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 1,616 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,759,878
shares
|
$323 Million
0.33% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,568,643
shares
|
$288 Million
0.75% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,523,930
shares
|
$280 Million
2.72% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,436,312
shares
|
$263 Million
0.34% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$250 Million
10.57% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,314,703
shares
|
$241 Million
0.53% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,289,584
shares
|
$237 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
1,251,388
shares
|
$230 Million
9.68% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,212,303
shares
|
$222 Million
2.65% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,156,581
shares
|
$212 Million
2.47% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,148,014
shares
|
$211 Million
3.69% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,128,579
shares
|
$207 Million
1.19% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,113,403
shares
|
$204 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,100,109
shares
|
$202 Million
9.87% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$175 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
|
$174 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
|
$166 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$165 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
788,617
shares
|
$145 Million
4.55% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
783,589
shares
|
$144 Million
0.92% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
776,355
shares
|
$142 Million
7.47% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
755,102
shares
|
$139 Million
13.19% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
751,386
shares
|
$138 Million
2.52% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
711,004
shares
|
$130 Million
1.6% of portfolio
|
Q1 2025
Added 76.77%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
687,094
shares
|
$126 Million
4.49% of portfolio
|
Q2 2025
Added 1.94%
|