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iShares AAA-A Rated Corporate Bond ETF
QLTA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JWCA
76
J.W. Cole Advisors
Florida
USD 1.02 M +USD 1.02 M +21,530 Nuevas
Sanctuary Advisors
77
Sanctuary Advisors
Indiana
USD 1 M -USD 1.08 M -22,815 -52%
Simplicity Wealth
78
Simplicity Wealth
New Jersey
USD 977 k +USD 358 k +7,529 +58%
DA
79
Detalus Advisors
Missouri
USD 936 k -USD 54.9 k -1,156 -6%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
USD 927 k -USD 48.2 k -1,015 -5%
CreativeOne Wealth
81
CreativeOne Wealth
Kansas
USD 901 k -USD 1.79 M -37,602 -66%
Advyzon Investment Management
82
Advyzon Investment Management
Illinois
USD 877 k +USD 876 k +18,445 Nuevas
Cambiar Investors
83
Cambiar Investors
Colorado
USD 874 k +USD 14.3 k +301 +2%
MA
84
Mutual Advisors
Nebraska
USD 860 k +USD 860 k +18,095 Nuevas
SWP
85
ShoreHaven Wealth Partners
New Jersey
USD 846 k -USD 1.27 M -26,816 -60%
Atomi Financial Group
86
Atomi Financial Group
New York
USD 845 k -USD 43.1 k -907 -5%
KFS
87
Kelly Financial Services
Massachusetts
USD 833 k -USD 11.1 M -233,353 -93%
Cerity Partners
88
Cerity Partners
New York
USD 820 k – – –
Sequoia Financial Advisors
89
Sequoia Financial Advisors
Ohio
USD 777 k -USD 667 k -14,035 -46%
SB
90
Sunflower Bank
Texas
USD 756 k – – –
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
USD 714 k +USD 153 k +3,219 +27%
Summit Financial
92
Summit Financial
New Jersey
USD 658 k -USD 201 k -4,232 -23%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
USD 642 k -USD 1.57 M -33,037 -71%
Kestra Advisory Services
94
Kestra Advisory Services
Texas
USD 612 k -USD 272 k -5,731 -31%
Montecito Bank & Trust
95
Montecito Bank & Trust
California
USD 612 k +USD 4.47 k +94 +0.7%
Beaumont Financial Advisors
96
Beaumont Financial Advisors
Massachusetts
USD 610 k – – –
GAA
97
Global Assets Advisory
Florida
USD 593 k +USD 760 +16 +0.1%
Park Avenue Securities
98
Park Avenue Securities
New York
USD 518 k -USD 3.81 M -80,090 -88%
SCA
99
Snowden Capital Advisors
New York
USD 509 k +USD 21.8 k +458 +4%
Monograph Wealth Advisors
100
Monograph Wealth Advisors
California
USD 498 k – – –
2 3
4
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