (QLTA).
Is QLTA widely held by superinvestors?
Many widely followed stocks like QLTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QLTA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.