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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,955
shares
|
$14.8 Million
0.11% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
80,800
shares
|
$14.8 Million
1.46% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
80,187
shares
|
$14.7 Million
7.29% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
79,064
shares
|
$14.4 Million
5.07% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
78,998
shares
|
$14.4 Million
0.28% of portfolio
|
Q3 2024
Added 317.78%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
78,743
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Added 178.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
78,220
shares
|
$14.3 Million
4.13% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
78,208
shares
|
$14.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
78,013
shares
|
$14.3 Million
2.58% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
77,867
shares
|
$14.2 Million
4.87% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
76,798
shares
|
$14 Million
1.95% of portfolio
|
Q3 2024
Added 2476.25%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
76,712
shares
|
$14 Million
2.65% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
74,844
shares
|
$13.7 Million
2.13% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
73,722
shares
|
$13.5 Million
1.34% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
73,615
shares
|
$13.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
73,557
shares
|
$13.4 Million
7.3% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
72,363
shares
|
$13.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
71,862
shares
|
$13.1 Million
1.04% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
71,228
shares
|
$13 Million
3.16% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,942
shares
|
$13 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
70,872
shares
|
$12.9 Million
0.64% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
70,454
shares
|
$12.9 Million
0.39% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
70,275
shares
|
$12.8 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
69,474
shares
|
$12.7 Million
2.95% of portfolio
|
Q3 2024
Reduced 72.86%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
69,061
shares
|
$12.6 Million
3.16% of portfolio
|
Q3 2024
Added 0.25%
|