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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.42 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
29,203
shares
|
$5.41 Million
4.49% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,161
shares
|
$5.4 Million
0.33% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
29,097
shares
|
$5.39 Million
2.31% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
29,074
shares
|
$5.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
29,025
shares
|
$5.37 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
28,954
shares
|
$5.36 Million
0.22% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,532
shares
|
$5.28 Million
2.91% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
28,486
shares
|
$5.27 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
28,458
shares
|
$5.27 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
28,433
shares
|
$5.26 Million
1.52% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
28,302
shares
|
$5.24 Million
3.29% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$5.22 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
27,840
shares
|
$5.15 Million
2.13% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
27,786
shares
|
$5.14 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
27,694
shares
|
$5.13 Million
0.9% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$5.12 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
27,416
shares
|
$5.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
27,397
shares
|
$5.07 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
27,386
shares
|
$5.07 Million
0.12% of portfolio
|
Q4 2024
Added 77.75%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
27,174
shares
|
$5.03 Million
3.15% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
27,010
shares
|
$5 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
26,912
shares
|
$4.98 Million
1.89% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
26,902
shares
|
$4.98 Million
0.86% of portfolio
|
Q4 2024
Added 153.62%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
26,634
shares
|
$4.93 Million
3.87% of portfolio
|
Q4 2024
New holding
|