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 1,445 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$81.9 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
448,782
shares
|
$81.2 Million
0.81% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
437,769
shares
|
$79.2 Million
11.45% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
437,372
shares
|
$79.1 Million
0.5% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
425,802
shares
|
$77 Million
0.14% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$75.1 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
415,220
shares
|
$75.1 Million
7.26% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
414,900
shares
|
$75 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
410,589
shares
|
$74.3 Million
7.63% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
405,565
shares
|
$73.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
401,020
shares
|
$72.5 Million
14.6% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
399,550
shares
|
$72.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
398,196
shares
|
$72 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
397,796
shares
|
$71.9 Million
1.13% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
395,226
shares
|
$71.5 Million
6.4% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
391,294
shares
|
$70.8 Million
5.65% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
378,695
shares
|
$68.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 59.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
375,104
shares
|
$67.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
370,401
shares
|
$67 Million
0.09% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
348,660
shares
|
$63.1 Million
5.35% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
338,231
shares
|
$61.2 Million
11.57% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 12, 2024 Q3 2024 |
337,472
shares
|
$61 Million
25.1% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
337,432
shares
|
$61 Million
2.27% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
335,061
shares
|
$60.6 Million
1.51% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
332,084
shares
|
$60.1 Million
1.57% of portfolio
|
Q3 2024
Added 1.32%
|