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 1,560 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $43.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,225
shares
|
$782,089
0.29% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
4,222
shares
|
$781,534
0.21% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$772,278
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,122
shares
|
$763,023
0.0% of portfolio
|
Q4 2024
Added 37.35%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,111
shares
|
$760,987
0.04% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,095
shares
|
$758,025
0.14% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,083
shares
|
$755,804
0.24% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,043
shares
|
$748,399
0.03% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
4,024
shares
|
$744,882
0.4% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
4,008
shares
|
$741,920
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
4,004
shares
|
$741,180
0.36% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
3,986
shares
|
$737,848
0.15% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,930
shares
|
$727,482
0.15% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,908
shares
|
$723,409
0.66% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,844
shares
|
$711,562
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,839
shares
|
$710,637
0.32% of portfolio
|
Q1 2023
Reduced 26.74%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,838
shares
|
$710,452
0.6% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
3,831
shares
|
$709,156
0.34% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,805
shares
|
$704,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,803
shares
|
$703,973
0.02% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
3,796
shares
|
$702,677
0.15% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,781
shares
|
$699,900
0.44% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,757
shares
|
$695,458
0.17% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,732
shares
|
$690,830
0.27% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,717
shares
|
$688,053
0.65% of portfolio
|
Q4 2024
New holding
|