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 1,285 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
27,038,279
shares
|
$4.48 Billion
1.69% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
13,047,207
shares
|
$2.16 Billion
1.17% of portfolio
|
Q1 2024
Added 1.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
8,814,823
shares
|
$1.46 Billion
1.01% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
8,150,997
shares
|
$1.35 Billion
0.11% of portfolio
|
Q1 2024
Added 3.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,861,005
shares
|
$1.3 Billion
0.12% of portfolio
|
Q1 2024
Added 11.53%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,560,781
shares
|
$921 Million
0.02% of portfolio
|
Q1 2024
Added 4.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
5,238,669
shares
|
$867 Million
0.08% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,810,297
shares
|
$796 Million
0.19% of portfolio
|
Q1 2024
Added 23.75%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,298,462
shares
|
$712 Million
0.18% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
4,153,846
shares
|
$688 Million
3.32% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
4,062,745
shares
|
$673 Million
2.34% of portfolio
|
Q1 2024
Added 10.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,945,775
shares
|
$653 Million
0.18% of portfolio
|
Q1 2024
Added 9.83%
|
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
3,944,074
shares
|
$653 Million
2.71% of portfolio
|
Q1 2024
Added 6.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
2,934,135
shares
|
$486 Million
1.9% of portfolio
|
Q1 2024
Added 4.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
2,441,434
shares
|
$404 Million
1.65% of portfolio
|
Q1 2024
Added 7.63%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,362,940
shares
|
$391 Million
1.03% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,347,360
shares
|
$389 Million
1.1% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
2,312,031
shares
|
$383 Million
5.42% of portfolio
|
Q1 2024
Reduced 17.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,150,960
shares
|
$356 Million
8.01% of portfolio
|
Q1 2024
Added 16.82%
|
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
2,098,759
shares
|
$347 Million
11.5% of portfolio
|
Q1 2024
Added 6.15%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
1,952,104
shares
|
$323 Million
4.14% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,912,739
shares
|
$317 Million
0.32% of portfolio
|
Q1 2024
Added 21.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,552,662
shares
|
$257 Million
0.06% of portfolio
|
Q1 2024
Added 31.69%
|
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
1,527,665
shares
|
$253 Million
13.37% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
1,502,830
shares
|
$249 Million
5.47% of portfolio
|
Q4 2022
Added 10.26%
|
|