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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
18,640
shares
|
$3.44 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,622
shares
|
$3.44 Million
1.93% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
18,564
shares
|
$3.43 Million
0.27% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,554
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,535
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
18,422
shares
|
$3.4 Million
2.29% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
18,251
shares
|
$3.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
18,193
shares
|
$3.36 Million
2.11% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
18,190
shares
|
$3.36 Million
0.21% of portfolio
|
Q2 2021
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
18,187
shares
|
$3.36 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
18,187
shares
|
$3.36 Million
0.2% of portfolio
|
Q3 2024
Added 55.57%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
18,145
shares
|
$3.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
17,931
shares
|
$3.31 Million
0.76% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,881
shares
|
$3.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
17,802
shares
|
$3.29 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,736
shares
|
$3.27 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,725
shares
|
$3.27 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
17,664
shares
|
$3.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 32.07%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
17,586
shares
|
$3.25 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
17,490
shares
|
$3.23 Million
0.09% of portfolio
|
Q3 2024
Added 986.48%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.18 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,155
shares
|
$3.17 Million
0.25% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
16,894
shares
|
$3.12 Million
4.14% of portfolio
|
Q3 2024
Reduced 75.37%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
16,835
shares
|
$3.11 Million
3.12% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
16,825
shares
|
$3.11 Million
1.68% of portfolio
|
Q3 2024
Added 2.92%
|