Who owns Ishares Msci Usa Quality Facto invalid?
- Ticker: QUAL
- CUSIP Number: 46432f339
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Analyze quarterly positions in Ishares Msci Usa Quality Facto invalid with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Msci Usa Quality Facto invalid this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 29M | $5.1B | 2% | Sep 2024 |
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LPL Financial | 15M | $2.6B | 7% | Sep 2024 |
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Morgan Stanley | 8.7M | $1.7B | 7% | Jun 2024 |
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Pnc Financial Services | 7.8M | $1.4B | -3% | Sep 2024 |
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Bank of America Corporation | 7.6M | $1.4B | -2% | Sep 2024 |
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Jpmorgan Chase & Co | 5.7M | $1.0B | -1% | Sep 2024 |
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BlackRock | 5.7M | $967M | 2% | Jun 2024 |
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Wells Fargo & Company | 5.2M | $941M | 6% | Sep 2024 |
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BlackRock | 4.7M | $843M | 100% | Sep 2024 |
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M^T Bank Corporation | 4.1M | $726M | 1% | Sep 2024 |
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CWM | 4.0M | $709M | -2% | Sep 2024 |
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Keybank National Association | 3.9M | $699M | -1% | Sep 2024 |
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Envestnet Portfolio Solutions | 3.2M | $575M | 3% | Sep 2024 |
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Mml Investors Services | 2.9M | $513M | 6% | Sep 2024 |
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Bank of New York Mellon | 2.6M | $470M | 10% | Sep 2024 |
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HPM Partners | 2.6M | $463M | 7% | Sep 2024 |
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Horizon Investments | 2.5M | $441M | 18% | Sep 2024 |
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Mercer Global Advisors | 2.4M | $364M | 1% | Jun 2024 |
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Facet Wealth | 2.3M | $415M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 2.3M | $408M | 12% | Sep 2024 |
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Park Avenue Securities | 2.0M | $365M | -1% | Sep 2024 |
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Ronald Blue Trust | 2.0M | $340M | -13% | Sep 2024 |
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Cetera Investment Advisers | 1.8M | $311M | 8% | Jun 2024 |
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Commonwealth Equity Services | 1.7M | $313M | 15% | Sep 2024 |
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Royal Bank of Canada | 1.7M | $306M | 2% | Sep 2024 |
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Connecticut Wealth Management | 1.6M | $282M | 3% | Sep 2024 |
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Stifel Financial | 1.4M | $245M | 6% | Jun 2024 |
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Janney Montgomery Scott | 1.4M | $256M | 3% | Sep 2024 |
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Merriman Wealth Management | 1.4M | $249M | 0% | Sep 2024 |
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HighTower Advisors | 1.4M | $233M | 7% | Jun 2024 |
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Integrated Wealth Concepts | 1.4M | $243M | 16% | Sep 2024 |
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Advisor Group Holdings | 1.3M | $233M | 32% | Sep 2024 |
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Haverford Trust Company | 1.3M | $232M | 5% | Sep 2024 |
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Wharton Business Group | 1.3M | $227M | 0% | Sep 2024 |
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Miracle Mile Advisors | 1.2M | $223M | 3% | Sep 2024 |
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Orgel Wealth Management | 1.2M | $222M | 72% | Sep 2024 |
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Resources Investment Advisors | 1.1M | $193M | 1% | Sep 2024 |
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Raymond James & Associates | 954k | $171M | 2% | Sep 2024 |
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Manufacturers Life Insurance Company | 936k | $161M | -14% | Jun 2024 |
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Raymond James Financial Services Advisors | 905k | $162M | 4% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 842k | $151M | 5% | Sep 2024 |
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SCS Capital Management | 816k | $139M | 56% | Jun 2024 |
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CI Private Wealth | 781k | $140M | -4% | Sep 2024 |
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Sanctuary Advisors | 780k | $142M | 14% | Sep 2024 |
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Balentine | 736k | $132M | 1% | Sep 2024 |
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Thrivent Financial for Lutherans | 723k | $130M | -23% | Sep 2024 |
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Tiaa Trust, National Association | 722k | $123M | 6% | Jun 2024 |
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3EDGE Asset Management | 717k | $129M | 19% | Sep 2024 |
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SNS Financial | 716k | $128M | 1% | Sep 2024 |
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Goss Wealth Management | 684k | $117M | 42% | Jun 2024 |
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Foundations Investment Advisors | 660k | $118M | 10% | Sep 2024 |
