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 1,445 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
28,545,236
shares
|
$5.16 Billion
1.69% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
14,725,824
shares
|
$2.66 Billion
1.21% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,074,487
shares
|
$1.64 Billion
0.12% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,831,955
shares
|
$1.42 Billion
0.9% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,607,404
shares
|
$1.38 Billion
0.11% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,742,659
shares
|
$1.04 Billion
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,661,343
shares
|
$1.02 Billion
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,249,196
shares
|
$949 Million
0.22% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,760,947
shares
|
$861 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,583,976
shares
|
$829 Million
0.18% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,050,192
shares
|
$733 Million
2.41% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,952,552
shares
|
$715 Million
3.05% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,899,565
shares
|
$705 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,207,312
shares
|
$580 Million
2.06% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,859,647
shares
|
$517 Million
1.87% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,583,297
shares
|
$467 Million
1.04% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,459,447
shares
|
$445 Million
10.21% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,343,573
shares
|
$424 Million
11.66% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,277,928
shares
|
$412 Million
0.36% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,037,197
shares
|
$368 Million
4.1% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,991,572
shares
|
$360 Million
4.48% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,972,966
shares
|
$357 Million
0.8% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,813,309
shares
|
$328 Million
0.71% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,744,381
shares
|
$315 Million
0.47% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,706,643
shares
|
$309 Million
0.07% of portfolio
|
Q3 2024
Added 2.47%
|