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 1,445 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,573,846
shares
|
$285 Million
13.72% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,497,670
shares
|
$271 Million
0.29% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,424,905
shares
|
$258 Million
0.71% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,388,947
shares
|
$251 Million
10.55% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,356,703
shares
|
$245 Million
3.11% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,355,807
shares
|
$245 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,296,883
shares
|
$235 Million
0.55% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,295,366
shares
|
$234 Million
2.28% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
1,267,468
shares
|
$229 Million
10.21% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,244,952
shares
|
$225 Million
5.38% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,236,792
shares
|
$224 Million
5.76% of portfolio
|
Q3 2024
Added 71.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,077,455
shares
|
$195 Million
2.29% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
955,992
shares
|
$173 Million
3.46% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
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%
|
|
|
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
|
$163 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
842,162
shares
|
$152 Million
4.25% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
781,333
shares
|
$141 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
746,726
shares
|
$135 Million
0.89% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
735,862
shares
|
$133 Million
5.2% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
731,353
shares
|
$132 Million
0.39% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
722,969
shares
|
$131 Million
0.25% of portfolio
|
Q3 2024
Reduced 28.03%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
716,478
shares
|
$130 Million
10.95% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
716,318
shares
|
$130 Million
12.92% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
660,369
shares
|
$119 Million
2.66% of portfolio
|
Q3 2024
Added 10.1%
|