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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
6,688
 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 55 - 2023-12-31 21,262,309 $798,612,000 -1,043,503
   BANK OF AMERICA CORP /DE/ 358 - 2023-12-31 10,978,780 $412,363,000 -1,188,810
   J P MORGAN CHASE & CO 415 - 2023-12-31 9,346,233 $351,045,000 -288,248
   AMERIPRISE FINANCIAL INC 264 - 2023-12-31 6,880,360 $258,543,000 -565,688
   MORGAN STANLEY 711 - 2023-12-31 6,102,292 $229,202,000 -75,249
   MERCER GLOBAL ADVISORS INC /ADV 38 - 2023-12-31 5,292,417 $198,783,000 -306,167
   RICHARD BERNSTEIN ADVISORS LLC 9 - 2023-12-31 4,106,268 $154,231,000 -348,769
   UBS Group AG 472 - 2023-12-31 2,248,350 $84,448,000 -176,650
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 144 - 2023-12-31 1,554,853 $58,400,000 -62,660
   BANK OF NEW YORK MELLON CORP 973 - 2024-03-31 1,385,130 $54,934,000 -101,908
   MML INVESTORS SERVICES LLC 84 - 2023-12-31 1,409,961 $52,958,000 -82,977
   Balentine LLC 11 - 2023-12-31 1,217,989 $45,748,000 -388,262
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1154 - 2023-12-31 1,047,867 $39,358,000 -26,660
   Financial Strategies Group Inc. 2 - 2024-03-31 960,006 $37,709,000 -45,327
   Advisor Group Holdings Inc. 290 - 2023-12-31 936,420 $35,177,000 -315,640
   Sage Mountain Advisors LLC 6 - 2024-03-31 875,689 $34,730,000 -2,449
   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
   BP WEALTH MANAGEMENT LLC 46 - 2023-12-31 513,754 $19,297,000 -81,032
   Richard P Slaughter Associates Inc 3 - 2024-03-31 478,204 $18,966,000 -46,685
   Tolleson Wealth Management Inc. 8 - 2023-12-31 337,142 $12,663,000 -12,815
   PRUDENTIAL FINANCIAL INC 622 - 2023-12-31 300,675 $11,293,000 -3,272
   PATTON ALBERTSON & MILLER, LLC 6 - 2024-03-31 280,973 $11,143,000 -73,821
   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 - 2024-03-31 206,861 $8,204,000 -24,627
   Wade Financial Advisory Inc 9 - 2023-12-31 211,928 $7,960,000 -7,820
   Bell Investment Advisors Inc 18 - 2023-12-31 210,700 $7,914,000 -15,635
   Vista Wealth Management Group LLC - 2024-03-31 198,351 $7,867,000 -1,467
   Crumly & Associates Inc. - 2024-03-31 174,333 $6,914,000 -3,312
   Ackerman Capital Advisors LLC 19 - 2024-03-31 146,578 $5,813,000 -34,309
   Milestone Investment Advisors LLC 19 - 2023-12-31 154,292 $5,795,000 -9,743
   RAYMOND JAMES & ASSOCIATES 1483 - 2024-03-31 145,948 $5,788,000 -8,304
   JANE STREET GROUP LLC 1378 - 2023-12-31 150,599 $5,656,000 -253,390
   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
   Northeast Financial Consultants Inc 58 - 2023-12-31 136,688 $5,134,000 -9,178
   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
   LINSCOMB & WILLIAMS INC 85 - 2023-12-31 128,923 $4,842,000 -6,247
   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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 400 - 2023-12-31 101,270 $3,804,000 -330
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 754 - 2024-03-31 90,551 $3,591,000 -22,965
   Sontag Advisory LLC 134 - 2023-12-31 93,645 $3,517,000 -20,117
   SAX WEALTH ADVISORS LLC 34 - 2023-12-31 91,532 $3,438,000 -7,798
   ADAMSBROWN WEALTH CONSULTANTS LLC - 2024-03-31 80,885 $3,208,000 -36,334
   BBR PARTNERS, LLC 35 - 2023-12-31 84,738 $3,183,000 -31,518
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 616 - 2023-09-30 91,141 $3,063,000 -4,573
   AE Wealth Management LLC 755 - 2023-12-31 81,626 $3,054,000 -11,911
   MONUMENTAL FINANCIAL GROUP INC. 13 - 2024-03-31 75,051 $2,977,000 -2,310
   WNY Asset Management LLC 40 - 2023-12-31 78,867 $2,962,000 -6,463
   FRANKLIN RESOURCES INC 1218 - 2023-12-31 77,325 $2,904,000 -35,713
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 73,001 $2,895,000 -33,568
   CAPTRUST FINANCIAL ADVISORS 771 - 2023-12-31 74,188 $2,787,000 -16,678
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 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
   Thrive Capital Management LLC 18 - 2023-12-31 71,304 $2,678,000 -11,270
   Tacita Capital Inc 19 - 2023-12-31 65,845 $2,473,000 -6,075
   PALO ALTO WEALTH ADVISORS LLC - 2024-03-31 58,022 $2,301,000 -6,566
   ICICI Prudential Asset Management Co Ltd 73 - 2023-12-31 59,678 $2,242,000 -19,190
   Tradition Wealth Management LLC 79 - 2023-12-31 59,216 $2,224,000 -27,228
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 55,814 $2,214,000 -4,646
   Capital Analysts Inc. 162 - 2023-12-31 54,569 $2,050,000 -2,433
   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
   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
   Rollins Financial 32 - 2023-12-31 46,358 $1,741,000 -2,726
   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
   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
   Betterment LLC 148 - 2023-12-31 39,088 $1,468,000 -13,641
   L & S ADVISORS INC 127 - 2023-12-31 35,136 $1,320,000 -4,393
   Integrated Advisors Network LLC 248 - 2023-12-31 34,516 $1,296,000 -5,016
   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 - 2024-03-31 27,044 $1,073,000 -5,827
   Stratos Wealth Partners LTD. 620 - 2024-03-31 26,193 $1,039,000 -532
   CREATIVE PLANNING 1231 - 2023-12-31 26,453 $994,000 -2,925
   COMERICA SECURITIESINC. 204 - 2023-09-30 28,964 $973,000 -36
   Trust Co 59 - 2024-03-31 24,189 $959,000 -2,037
   JOHNSON FINANCIAL GROUP, INC. 120 - 2023-12-31 23,821 $895,000 -25,202
   SHUFRO ROSE & CO LLC 110 - 2023-12-31 26,465 $889,000 -177
   EHRLICH FINANCIAL GROUP 30 - 2024-03-31 22,026 $874,000 -1,698
   Visionary Wealth Advisors 244 - 2023-12-31 22,599 $849,000 -12,711
   Wolff Financial Management LLC 48 - 2024-03-31 20,193 $801,000 -2,114
   REGAL INVESTMENT ADVISORS, LLC 267 - 2023-12-31 19,680 $739,000 -230,002
   WEALTH MANAGEMENT RESOURCES INC. 32 - 2024-03-31 18,373 $729,000 -6,427
   AVAII WEALTH MANAGEMENT LLC - 2024-03-31 16,765 $665,000 -200
   CITIGROUP INC 2415 - 2023-12-31 16,929 $636,000 -244
   DORSEY & WHITNEY TRUST CO LLC 296 - 2023-12-31 16,538 $621,000 -72
   WEALTHSOURCE PARTNERS LLC 277 - 2023-12-31 16,317 $613,000 -207
   Cooper Financial Group 204 - 2024-03-31 13,076 $519,000 -12,343
  100 Records found
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