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Get Institutions for : 
Ishares Edge Msci Intl Quality Factor Etf (IQLT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 402    17
Total shares held : 
 191,891,635  
% of shares held : 
 19.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   84  
Amount of shares held : 
 5,080,723  
% of shares held change : 
   0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 4,934,685
 2.57%
 
Increased Positions :
189
 8,173,494
 4.26%
 
Unchanged Positions :
51
 5,905,029
 3.08%
 
Decreased Positions :
122
-7,349,091
-3.83%
 
Closed Positions :
23
-678,365
-0.35%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 59 - 2024-03-31 21,097,542 $836,729,000 -164,767
   BANK OF AMERICA CORP /DE/ 425 - 2024-03-31 8,992,488 $356,642,000 -1,986,292
   AMERIPRISE FINANCIAL INC 280 - 2024-03-31 6,631,493 $263,446,000 -248,867
   J P MORGAN CHASE & CO 538 - 2024-03-31 6,497,226 $257,680,000 -2,849,007
   TIAA TRUST NATIONAL ASSOCIATION 34 - 2024-03-31 5,959,520 $236,474,000 -228,986
   MERCER GLOBAL ADVISORS INC /ADV 36 - 2024-03-31 4,977,426 $197,405,000 -314,991
   RICHARD BERNSTEIN ADVISORS LLC 12 - 2024-03-31 3,217,195 $127,594,000 -889,073
   CI Private Wealth LLC 119 - 2024-03-31 2,873,839 $113,976,000 -60,165
   BANK OF NEW YORK MELLON CORP 973 - 2024-03-31 1,385,130 $54,934,000 -101,908
   ROYAL BANK OF CANADA 700 - 2024-03-31 1,292,793 $51,273,000 -260,779
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1160 - 2024-03-31 1,034,631 $41,033,000 -13,236
   Financial Strategies Group Inc. 2 - 2024-03-31 960,006 $37,709,000 -45,327
   Sage Mountain Advisors LLC 6 - 2024-03-31 875,689 $34,730,000 -2,449
   Advisor Group Holdings Inc. 276 - 2024-03-31 820,473 $32,544,000 -115,947
   GRADIENT INVESTMENTS LLC 36 - 2024-03-31 819,595 $32,505,000 -32,603
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 155 - 2024-03-31 802,926 $31,844,000 -145,751
   Foster Victor Wealth Advisors LLC 4 - 2024-03-31 651,923 $25,405,000 -5,858
   Dechtman Wealth Management LLC 6 - 2024-03-31 597,070 $23,680,000 -29,504
   Richard P Slaughter Associates Inc 3 - 2024-03-31 478,204 $18,966,000 -46,685
   BP WEALTH MANAGEMENT LLC 64 - 2024-03-31 434,845 $17,246,000 -78,909
   Armbruster Capital Management Inc. 9 - 2024-03-31 430,192 $17,061,000 -5,171
   Tolleson Wealth Management Inc. 8 - 2024-03-31 333,898 $13,242,000 -3,244
   PATTON ALBERTSON & MILLER, LLC 6 - 2024-03-31 280,973 $11,143,000 -73,821
   Interchange Capital Partners LLC 1 - 2024-03-31 277,962 $11,014,000 -8,483
   EPG Wealth Management LLC 6 - 2024-03-31 271,000 $10,748,000 -1,979
   REGIMEN WEALTH LLC 12 - 2024-03-31 260,509 $10,326,000 -4,960
   MONTICELLO WEALTH MANAGEMENT LLC 27 - 2024-03-31 213,541 $8,469,000 -47,819
   BFT FINANCIAL GROUP LLC 18 - 2023-06-30 232,514 $8,264,000 -4,623
   Mutual Advisors LLC 73 - 2024-03-31 206,861 $8,204,000 -24,627
   Bell Investment Advisors Inc 17 - 2024-03-31 206,207 $8,178,000 -4,493
   Vista Wealth Management Group LLC 27 - 2024-03-31 198,351 $7,867,000 -1,467
   Crumly & Associates Inc. 19 - 2024-03-31 174,333 $6,914,000 -3,312
   COLONIAL ASSET MANAGEMENT, INC. 50 - 2024-03-31 157,240 $6,236,000 -563
   Milestone Investment Advisors LLC 18 - 2024-03-31 151,043 $5,990,000 -3,249
   Ackerman Capital Advisors LLC 19 - 2024-03-31 146,578 $5,813,000 -34,309
   RAYMOND JAMES & ASSOCIATES 1483 - 2024-03-31 145,948 $5,788,000 -8,304
   OLD MISSION CAPITAL LLC 98 - 2024-03-31 142,277 $5,643,000 -28,049
   Intergy Private Wealth LLC 14 - 2024-03-31 134,126 $5,319,000 -2,829
   QUATTRO FINANCIAL ADVISORS LLC 21 - 2024-03-31 129,833 $5,149,000 -66,574
   PALLADIEM LLC 6 - 2023-09-30 150,318 $5,052,000 -1,770
   BRIDGER CAPITAL MANAGEMENT LLC 5 - 2024-03-31 29,701 $4,881,000 -1,685
   Carlson Capital Management 23 - 2024-03-31 121,123 $4,804,000 -1,291,327
   PFG FINANCIAL ADVISORS 38 - 2024-03-31 115,012 $4,561,000 -89,563
   PLIMOTH TRUST CO LLC 29 - 2024-03-31 101,105 $4,010,000 -116
