Public ownership evidence

iShares Aaa - A Rated Corporate Bond ETF (QLTA) Ownership Disclosures

Read QLTA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Aaa - A Rated Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
7,212
Value (USD)
$342,714
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read QLTA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read QLTA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-287,212$342,714None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,512$927,214None
Corient Private Wealth LP2026-06-302026-08-186,172$293,293None
Transamerica Financial Advisors, LLC2026-06-302026-08-182,096$99,621None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1822,690$1,078,120None
EFG International AG2026-06-302026-08-1510,397$494,065None
Synergy Investment Management, LLC2026-06-302026-08-152,431$115,507None
Glen Eagle Advisors, LLC2026-06-302026-08-1597,827$4,648,732None
Mutual Advisors, LLC2026-06-302026-08-1518,095$859,861None
Advyzon Investment Management, LLC2026-06-302026-08-1518,445$876,506None
Ameritas Advisory Services, LLC2026-06-302026-08-155,347$254,087None
Sunflower Bank, N.A.2026-06-302026-08-1515,900$755,568None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-1510,490$498,485None
Qube Research & Technologies Ltd2026-06-302026-08-151,990$94,565None
IFG Advisory, LLC2026-06-302026-08-155,125$243,541None
OSAIC HOLDINGS, INC.2026-06-302026-08-1597$4,629None
OSAIC HOLDINGS, INC.2026-06-302026-08-1551,896$2,466,225None
Betterment LLC2026-06-302026-08-15780,865$37,107,000None
JANE STREET GROUP, LLC2026-06-302026-08-15156,377$7,431,035None
FLOW TRADERS U.S. LLC2026-06-302026-08-1571,389$3,392,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1583,109$3,949,340None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1562,694$2,979,219None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1586$4,087None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15387$18,390None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15320$15,206None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15127$5,988None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15207$9,837None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15979$46,522None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1551$2,424None
Imprint Wealth LLC2026-06-302026-08-1544$2,091None
Thrivent Financial for Lutherans2026-06-302026-08-1565,629$3,119,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1538,474$1,834,811None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15271$12,878None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15485,715$23,085,871None
MAI Capital Management2026-06-302026-08-151,258,329$59,795,800None
Pinnacle Financial Partners, Inc.2026-06-302026-08-158,628$410,003None
Cerity Partners LLC2026-06-302026-08-1517,264$820,385None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15102,660$4,878,403None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-158,622$409,717None
ROYAL BANK OF CANADA2026-06-302026-08-156,710$319,000None
ROYAL BANK OF CANADA2026-06-302026-08-15400$19,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,705$81,000None
ROYAL BANK OF CANADA2026-06-302026-08-15165,420$7,861,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,551$121,000None
CITADEL ADVISORS LLC2026-06-302026-08-15216,791$10,301,908None
PROTECTIVE LIFE CORP2026-06-302026-08-153,301$156,864None
Meadow Creek Wealth Advisors LLC2026-06-302026-08-156,807$323,469None
World Investment Advisors2026-06-302026-08-156,642$316,085None
GOLDMAN SACHS GROUP INC2026-06-302026-08-151,032,285$49,054,183None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15424,674$20,180,502None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗EFG International AG ↗Synergy Investment Management, LLC ↗Glen Eagle Advisors, LLC ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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