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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
20,535
shares
|
$3.79 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20,530
shares
|
$3.79 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
20,503
shares
|
$3.78 Million
2.24% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
20,414
shares
|
$3.77 Million
0.14% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,321
shares
|
$3.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
20,163
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
19,902
shares
|
$3.67 Million
3.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,469
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
19,446
shares
|
$3.59 Million
2.53% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
19,400
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
Added 228.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,284
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
19,283
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
19,279
shares
|
$3.56 Million
0.83% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,248
shares
|
$3.55 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
19,225
shares
|
$3.55 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
19,215
shares
|
$3.55 Million
0.08% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
19,209
shares
|
$3.55 Million
1.28% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
19,187
shares
|
$3.54 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
19,171
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,120
shares
|
$3.53 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
19,073
shares
|
$3.52 Million
1.47% of portfolio
|
Q3 2024
Added 192.17%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
18,854
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
18,821
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
18,721
shares
|
$3.46 Million
1.74% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,683
shares
|
$3.45 Million
0.29% of portfolio
|
Q3 2024
Reduced 14.05%
|