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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,724,635
shares
|
$335 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,678,735
shares
|
$326 Million
3.08% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,629,012
shares
|
$317 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,606,854
shares
|
$312 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$265 Million
10.57% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,349,891
shares
|
$262 Million
0.62% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,338,447
shares
|
$260 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,244,123
shares
|
$242 Million
2.65% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
1,201,504
shares
|
$234 Million
10.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,136,400
shares
|
$221 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,129,698
shares
|
$220 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,090,947
shares
|
$212 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,044,762
shares
|
$203 Million
9.1% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,044,546
shares
|
$203 Million
2.83% of portfolio
|
Q3 2025
Added 132.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,034,433
shares
|
$201 Million
2.25% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
985,960
shares
|
$192 Million
3.9% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$185 Million
0.11% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
953,726
shares
|
$185 Million
1.83% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
905,088
shares
|
$176 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$175 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
880,946
shares
|
$171 Million
4.6% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
827,748
shares
|
$161 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
783,589
shares
|
$152 Million
0.92% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
778,626
shares
|
$151 Million
13.38% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
742,905
shares
|
$144 Million
1.69% of portfolio
|
Q3 2025
Added 0.29%
|
|