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Foster Group | 643k | $115M | 0% | Sep 2024 |
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Bogart Wealth | 614k | $110M | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 608k | $109M | 6% | Sep 2024 |
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JB Capital | 599k | $107M | 4% | Sep 2024 |
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Sage Mountain Advisors | 591k | $106M | -2% | Sep 2024 |
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Gyl Financial Synergies | 586k | $105M | 0% | Sep 2024 |
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Obermeyer Asset Management | 572k | $103M | -11% | Sep 2024 |
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United Capital Financial Advisers | 570k | $102M | -1% | Sep 2024 |
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Two Sigma Investments | 567k | $97M | 6% | Jun 2024 |
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Kestra Advisory Services | 548k | $98M | -4% | Sep 2024 |
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Kestra Investment Management | 532k | $95M | 17% | Sep 2024 |
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Franklin Resources | 522k | $96M | -2% | Sep 2024 |
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Atria Wealth Solutions | 495k | $89M | 0% | Sep 2024 |
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Savant Capital Management | 491k | $88M | 0% | Sep 2024 |
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Prime Capital Investment Advisors | 486k | $87M | -3% | Sep 2024 |
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Hartland & Co | 474k | $85M | 3% | Sep 2024 |
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AE Wealth Management | 465k | $83M | 2% | Sep 2024 |
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Baker Avenue Asset Management | 464k | $83M | 1% | Sep 2024 |
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D.A. Davidson & Co. | 462k | $79M | 1% | Jun 2024 |
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Johnson Investment Counsel | 461k | $83M | 2% | Sep 2024 |
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Howard Financial Services | 438k | $79M | 14% | Sep 2024 |
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Private Advisor | 437k | $78M | 12% | Sep 2024 |
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Mariner Wealth Advisors | 426k | $76M | 3% | Sep 2024 |
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Equitable Holdings | 425k | $73M | 6% | Jun 2024 |
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Austin Private Wealth | 415k | $74M | 6% | Sep 2024 |
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Cable Hill Partners | 411k | $74M | 1% | Sep 2024 |
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Captrust Financial Advisors | 406k | $73M | -7% | Sep 2024 |
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Schoolcraft Capital | 401k | $72M | -2% | Sep 2024 |
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Synovus Financial Corp. | 400k | $72M | -2% | Sep 2024 |
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Us Bancorp | 398k | $71M | 0% | Sep 2024 |
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Umb Bank N A | 398k | $71M | 10% | Sep 2024 |
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Sax Wealth Advisors | 395k | $71M | 5% | Sep 2024 |
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Fragasso | 391k | $70M | 20% | Sep 2024 |
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Gail Mannix | 375k | $55M | -4% | Sep 2024 |
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Advocacy Wealth Management Services | 349k | $63M | 8% | Sep 2024 |
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Financial Advisors | 338k | $61M | 0% | Sep 2024 |
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Valence8 US | 338k | $61M | 12% | Sep 2024 |
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Summit Trail Advisors | 335k | $60M | 16% | Sep 2024 |
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Gradient Investments | 332k | $60M | 1% | Sep 2024 |
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Bryn Mawr Trust | 329k | $59M | -2% | Sep 2024 |
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Trilogy Capital | 328k | $59M | 1% | Sep 2024 |
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Kovitz Investment Group Partners | 319k | $57M | 164% | Sep 2024 |
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Wealth Enhancement Advisory Services | 319k | $54M | -2% | Jun 2024 |
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Landaas & Co | 317k | $57M | 32% | Sep 2024 |
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Branch Banking & Trust Company | 308k | $53M | 12% | Jun 2024 |
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Baron Wealth Management | 304k | $55M | 0% | Sep 2024 |
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Sharkey, Howes & Javer | 299k | $54M | 9% | Sep 2024 |
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Steward Partners Investment Advisory | 288k | $49M | 1% | Jun 2024 |
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Goldstein Advisors | 282k | $51M | 11177% | Sep 2024 |
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Cambridge Associates | 282k | $51M | 0% | Sep 2024 |
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Glenmede Trust Company | 281k | $50M | 19% | Sep 2024 |
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Two Sigma Advisers | 281k | $48M | 89% | Jun 2024 |
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Fort Washington Investment Advisors | 273k | $49M | 8% | Sep 2024 |
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Atria Investments | 266k | $48M | 3% | Sep 2024 |
