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 1,652 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,978,421
shares
|
$371 Million
0.13% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,815,753
shares
|
$341 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
|
$334 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
|
$314 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,611,232
shares
|
$302 Million
2.91% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,568,643
shares
|
$294 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
|
$290 Million
3.15% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$256 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
|
$252 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
|
$236 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
|
$228 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
|
$227 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
|
$221 Million
1.17% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,148,014
shares
|
$215 Million
3.69% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,106,077
shares
|
$208 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
|
$207 Million
2.41% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,060,764
shares
|
$199 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
|
$181 Million
0.35% of portfolio
|
Q2 2025
Added 60.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$179 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
|
$178 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
|
$170 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$169 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
853,617
shares
|
$160 Million
2.66% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
819,372
shares
|
$154 Million
7.8% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
788,617
shares
|
$148 Million
4.22% of portfolio
|
Q2 2025
Reduced 0.78%
|