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 754 - 2024-03-31 90,551 $3,591,000 -22,965
   ADAMSBROWN WEALTH CONSULTANTS LLC 13 - 2024-03-31 80,885 $3,208,000 -36,334
   HOWE & RUSLING INC 86 - 2024-03-31 80,859 $3,207,000 -11,284
   Sontag Advisory LLC 142 - 2024-03-31 80,630 $3,198,000 -13,015
   SAX WEALTH ADVISORS LLC 34 - 2024-03-31 77,561 $3,076,000 -13,971
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 616 - 2023-09-30 91,141 $3,063,000 -4,573
   MONUMENTAL FINANCIAL GROUP INC. 13 - 2024-03-31 75,051 $2,977,000 -2,310
   PUTNAM FL INVESTMENT MANAGEMENT CO 183 - 2024-03-31 73,001 $2,895,000 -33,568
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 85 - 2024-03-31 67,809 $2,689,000 -8,561
   GHP INVESTMENT ADVISORS INC 208 - 2024-03-31 67,694 $2,685,000 -3,118
   CAPTRUST FINANCIAL ADVISORS 697 - 2024-03-31 65,695 $2,605,000 -8,493
   Herold Advisors Inc. 44 - 2024-03-31 64,895 $2,574,000 -190
   PALO ALTO WEALTH ADVISORS LLC 13 - 2024-03-31 58,022 $2,301,000 -6,566
   TRANSCEND WEALTH COLLECTIVE LLC 128 - 2024-03-31 55,814 $2,214,000 -4,646
   COMERICA BANK 1137 - 2024-03-31 53,770 $2,133,000 -3,579
   Professional Financial Advisors LLC 27 - 2024-03-31 51,529 $2,044,000 -15,275
   IFP Advisors Inc 230 - 2023-12-31 53,700 $2,017,000 -21,032
   Vista Private Wealth Partners. LLC 25 - 2024-03-31 50,346 $1,966,000 -78
   RFG Advisory Group LLC 223 - 2024-03-31 49,443 $1,961,000 -462
   WOODMONT INVESTMENT COUNSEL LLC 99 - 2024-03-31 47,606 $1,888,000 -359
   Wealth Group Ltd 22 - 2024-03-31 46,548 $1,845,000 -28,464
   SageView Advisory Group LLC 123 - 2024-03-31 25,280 $1,792,000 -31,091
   Rollins Financial Advisors LLC 36 - 2024-03-31 44,791 $1,776,000 -1,567
   Rollins Financial 32 - 2023-12-31 46,358 $1,741,000 -2,726
   Treynor Bancshares Inc. 31 - 2024-03-31 42,681 $1,693,000 -185
   Global Retirement Partners LLC 265 - 2024-03-31 41,517 $1,647,000 -8,716
   SlateStone Wealth LLC 111 - 2024-03-31 40,455 $1,604,000 -672
   Capital Analysts Inc. 188 - 2024-03-31 40,406 $1,602,000 -14,163
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 16 - 2024-03-31 41,063 $1,594,000 -1,758
   CoreCap Advisors LLC 195 - 2023-12-31 41,627 $1,564,000 -1,784
   My Personal CFO LLC 33 - 2024-03-31 37,939 $1,505,000 -500
   Integrated Advisors Network LLC 252 - 2024-03-31 34,286 $1,360,000 -230
   EWA LLC 26 - 2024-03-31 33,739 $1,337,000 -436,350
   MBL Wealth LLC 75 - 2024-03-31 30,695 $1,217,000 -1,002
   Wela Strategies LLC 21 - 2024-03-31 28,105 $1,115,000 -5,188
   G&S Capital LLC 69 - 2024-03-31 27,940 $1,108,000 -423
   PATRON PARTNERS ADVISORS LLC 36 - 2024-03-31 27,044 $1,073,000 -5,827
   Fort Sheridan Advisors LLC 82 - 2024-03-31 26,980 $1,070,000 -136
   Stratos Wealth Partners LTD. 620 - 2024-03-31 26,193 $1,039,000 -532
   COMERICA SECURITIESINC. 204 - 2023-09-30 28,964 $973,000 -36
   Trust Co 59 - 2024-03-31 24,189 $959,000 -2,037
   EHRLICH FINANCIAL GROUP 30 - 2024-03-31 22,026 $874,000 -1,698
   Wolff Financial Management LLC 48 - 2024-03-31 20,193 $801,000 -2,114
   G2 CAPITAL MANAGEMENT LLC / OH 37 - 2024-03-31 18,666 $740,000 -814
   WEALTH MANAGEMENT RESOURCES INC. 32 - 2024-03-31 18,373 $729,000 -6,427
   Visionary Wealth Advisors 276 - 2024-03-31 17,273 $685,000 -5,326
   AVAII WEALTH MANAGEMENT LLC 46 - 2024-03-31 16,765 $665,000 -200
   CITIGROUP INC 2581 - 2024-03-31 16,316 $647,000 -613
   WEALTHSOURCE PARTNERS LLC 277 - 2023-12-31 16,317 $613,000 -207
   Family Asset Management LLC 63 - 2024-03-31 14,513 $576,000 -781
   JOHNSON FINANCIAL GROUP, INC. 182 - 2024-03-31 13,542 $537,000 -10,279
   Cooper Financial Group 204 - 2024-03-31 13,076 $519,000 -12,343
   DORSEY & WHITNEY TRUST CO LLC 355 - 2024-03-31 12,881 $511,000 -3,657
   Bordeaux Wealth Advisors LLC 58 - 2024-03-31 12,277 $487,000 -4,122
   THOROUGHBRED FINANCIAL SERVICES LLC 297 - 2024-03-31 11,242 $445,000 -401
   IHT Wealth Management LLC 685 - 2024-03-31 10,808 $429,000 -802
  100 Records found
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