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 1,554 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $43.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
45,648
shares
|
$8.45 Million
3.79% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
45,621
shares
|
$8.44 Million
2.34% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
45,450
shares
|
$8.41 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
45,072
shares
|
$8.34 Million
0.0% of portfolio
|
Q4 2024
Added 132.33%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
44,792
shares
|
$8.29 Million
9.11% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,749
shares
|
$8.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
44,683
shares
|
$8.27 Million
4.32% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
44,623
shares
|
$8.26 Million
4.14% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
44,588
shares
|
$8.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
44,239
shares
|
$8.19 Million
0.15% of portfolio
|
Q4 2024
Added 48.5%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
44,182
shares
|
$8.18 Million
1.83% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
43,284
shares
|
$8.01 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
42,961
shares
|
$7.95 Million
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
42,811
shares
|
$7.92 Million
1.1% of portfolio
|
Q4 2024
Added 37.83%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
42,712
shares
|
$7.91 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,437
shares
|
$7.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
41,771
shares
|
$7.73 Million
6.58% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
41,758
shares
|
$7.73 Million
4.49% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
41,629
shares
|
$7.71 Million
4.4% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
41,344
shares
|
$7.65 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
41,099
shares
|
$7.61 Million
0.01% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
40,888
shares
|
$7.57 Million
0.22% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
40,814
shares
|
$7.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
40,355
shares
|
$7.47 Million
0.22% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
40,158
shares
|
$7.43 Million
6.51% of portfolio
|
Q4 2024
New holding
|