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 |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,058
shares
|
$1.67 Million
0.9% of portfolio
|
Q3 2024
Added 61.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,972
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
8,866
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
8,856
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
8,765
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Added 49.34%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,763
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
8,713
shares
|
$1.61 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
8,692
shares
|
$1.6 Million
0.82% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
8,657
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
8,644
shares
|
$1.6 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,570
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
8,546
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
8,536
shares
|
$1.58 Million
0.46% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,531
shares
|
$1.57 Million
0.36% of portfolio
|
Q2 2024
Added 53.46%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
8,525
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2024
Added 30.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,400
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,319
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,234
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,231
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
8,175
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
8,162
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2022
Reduced 75.02%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
8,140
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,136
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.86%
|