DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
QLTA

ISHARES AAA - A RATED CORPOR

204 institutions still hold ISHARES AAA - A RATED CORPOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B291·Exchange Traded Fund·204 13F holders·last filed Mar 31, 2026
Market cap
9.0%
vs prior quarter
13F value held
$846M
51.0% inst. owned
of float
Holders
204
-34 QoQ
filers reporting
Activity
+62 / −56
+865 added · −781 reduced
this quarter
Concentration
12.79%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

204 institutions reported QLTA in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 12.8% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$108M2.3M0.03%Q1 2026
02
FMR LLC
CIK 0000315066
$108M2.3M0.01%Q1 2026
03
Miracle Mile Advisors, LLC
CIK 0001585859
$108M2.3M1.48%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$66M1.4M0.02%Q1 2026
05
MAI Capital Management
CIK 0001040197
$55M1.2M0.31%Q1 2026
06
HighTower Advisors, LLC
CIK 0001462245
$55M1.2M0.06%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M967K0.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$38M796K0.00%Q1 2026
09
UBS Group AG
CIK 0001610520
$31M654K0.00%Q1 2026
10
Compass Wealth Management, LLC/GA
CIK 0002076480
$31M650K13.22%Q1 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$28M589K0.01%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$25M535K0.03%Q1 2026
13
MML INVESTORS SERVICES, LLC
CIK 0000701059
$22M460K0.06%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M458K0.01%Q1 2026
15
Parcion Private Wealth LLC
CIK 0001801263
$20M411K1.21%Q1 2026
16
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$19M399K2.93%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$19M393K0.00%Q1 2026
18
State of New Jersey Common Pension Fund D
CIK 0001483066
$17M350K0.06%Q1 2026
19
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M322K0.00%Q1 2026
20
ASSETMARK, INC
CIK 0001344551
$13M272K0.03%Q4 2025
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