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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
7,103
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
7,098
shares
|
$1.31 Million
0.33% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,961
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
6,874
shares
|
$1.27 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
6,865
shares
|
$1.27 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
6,849
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,845
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
6,802
shares
|
$1.26 Million
0.94% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,772
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,725
shares
|
$1.24 Million
0.79% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
6,598
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
6,470
shares
|
$1.19 Million
0.45% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,459
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,431
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,414
shares
|
$1.18 Million
0.52% of portfolio
|
Q3 2024
Added 237.22%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
6,350
shares
|
$1.17 Million
0.92% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
6,324
shares
|
$1.17 Million
2.14% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,309
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,302
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
6,296
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
6,291
shares
|
$1.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,288
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
6,284
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
6,281
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,275
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 1.9%
|