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 |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
35,239
shares
|
$6.52 Million
2.56% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
35,226
shares
|
$6.52 Million
0.53% of portfolio
|
Q4 2024
Added 440225.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
34,930
shares
|
$6.47 Million
0.68% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
34,899
shares
|
$6.46 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
34,854
shares
|
$6.45 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
34,748
shares
|
$6.43 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
34,700
shares
|
$6.42 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
34,454
shares
|
$6.38 Million
5.74% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
33,973
shares
|
$6.29 Million
3.78% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
33,556
shares
|
$6.21 Million
0.52% of portfolio
|
Q2 2023
Added 6.73%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
33,145
shares
|
$6.14 Million
0.9% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
32,937
shares
|
$6.1 Million
2.29% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
32,752
shares
|
$6.06 Million
0.32% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,644
shares
|
$6.04 Million
0.13% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
32,516
shares
|
$6.02 Million
0.82% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,466
shares
|
$6.01 Million
0.48% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
32,428
shares
|
$6 Million
2.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,414
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Added 74.7%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
32,328
shares
|
$5.98 Million
1.13% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32,293
shares
|
$5.98 Million
2.32% of portfolio
|
Q2 2023
Added 49.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
32,282
shares
|
$5.98 Million
0.27% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
31,889
shares
|
$5.9 Million
2.37% of portfolio
|
Q4 2024
Reduced 59.67%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
31,847
shares
|
$5.9 Million
0.52% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
31,838
shares
|
$5.89 Million
0.89% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31,836
shares
|
$5.89 Million
0.32% of portfolio
|
Q4 2022
Added 59.46%
|