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QUAL
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Position history for Cerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 4M shares of QUAL (ISHARES TR), worth $767.3M as of 2026-Q1. The position was increased (+13.4% shares). QUAL represents 1.1% of Cerity Partners LLC's portfolio.

Current Value

$767.3M

Current Shares

4M

Total Value Change

+$355.8M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4M
+13.4%
$767.3M1.1%$202.29
57
2025-Q4
Decreased
3.5M
-4.9%
$700.9M1.0%$200.10
0
2025-Q3
Decreased
3.7M
-1.3%
$721.2M1.2%$192.77
0
2025-Q2
Increased
3.8M
+39.6%
$686.9M1.2%$180.59
66
2025-Q1
Decreased
2.7M
-0.0%
$459.7M0.9%$168.31
0
2024-Q4
Increased
2.7M
+4.2%
$479.2M1.0%$176.81
51
2024-Q3
Increased
2.6M
+7.2%
$463.2M1.0%$176.39
53
2024-Q2
Increased
2.4M
+2.0%
$411.6M1.1%$168.05
50

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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