Institutional Ownership
Ishares Tr
CUSIP 46436E403MSCI USA QUALITYGARPQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
90.0%
Max % of class reported
Institutional Holders
138
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Sep 8, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 8, 2022 | Blackrock Inc. | 13G | 25.0% | 25.0K | SEC |
| 2 | Aug 9, 2022 | Blackrock Inc. | 13G/A | 16.7% | 25.0K | SEC |
| 3 | Jul 8, 2022 | Blackrock Inc. | 13G | 50.0% | 25.0K | SEC |
| 4 | Jan 28, 2022 | Blackrock Inc. | 13G/A | 70.0% | 105.0K | SEC |
| 5 | Jan 8, 2021 | Blackrock Inc. | 13G/A | 70.0% | 105.0K | SEC |
| 6 | Oct 9, 2020 | Blackrock Inc. | 13G/A | 90.0% | 135.0K | SEC |
| 7 | Feb 10, 2020 | Blackrock Inc. | 13G | 75.0% | 150.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.18M | $139.33M |
| 2 | Morgan Stanley | 798.2K | $51.06M |
| 3 | Resonant Capital Advisors, LLC | 784.6K | $50.19M |
| 4 | Raymond James Financial Inc | 757.0K | $48.42M |
| 5 | Cetera Investment Advisers | 612.6K | $39.19M |
| 6 | Bank Of America Corp /De/ | 546.2K | $34.94M |
| 7 | Envestnet Asset Management Inc | 502.1K | $32.12M |
| 8 | Landaas & Co /Wi /Adv | 467.8K | $29.93M |
| 9 | Independent Financial Group, LLC | 373.9K | $23.92M |
| 10 | Osaic Holdings, Inc. | 350.6K | $22.43M |