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 |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$1.05 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
5,707
shares
|
$1.05 Million
0.77% of portfolio
|
Q2 2024
Added 130.4%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,669
shares
|
$1.05 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,543
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,520
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 57.62%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,513
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
5,498
shares
|
$1.01 Million
0.38% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,495
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
5,422
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,418
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
5,407
shares
|
$997,969
0.26% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,388
shares
|
$994,463
0.34% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,336
shares
|
$984,865
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
5,336
shares
|
$984,865
0.0% of portfolio
|
Q3 2024
Reduced 39.98%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
5,304
shares
|
$978,959
0.21% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,291
shares
|
$976,559
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,275
shares
|
$973,606
0.77% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,231
shares
|
$965,485
0.06% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,206
shares
|
$960,871
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,149
shares
|
$950,350
0.11% of portfolio
|
Q3 2024
Added 124.06%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
5,116
shares
|
$944,260
0.33% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$927,464
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
5,013
shares
|
$925,249
0.39% of portfolio
|
Q3 2024
Reduced 5.29%
|