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 1,446 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
109,579
shares
|
$20.3 Million
1.86% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
109,498
shares
|
$20.3 Million
3.07% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
107,904
shares
|
$20 Million
2.9% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
107,753
shares
|
$20 Million
2.09% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
107,438
shares
|
$19.9 Million
7.47% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
104,139
shares
|
$19.3 Million
1.8% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
104,132
shares
|
$19.3 Million
3.99% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
104,064
shares
|
$19.3 Million
3.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
103,968
shares
|
$19.3 Million
3.43% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
103,172
shares
|
$19.1 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
103,137
shares
|
$19.1 Million
7.14% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
101,742
shares
|
$18.9 Million
0.19% of portfolio
|
Q3 2024
Added 6006.96%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
101,709
shares
|
$18.8 Million
1.99% of portfolio
|
Q3 2024
Reduced 25.85%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
101,439
shares
|
$18.8 Million
0.27% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
100,855
shares
|
$18.7 Million
6.76% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
100,796
shares
|
$18.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
100,016
shares
|
$18.5 Million
7.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
99,502
shares
|
$18.4 Million
1.15% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
99,067
shares
|
$18.4 Million
8.65% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
98,386
shares
|
$18.2 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
98,322
shares
|
$18.2 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
98,051
shares
|
$18.2 Million
3.62% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
97,927
shares
|
$18.1 Million
7.23% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
97,296
shares
|
$18 Million
1.11% of portfolio
|
Q3 2024
Added 101.47%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
96,652
shares
|
$17.9 Million
4.1% of portfolio
|
Q3 2024
Reduced 5.02%
|