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 $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
8,075
shares
|
$1.5 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
8,045
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,036
shares
|
$1.49 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
8,034
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
8,006
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
8,005
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,996
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,971
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,943
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,928
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,902
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,899
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
7,882
shares
|
$1.46 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
7,849
shares
|
$1.45 Million
0.83% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
7,831
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,688
shares
|
$1.42 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,539
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,535
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
7,528
shares
|
$1.39 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,515
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 192.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,457
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
7,261
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
7,126
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,118
shares
|
$1.32 Million
0.62% of portfolio
|
Q4 2023
Added 0.03%
|