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 1,592 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$5.4 Billion
1.82% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
16,867,820
shares
|
$2.86 Billion
1.26% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,093,371
shares
|
$1.54 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
|
$1.31 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
|
$1.3 Billion
0.92% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 01, 2025 Q1 2025 |
7,622,243
shares
|
$1.29 Billion
6.06% of portfolio
|
Q1 2025
Added 2898.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,580,546
shares
|
$1.11 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
|
$959 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
|
$906 Million
0.22% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,818,913
shares
|
$816 Million
0.23% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,574,463
shares
|
$775 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,555,712
shares
|
$602 Million
2.48% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,351,948
shares
|
$568 Million
2.12% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,322,909
shares
|
$563 Million
2.26% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,067,190
shares
|
$519 Million
1.88% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,689,934
shares
|
$456 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,556,712
shares
|
$433 Million
1.84% of portfolio
|
Q1 2025
Reduced 20.57%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,489,669
shares
|
$422 Million
5.23% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,430,865
shares
|
$412 Million
0.37% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,397,461
shares
|
$406 Million
11.61% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,333,555
shares
|
$395 Million
5.2% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,147,899
shares
|
$364 Million
0.75% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
1,962,000
shares
|
$332 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,883,917
shares
|
$319 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
|
$315 Million
0.13% of portfolio
|
Q4 2024
Reduced -0.0%
|