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 1,596 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 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
|
$312 Million
0.33% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,548,765
shares
|
$274 Million
0.75% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,523,930
shares
|
$270 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
|
$254 Million
0.34% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,363,748
shares
|
$241 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
|
$233 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
|
$228 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
|
$222 Million
9.68% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,250,062
shares
|
$221 Million
4.46% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,212,303
shares
|
$215 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
|
$205 Million
2.47% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,128,579
shares
|
$200 Million
1.19% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,113,403
shares
|
$197 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,100,109
shares
|
$195 Million
9.87% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
997,825
shares
|
$177 Million
4.43% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
954,296
shares
|
$169 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
|
$160 Million
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
900,552
shares
|
$159 Million
1.98% of portfolio
|
Q2 2023
Added 16.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
788,617
shares
|
$140 Million
4.55% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
783,589
shares
|
$139 Million
0.92% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
776,355
shares
|
$137 Million
7.47% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
755,102
shares
|
$134 Million
13.19% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
751,386
shares
|
$133 Million
2.52% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
711,004
shares
|
$126 Million
1.6% of portfolio
|
Q1 2025
Added 76.77%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
674,001
shares
|
$119 Million
4.47% of portfolio
|
Q1 2025
Added 2.55%
|