Institutional Ownership Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL). We have compiled data on the 1,584 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,141,751
shares
|
$4.79 Billion
1.72% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
16,867,820
shares
|
$2.77 Billion
1.26% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,093,371
shares
|
$1.5 Billion
0.12% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,721,037
shares
|
$1.27 Billion
0.12% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,679,398
shares
|
$1.26 Billion
0.92% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,580,546
shares
|
$1.08 Billion
0.1% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,661,343
shares
|
$931 Million
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,349,439
shares
|
$880 Million
0.22% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,818,913
shares
|
$792 Million
0.23% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,574,463
shares
|
$752 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,964,384
shares
|
$652 Million
2.76% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,805,400
shares
|
$626 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,759,692
shares
|
$618 Million
2.78% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,218,965
shares
|
$529 Million
2.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,067,190
shares
|
$504 Million
1.88% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,690,956
shares
|
$443 Million
1.05% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,489,669
shares
|
$409 Million
5.23% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,430,865
shares
|
$400 Million
0.37% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,397,461
shares
|
$394 Million
11.61% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,200,958
shares
|
$362 Million
5.09% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,013,466
shares
|
$331 Million
0.78% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
1,962,000
shares
|
$323 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,883,917
shares
|
$310 Million
8.82% of portfolio
|
Q1 2025
Added 46.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,861,029
shares
|
$306 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,799,604
shares
|
$296 Million
0.47% of portfolio
|
Q4 2024
Added 3.17%
|