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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
6,263
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,234
shares
|
$1.15 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
6,210
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
6,201
shares
|
$1.14 Million
0.58% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,185
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,174
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
6,112
shares
|
$1.13 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
6,074
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
6,051
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2023
Reduced 0.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$1.11 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,995
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,985
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,960
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,919
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
5,911
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,897
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,889
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,829
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
5,826
shares
|
$1.08 Million
0.53% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
5,823
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
5,811
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,801
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,769
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.41%
|