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 |
|---|---|---|---|---|---|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,992
shares
|
$924,967
0.32% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
4,988
shares
|
$924,226
0.29% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
4,977
shares
|
$922,188
0.21% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$917,185
0.34% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,944
shares
|
$916,073
0.07% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,944
shares
|
$916,073
0.18% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,917
shares
|
$911,070
0.1% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
4,874
shares
|
$903,103
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$891,244
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
4,806
shares
|
$890,503
0.17% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,796
shares
|
$888,650
0.15% of portfolio
|
Q3 2024
Added 33.85%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,779
shares
|
$885,500
0.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
4,769
shares
|
$883,648
0.6% of portfolio
|
Q3 2024
Added 26.03%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,767
shares
|
$883,277
0.14% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$882,536
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,736
shares
|
$877,533
0.32% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
4,716
shares
|
$873,827
1.32% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
4,706
shares
|
$871,974
0.1% of portfolio
|
Q3 2024
Added 50.54%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,686
shares
|
$868,268
0.15% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$866,786
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,639
shares
|
$859,560
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,631
shares
|
$858,077
0.1% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,585
shares
|
$849,554
0.0% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
4,557
shares
|
$844,366
0.44% of portfolio
|
Q3 2024
Added 55.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,550
shares
|
$843,069
0.67% of portfolio
|
Q3 2024
Added 20.56%
|