| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 2.7% | -50% | $4,973,300 | -$4,730,700 | 205,000 | -49% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 31 Dec 2025, 16 institutional investors reported holding 7,145,778 shares of iShares MSCI Global Quality Factor ETF - Common Stock (AQLT). This represents 94% of the company’s total 7,592,593 outstanding shares.
The largest institutional shareholders of iShares MSCI Global Quality Factor ETF - Common Stock (AQLT) together control 94% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Balentine LLC | 87% | 6,587,477 | +0.11% | 7% | $185,161,462 |
| Advocacy Wealth Management, LLC | 1.9% | 143,239 | +2.2% | 0.17% | $4,026,176 |
| BlackRock, Inc. | 1.1% | 85,000 | -51% | 0% | $2,389,189 |
| NATIONAL BANK OF CANADA /FI/ | 0.96% | 72,814 | 0% | $2,046,656 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.88% | 66,863 | -5.8% | 0% | $1,879,392 |
| OLD MISSION CAPITAL LLC | 0.66% | 50,083 | 0.05% | $1,407,737 | |
| CITADEL ADVISORS LLC | 0.5% | 38,104 | 0% | $1,071,031 | |
| JANE STREET GROUP, LLC | 0.37% | 27,872 | +124% | 0% | $783,429 |
| Empire Life Investments Inc. | 0.3% | 23,150 | 0.04% | $650,703 | |
| ROYAL BANK OF CANADA | 0.23% | 17,235 | +11% | 0% | $484,000 |
| Ameliora Wealth Management Ltd. | 0.17% | 12,997 | +72% | 0.11% | $366,125 |
| Strategic Blueprint, LLC | 0.15% | 11,645 | 0.02% | $327,319 | |
| Virtu Financial LLC | 0.1% | 7,346 | 0.01% | $206,000 | |
| MORGAN STANLEY | 0.02% | 1,665 | -67% | 0% | $46,800 |
| UBS Group AG | 0% | 249 | 0% | $6,999 | |
| Sunbelt Securities, Inc. | 0% | 39 | -100% | 0% | $1,102 |
| GOLDMAN SACHS GROUP INC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,145,778 | $200,854,120 | +$2,573,841 | $28.11 | 16 |
| 2025 Q3 | 7,055,408 | $191,377,584 | -$5,223,381 | $27.12 | 10 |
| 2025 Q2 | 7,255,511 | $185,015,207 | -$5,716,914 | $25.50 | 11 |
| 2025 Q1 | 7,479,728 | $174,895,138 | +$5,689,786 | $23.38 | 9 |
| 2024 Q4 | 7,233,223 | $174,754,484 | +$174,754,484 | $24.16 | 6 |