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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
69,474
shares
|
$12.9 Million
2.95% of portfolio
|
Q3 2024
Reduced 72.86%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
69,061
shares
|
$12.8 Million
3.16% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
67,646
shares
|
$12.5 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
67,618
shares
|
$12.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
66,224
shares
|
$12.3 Million
4.63% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
66,064
shares
|
$12.2 Million
6.81% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
65,996
shares
|
$12.2 Million
8.5% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
65,995
shares
|
$12.2 Million
0.8% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
65,886
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$12.1 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
64,661
shares
|
$12 Million
0.39% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
64,608
shares
|
$12 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
64,496
shares
|
$12 Million
0.12% of portfolio
|
Q3 2024
Added 248.46%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
64,062
shares
|
$11.9 Million
0.9% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
63,798
shares
|
$11.8 Million
4.56% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
63,563
shares
|
$11.8 Million
5.94% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
63,478
shares
|
$11.8 Million
2.82% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
62,615
shares
|
$11.6 Million
0.19% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
62,001
shares
|
$11.5 Million
4.06% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
61,379
shares
|
$11.4 Million
3.21% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
61,344
shares
|
$11.4 Million
0.55% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
61,297
shares
|
$11.4 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
61,119
shares
|
$11.3 Million
6.73% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
60,550
shares
|
$11.2 Million
0.3% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
60,328
shares
|
$11.2 Million
5.12% of portfolio
|
Q3 2024
Added 3.81%
|