Who owns iShares Aaa - A Rated Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QLTA from SEC Form 13F filings across 178 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 178 institutions disclosed 19.4M shares of iShares Aaa - A Rated Corporate Bond ETF worth $918.5M — about 57.6% of shares outstanding; the largest disclosed holder is Composition Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
178
13F holders
$918.5M
value, 2026 filers
57.6%
of shares outstanding (19.4M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QLTA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Composition Wealth, LLC | 2.7M | $127.2M | 1.5% | 7.9% | +17.9% |
| 2 | State of New Jersey Common Pension Fund D | 1.8M | $83.2M | 0.3% | 5.2% | +400.0% |
| 3 | MAI Capital Management | 1.3M | $59.8M | 0.2% | 3.7% | +8.5% |
| 4 | GOLDMAN SACHS GROUP INCNEW | 1.0M | $49.1M | 0.0% | 3.1% | new |
| 5 | Betterment LLC | 780,865 | $37.1M | 0.1% | 2.3% | +107.0% |
| 6 | LPL Financial LLC | 646,806 | $30.7M | 0.0% | 1.9% | -53.6% |
| 7 | Compass Wealth Management, LLC/GA | 618,752 | $29.4M | 11.7% | 1.8% | -4.9% |
| 8 | UBS Group AG | 535,554 | $25.4M | 0.0% | 1.6% | -18.1% |
| 9 | BANK OF AMERICA CORP /DE/ | 523,448 | $24.9M | 0.0% | 1.6% | -45.9% |
| 10 | OneDigital Investment Advisors LLC | 513,062 | $24.4M | 0.2% | 1.5% | +179.2% |
| 11 | RAYMOND JAMES FINANCIAL INC | 488,447 | $23.2M | 0.0% | 1.4% | +6.6% |
| 12 | AMERIPRISE FINANCIAL INC | 485,986 | $23.1M | 0.0% | 1.4% | -17.5% |
| 13 | MORGAN STANLEY | 484,966 | $23.0M | 0.0% | 1.4% | -39.1% |
| 14 | MML INVESTORS SERVICES, LLC | 444,521 | $21.1M | 0.0% | 1.3% | -3.4% |
| 15 | Parcion Private Wealth LLC | 425,835 | $20.2M | 1.1% | 1.3% | +3.7% |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUPNEW | 390,564 | $18.7M | 0.0% | 1.2% | new |
| 17 | WELLS FARGO & COMPANY/MN | 328,051 | $15.6M | 0.0% | 1% | +1.8% |
| 18 | Migdal Insurance & Financial Holdings Ltd. | 283,943 | $13.5M | 0.1% | 0.8% | +5.8% |
| 19 | JPMORGAN CHASE & CO | 276,488 | $13.2M | 0.0% | 0.8% | -29.7% |
| 20 | Madison Asset Management, LLC | 226,700 | $10.8M | 0.1% | 0.7% | +14.6% |
| 21 | Fonville Wealth Management LLC | 222,960 | $10.6M | 1.7% | 0.7% | +4.0% |
| 22 | CITADEL ADVISORS LLC | 216,791 | $10.3M | 0.0% | 0.6% | +47.1% |
| 23 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 213,160 | $10.1M | 3.6% | 0.6% | +110.6% |
| 24 | STERLING INVESTMENT ADVISORS LLC /ADV | 180,540 | $8.6M | 3.9% | 0.5% | +4.6% |
| 25 | ROYAL BANK OF CANADA | 176,786 | $8.4M | 0.0% | 0.5% | +1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.