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 $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
28,929
shares
|
$5.34 Million
0.28% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
28,903
shares
|
$5.33 Million
3.38% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
28,837
shares
|
$5.32 Million
1.24% of portfolio
|
Q3 2024
Added 31.73%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
28,824
shares
|
$5.32 Million
1.01% of portfolio
|
Q3 2024
Added 1587.59%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
28,811
shares
|
$5.32 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
28,788
shares
|
$5.31 Million
1.14% of portfolio
|
Q4 2022
Added 11.21%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
28,682
shares
|
$5.29 Million
1.43% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
28,486
shares
|
$5.26 Million
2.97% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,262
shares
|
$5.22 Million
0.19% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$5.2 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
28,184
shares
|
$5.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
27,933
shares
|
$5.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
27,931
shares
|
$5.16 Million
1.64% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,786
shares
|
$5.13 Million
0.32% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,737
shares
|
$5.12 Million
0.16% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
27,707
shares
|
$5.11 Million
0.13% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$5.11 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
27,312
shares
|
$5.04 Million
1.1% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
27,301
shares
|
$5.04 Million
0.96% of portfolio
|
Q3 2024
Added 95.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
27,294
shares
|
$5.04 Million
2.6% of portfolio
|
Q3 2024
Added 1530.47%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
27,062
shares
|
$4.99 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
26,912
shares
|
$4.97 Million
1.89% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
26,480
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2023
Added 87.01%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
26,463
shares
|
$4.88 Million
0.68% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
26,460
shares
|
$4.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.34%
|