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 |
|---|---|---|---|---|---|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
54,404
shares
|
$9.94 Million
4.34% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
53,243
shares
|
$9.73 Million
4.38% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
52,426
shares
|
$9.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
52,313
shares
|
$9.56 Million
1.48% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
51,845
shares
|
$9.47 Million
1.53% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
51,400
shares
|
$9.39 Million
0.74% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
50,999
shares
|
$9.32 Million
1.0% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
50,080
shares
|
$9.15 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
49,772
shares
|
$9.09 Million
0.99% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
49,761
shares
|
$9.09 Million
1.46% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
49,418
shares
|
$9.03 Million
1.3% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
49,340
shares
|
$9.02 Million
2.91% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
48,500
shares
|
$8.86 Million
3.81% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
48,355
shares
|
$8.84 Million
0.01% of portfolio
|
Q3 2024
Added 67.04%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
48,336
shares
|
$8.83 Million
3.61% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,561
shares
|
$8.69 Million
0.49% of portfolio
|
Q3 2024
Added 81.39%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$8.67 Million
5.26% of portfolio
|
Q2 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
47,157
shares
|
$8.62 Million
0.24% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
47,021
shares
|
$8.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
46,758
shares
|
$8.54 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
46,756
shares
|
$8.54 Million
0.17% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
46,390
shares
|
$8.48 Million
7.06% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
46,359
shares
|
$8.47 Million
2.98% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
46,101
shares
|
$8.42 Million
5.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
45,942
shares
|
$8.39 Million
0.37% of portfolio
|
Q2 2024
Added 3.49%
|