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 1,444 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
95,736
shares
|
$17.5 Million
0.97% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
94,965
shares
|
$17.4 Million
7.81% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
94,653
shares
|
$17.3 Million
1.18% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
94,005
shares
|
$17.2 Million
1.21% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$17 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$17 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
93,120
shares
|
$17 Million
0.68% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
92,172
shares
|
$16.8 Million
6.94% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
91,791
shares
|
$16.8 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
90,951
shares
|
$16.6 Million
11.74% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
90,611
shares
|
$16.6 Million
0.92% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
89,342
shares
|
$16.3 Million
3.17% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
88,230
shares
|
$16.1 Million
6.8% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
87,520
shares
|
$16 Million
1.21% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
87,501
shares
|
$16 Million
6.3% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
86,655
shares
|
$15.8 Million
6.95% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
84,933
shares
|
$15.5 Million
0.46% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
84,704
shares
|
$15.5 Million
2.86% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,647
shares
|
$15.5 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
83,758
shares
|
$15.3 Million
3.65% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
82,231
shares
|
$15 Million
5.94% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
82,014
shares
|
$15 Million
0.46% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
81,776
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
81,688
shares
|
$14.9 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
81,447
shares
|
$14.9 Million
0.66% of portfolio
|
Q3 2024
Added 5.35%
|