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 1,571 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $42.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,614,964
shares
|
$293 Million
0.31% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,600,480
shares
|
$291 Million
13.53% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,471,387
shares
|
$267 Million
0.73% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,410,709
shares
|
$256 Million
0.35% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,382,484
shares
|
$251 Million
2.54% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$248 Million
10.57% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,349,762
shares
|
$245 Million
0.6% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,341,256
shares
|
$244 Million
0.59% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,282,828
shares
|
$233 Million
6.18% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
1,254,494
shares
|
$228 Million
10.08% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,223,880
shares
|
$222 Million
4.62% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,147,164
shares
|
$208 Million
2.5% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,100,702
shares
|
$200 Million
5.16% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,046,851
shares
|
$190 Million
2.25% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
958,349
shares
|
$174 Million
4.68% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
957,359
shares
|
$174 Million
1.07% of portfolio
|
Q4 2024
Added 28.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$173 Million
0.11% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
926,103
shares
|
$168 Million
3.4% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
905,088
shares
|
$164 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$164 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
783,589
shares
|
$142 Million
0.92% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
744,106
shares
|
$135 Million
13.67% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
692,942
shares
|
$126 Million
2.53% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
674,046
shares
|
$122 Million
0.18% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
657,271
shares
|
$119 Million
4.65% of portfolio
|
Q4 2024
Added 2.27%
|