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 1,283 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
454,084
shares
|
$75.3 Million
0.87% of portfolio
|
Q1 2024
Added 0.08%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$75.1 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
448,224
shares
|
$74.3 Million
0.81% of portfolio
|
Q1 2024
Added 1.77%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
443,753
shares
|
$73.5 Million
0.76% of portfolio
|
Q1 2024
Added 156.2%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
437,435
shares
|
$72.5 Million
0.24% of portfolio
|
Q1 2024
Added 9.05%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
432,782
shares
|
$71.7 Million
2.0% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$68.9 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
407,911
shares
|
$67.6 Million
0.88% of portfolio
|
Q1 2024
Added 0.27%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
400,544
shares
|
$66.4 Million
0.77% of portfolio
|
Q1 2024
Added 26.4%
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
397,694
shares
|
$65.9 Million
9.74% of portfolio
|
Q4 2023
Added 3.34%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
384,791
shares
|
$63.8 Million
0.13% of portfolio
|
Q1 2024
Added 166.41%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
382,309
shares
|
$63.4 Million
1.02% of portfolio
|
Q1 2024
Added 1.92%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
378,010
shares
|
$62.7 Million
14.57% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
369,040
shares
|
$61.2 Million
10.48% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
357,829
shares
|
$59.3 Million
0.95% of portfolio
|
Q1 2024
Added 4.53%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
346,285
shares
|
$57.4 Million
6.71% of portfolio
|
Q1 2024
Added 81.07%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
342,986
shares
|
$56.8 Million
0.41% of portfolio
|
Q1 2024
Added 9.07%
|
|
Financial Advisors, LLC
Andover, MA |
May 03, 2024 Q1 2024 |
341,147
shares
|
$56.5 Million
11.62% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Barings LLC
|
May 08, 2024 Q1 2024 |
327,813
shares
|
$54.3 Million
1.43% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 14, 2024 Q1 2024 |
326,697
shares
|
$54.1 Million
2.12% of portfolio
|
Q1 2024
Added 19.02%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
326,151
shares
|
$54.1 Million
0.14% of portfolio
|
Q1 2024
Added 0.94%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
320,759
shares
|
$53.2 Million
4.5% of portfolio
|
Q1 2024
Added 1.6%
|
|
Baron Wealth Management LLC
Troy, MI |
May 08, 2024 Q1 2024 |
304,155
shares
|
$50.4 Million
26.54% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
303,971
shares
|
$50.4 Million
4.68% of portfolio
|
Q1 2024
Added 145.16%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
294,799
shares
|
$48.9 Million
1.09% of portfolio
|
Q1 2024
Reduced 1.47%
|