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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
34,770
shares
|
$6.35 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
34,701
shares
|
$6.34 Million
1.15% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
34,279
shares
|
$6.26 Million
0.48% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
34,142
shares
|
$6.24 Million
2.68% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
34,013
shares
|
$6.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33,976
shares
|
$6.21 Million
0.15% of portfolio
|
Q3 2024
Added 131.03%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
33,767
shares
|
$6.17 Million
0.31% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
33,699
shares
|
$6.16 Million
4.79% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
33,556
shares
|
$6.13 Million
0.52% of portfolio
|
Q2 2023
Added 6.73%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
33,317
shares
|
$6.09 Million
0.59% of portfolio
|
Q3 2024
Added 917.62%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
33,145
shares
|
$6.06 Million
0.9% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
32,941
shares
|
$6.02 Million
1.48% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,644
shares
|
$5.96 Million
0.13% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
32,508
shares
|
$5.94 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
32,347
shares
|
$5.91 Million
2.3% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32,293
shares
|
$5.9 Million
2.32% of portfolio
|
Q2 2023
Added 49.07%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
32,286
shares
|
$5.9 Million
2.45% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
32,200
shares
|
$5.88 Million
0.01% of portfolio
|
Q3 2024
Added 373.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
32,022
shares
|
$5.85 Million
0.25% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
31,964
shares
|
$5.84 Million
4.24% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31,836
shares
|
$5.82 Million
0.32% of portfolio
|
Q4 2022
Added 59.46%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,812
shares
|
$5.81 Million
1.46% of portfolio
|
Q4 2022
Reduced 99.12%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,765
shares
|
$5.8 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
31,650
shares
|
$5.78 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
31,640
shares
|
$5.78 Million
2.11% of portfolio
|
Q3 2024
Reduced 6.19%
|