Legal & General Group Plc QAT — ISHARES TR

Ownership history in Legal & General Group Plc  ·  60 quarters on record

AI Ownership Summary

Legal & General Group Plc reported ISHARES TR (QAT) in 60 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows QAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legal & General Group Plc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QAT stock page Legal & General Group Plc fund profile Legal & General Group Plc full holdings
How Legal & General Group Plc held QAT — position size vs. price
% of Fund (quarterly)    QAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,000 — 0% 0.00% $147K 2026-05-08 $19.18
2025 Q4 UNCHANGED — — — 8,000 — 0% 0.00% $150K 2026-02-09 $20.10
2025 Q3 UNCHANGED — — — 8,000 — 0% 0.00% $156K 2025-11-14 (Est.) $19.05
2025 Q2 UNCHANGED — — — 8,000 — 0% 0.00% $149K 2025-08-14 (Est.) $20.27
2025 Q1 UNCHANGED — — — 8,000 — 0% 0.00% $143K 2025-05-15 $18.17
2024 Q4 REDUCED 92.2% -0.5% ✅ 8,000 -95,000 -92.2% 0.00% $143K 2025-02-13 $17.40
2024 Q3 UNCHANGED — — — 103,000 — 0% 0.00% $1.9M 2024-11-14 $17.39
2024 Q2 UNCHANGED — — — 103,000 — 0% 0.00% $1.7M 2024-08-14 $16.56
2024 Q1 UNCHANGED — — — 103,000 — 0% 0.00% $1.8M 2024-05-14 $15.56
2023 Q4 REDUCED 50.5% -4.3% ✅ 103,000 -105,000 -50.5% 0.00% $1.9M 2024-02-15 $15.86
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QAT

As of 2026 Q1 — sorted by position size

Moneda S.A. Administradora General de Fondos 3Y 0.22% Sumitomo Mitsui DS Asset Management Company, Ltd 3Y 7Y 0.03% Knollwood Investment Advisory, LLC 0.02% DENALI ADVISORS LLC 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% TD Waterhouse Canada Inc. 0.01% Korea Investment CORP 3Y 7Y 0.01% NISSAY ASSET MANAGEMENT CORP /JAPAN 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% Strengthening Families & Communities, LLC 3Y 0.0%

FAQ About Legal & General Group Plc and QAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legal & General Group Plc reported owning QAT?

Legal & General Group Plc reported QAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QAT position in Legal & General Group Plc's portfolio?

The largest reported portfolio weight for QAT was 0.00% in 2023 Q4.

What is the latest reported QAT position on this page?

The most recent filing on this page is 2026 Q1, when Legal & General Group Plc reported 8,000 shares, equal to 0.00% of portfolio, with an estimated market value of $147K.

What does the chart on this QAT ownership page compare?

The chart compares Legal & General Group Plc's quarterly QAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legal & General Group Plc time their QAT position?

Based on 13F filing dates vs. subsequent QAT price moves, Legal & General Group Plc correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on QAT relative to SPY over the holding period was -11.4%.

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