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 |
|---|---|---|---|---|---|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
4,529
shares
|
$835,917
0.15% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,522
shares
|
$834,625
0.71% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,502
shares
|
$830,934
0.56% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,497
shares
|
$830,011
0.04% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,496
shares
|
$829,826
0.16% of portfolio
|
Q3 2024
Added 105.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$821,336
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,445
shares
|
$820,413
0.15% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,443
shares
|
$820,044
0.01% of portfolio
|
Q3 2024
Added 27.23%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
4,431
shares
|
$817,829
0.25% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
4,354
shares
|
$803,617
0.42% of portfolio
|
Q4 2023
Added 157.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$797,526
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
4,306
shares
|
$794,758
0.53% of portfolio
|
Q3 2024
Added 68.53%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
4,271
shares
|
$788,298
0.07% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
4,263
shares
|
$786,821
0.29% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
4,222
shares
|
$779,254
0.2% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,217
shares
|
$778,331
0.03% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,215
shares
|
$777,962
0.03% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,193
shares
|
$773,902
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$770,026
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,152
shares
|
$766,334
0.66% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
4,142
shares
|
$764,488
1.83% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
4,111
shares
|
$758,767
0.04% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,029
shares
|
$743,632
0.21% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
4,028
shares
|
$743,447
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,027
shares
|
$743,263
0.14% of portfolio
|
Q3 2024
New holding
|