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 1,578 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
487,446
shares
|
$82.7 Million
12.28% of portfolio
|
Q4 2023
Added 9.13%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
487,282
shares
|
$82.6 Million
0.84% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
484,702
shares
|
$82.2 Million
11.33% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
477,473
shares
|
$81 Million
0.83% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
475,731
shares
|
$80.7 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
469,145
shares
|
$79.6 Million
0.14% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
465,488
shares
|
$79 Million
6.59% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
463,077
shares
|
$78.5 Million
0.47% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
460,410
shares
|
$78.1 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
457,908
shares
|
$77.7 Million
0.81% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$76.8 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
432,354
shares
|
$73.3 Million
2.16% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
430,332
shares
|
$73 Million
1.23% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
424,339
shares
|
$72 Million
7.09% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
417,816
shares
|
$70.9 Million
7.95% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$70.5 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
412,727
shares
|
$70 Million
1.04% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
406,894
shares
|
$69 Million
0.21% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
402,217
shares
|
$68.2 Million
0.92% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
396,032
shares
|
$67.2 Million
14.72% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
386,400
shares
|
$65.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
372,215
shares
|
$63.1 Million
1.59% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
367,169
shares
|
$62.3 Million
5.35% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
366,432
shares
|
$62.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
351,020
shares
|
$59.5 Million
1.65% of portfolio
|
Q4 2024
New holding
|