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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,815,753
shares
|
$349 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,777,705
shares
|
$342 Million
0.33% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,673,633
shares
|
$322 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,629,012
shares
|
$313 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,611,232
shares
|
$310 Million
2.91% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,568,643
shares
|
$302 Million
0.75% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,546,793
shares
|
$297 Million
3.15% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$262 Million
10.57% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,342,652
shares
|
$258 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,255,753
shares
|
$241 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,216,952
shares
|
$234 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,211,543
shares
|
$233 Million
9.34% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,175,664
shares
|
$226 Million
1.17% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,106,077
shares
|
$213 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,103,395
shares
|
$212 Million
2.41% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,060,764
shares
|
$204 Million
9.3% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
967,300
shares
|
$186 Million
0.35% of portfolio
|
Q2 2025
Added 60.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$184 Million
0.11% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
950,182
shares
|
$183 Million
3.98% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
905,088
shares
|
$174 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$173 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
853,617
shares
|
$164 Million
2.66% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
788,617
shares
|
$152 Million
4.22% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
783,589
shares
|
$151 Million
0.92% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
775,373
shares
|
$149 Million
13.62% of portfolio
|
Q2 2025
Added 2.68%
|