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 |
|---|---|---|---|---|---|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$650,609
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,517
shares
|
$649,132
0.0% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,503
shares
|
$646,548
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,494
shares
|
$644,887
0.04% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
3,445
shares
|
$635,843
0.14% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,440
shares
|
$634,920
0.02% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,427
shares
|
$632,521
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$630,306
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
3,404
shares
|
$628,276
0.05% of portfolio
|
Q3 2024
Reduced 45.06%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
3,400
shares
|
$627,538
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
3,378
shares
|
$623,477
0.11% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
3,373
shares
|
$622,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,358
shares
|
$619,786
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
3,353
shares
|
$618,863
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,319
shares
|
$612,587
0.2% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
3,308
shares
|
$610,557
0.35% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
3,276
shares
|
$604,651
0.02% of portfolio
|
Q3 2024
Reduced 48.56%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
3,270
shares
|
$603,543
0.45% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,234
shares
|
$596,899
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,209
shares
|
$592,285
0.12% of portfolio
|
Q3 2024
Reduced 26.82%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,170
shares
|
$585,086
0.22% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,156
shares
|
$582,502
0.03% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$582,318
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
3,128
shares
|
$577,334
0.02% of portfolio
|
Q3 2024
Added 38.41%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,128
shares
|
$577,334
0.16% of portfolio
|
Q3 2024
Reduced 8.38%
|