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Adviser Investments | 265k | $48M | 1% | Sep 2024 |
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Scarborough Advisors | 265k | $48M | 11% | Sep 2024 |
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Stratos Wealth Partners | 263k | $47M | 13% | Sep 2024 |
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Pinnacle Wealth Management Advisory | 257k | $46M | 4% | Sep 2024 |
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OVERSEA-CHINESE BANKING Corp | 254k | $46M | 5% | Sep 2024 |
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Change Path | 253k | $45M | 43% | Sep 2024 |
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Ameritas Advisory Services | 246k | $44M | 0% | Sep 2024 |
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TMD Wealth Management | 245k | $42M | 1% | Jun 2024 |
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49 Wealth Management | 244k | $44M | 39% | Sep 2024 |
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MA Private Wealth | 242k | $43M | -14% | Sep 2024 |
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Lineweaver Wealth Advisors | 240k | $43M | 2% | Sep 2024 |
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Alliancebernstein | 236k | $40M | 8% | Jun 2024 |
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Rsm Us Wealth Management | 236k | $42M | -2% | Sep 2024 |
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Dynasty Wealth Management | 226k | $40M | -50% | Sep 2024 |
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Monticello Wealth Management | 224k | $37M | 14% | Sep 2024 |
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Eastern Bank | 224k | $40M | 158% | Sep 2024 |
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Strategies Wealth Advisors | 222k | $40M | 5% | Sep 2024 |
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Millburn Ridgefield | 220k | $38M | 0% | Jun 2024 |
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Kathmere Capital Management | 217k | $39M | 2% | Sep 2024 |
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Cardinal Strategic Wealth Guidance | 215k | $39M | 9% | Sep 2024 |
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TD Capital Management | 213k | $38M | -2% | Sep 2024 |
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Brian McDonald | 213k | $38M | -1% | Sep 2024 |
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Apexium Financial | 211k | $38M | 7% | Sep 2024 |
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Catalyst Capital Advisors | 209k | $38M | -5% | Sep 2024 |
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Parallel Advisors | 208k | $37M | -6% | Sep 2024 |
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Forte Capital | 206k | $37M | 7% | Sep 2024 |
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H D Vest Advisory Services | 203k | $35M | 11% | Jun 2024 |
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Helen Stephens Group | 196k | $35M | 7% | Sep 2024 |
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Unison Advisors | 196k | $35M | -15% | Sep 2024 |
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Strategic Blueprint | 195k | $35M | 0% | Sep 2024 |
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Hengehold Capital Management | 193k | $35M | 2% | Sep 2024 |
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True Link Financial Advisors | 191k | $34M | 6% | Sep 2024 |
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Icon Wealth Advisors | 190k | $34M | 4% | Sep 2024 |
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Orion Portfolio Solutions | 189k | $34M | 21% | Sep 2024 |
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Proequities | 189k | $34B | -2% | Sep 2024 |
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SPC Financial | 185k | $33M | -6% | Sep 2024 |
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Horst & Graben Wealth Management | 184k | $33M | 2% | Sep 2024 |
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Rockefeller Capital Management | 179k | $30M | 11% | Jun 2024 |
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Sage Advisory Services | 177k | $30M | 0% | Sep 2024 |
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Apella Capital | 177k | $32M | 2% | Sep 2024 |
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Private Ocean | 174k | $30M | 46% | Jun 2024 |
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CFO4Life | 174k | $31M | -1% | Sep 2024 |
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Pettinga Financial Advisors | 168k | $30M | 2% | Sep 2024 |
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Modern Wealth Management | 168k | $30M | 2059% | Sep 2024 |
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Sowell Financial Services | 167k | $30M | -6% | Sep 2024 |
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CFS Investment Advisory Services | 156k | $28M | -19% | Sep 2024 |
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Intelligence Driven Advisers | 152k | $27M | -10% | Sep 2024 |
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Invst | 137k | $25M | -27% | Sep 2024 |
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Liberty Wealth Management | 115k | $21M | -85% | Sep 2024 |
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Symmetry Partner | 70k | $13M | -73% | Sep 2024 |
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Babson Capital Management | 30k | $5.4M | -91% | Sep 2024 |
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Strategic Financial Concepts | 2.8k | $496k | -100% | Sep 2024 |
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Bp Wealth Management | 2.2k | $398k | -99% | Sep 2024 |
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