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 1,620 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,853,469
shares
|
$5.92 Billion
1.82% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,186,643
shares
|
$3.38 Billion
1.26% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,554,231
shares
|
$1.78 Billion
0.12% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,478,803
shares
|
$1.39 Billion
0.11% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,296,524
shares
|
$1.36 Billion
0.66% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,961,450
shares
|
$1.29 Billion
0.09% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,661,343
shares
|
$1.05 Billion
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,399,105
shares
|
$1 Billion
0.22% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,143,391
shares
|
$957 Million
0.25% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,332,546
shares
|
$806 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,555,712
shares
|
$661 Million
2.48% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,410,006
shares
|
$634 Million
1.94% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,351,948
shares
|
$623 Million
2.12% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,322,909
shares
|
$618 Million
2.26% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,954,525
shares
|
$550 Million
13.76% of portfolio
|
Q2 2025
Added 56.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,689,934
shares
|
$500 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,660,950
shares
|
$495 Million
5.86% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,556,712
shares
|
$476 Million
1.84% of portfolio
|
Q1 2025
Reduced 20.57%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,464,931
shares
|
$458 Million
4.14% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,370,393
shares
|
$441 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,328,489
shares
|
$433 Million
10.41% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,147,899
shares
|
$400 Million
0.75% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,968,692
shares
|
$366 Million
0.13% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,939,900
shares
|
$361 Million
0.47% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,837,838
shares
|
$342 Million
0.07% of portfolio
|
Q1 2025
Added 6.3%
|