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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
22,822
shares
|
$4.21 Million
1.22% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
22,817
shares
|
$4.21 Million
3.7% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,689
shares
|
$4.19 Million
3.54% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
22,665
shares
|
$4.18 Million
0.62% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
22,590
shares
|
$4.17 Million
1.88% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
22,472
shares
|
$4.15 Million
1.66% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
22,293
shares
|
$4.11 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
22,175
shares
|
$4.09 Million
5.12% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
21,946
shares
|
$4.05 Million
1.08% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
21,932
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,893
shares
|
$4.04 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
21,788
shares
|
$4.02 Million
1.9% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
21,581
shares
|
$3.98 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
21,542
shares
|
$3.98 Million
0.92% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
21,491
shares
|
$3.97 Million
2.4% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
21,445
shares
|
$3.96 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,383
shares
|
$3.95 Million
1.5% of portfolio
|
Q1 2024
Added 12.83%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
21,342
shares
|
$3.94 Million
1.18% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
21,027
shares
|
$3.88 Million
3.5% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
21,000
shares
|
$3.88 Million
0.31% of portfolio
|
Q2 2024
Reduced 38.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
20,961
shares
|
$3.87 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
20,936
shares
|
$3.86 Million
1.99% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,900
shares
|
$3.86 Million
1.1% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,857
shares
|
$3.85 Million
1.49% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
20,797
shares
|
$3.84 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.58%
|