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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$541,528
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
2,933
shares
|
$541,343
0.3% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
2,926
shares
|
$540,051
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,925
shares
|
$539,867
0.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,908
shares
|
$536,729
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
2,880
shares
|
$531,561
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,876
shares
|
$530,823
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,872
shares
|
$530,085
0.07% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
2,854
shares
|
$526,762
0.58% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
2,852
shares
|
$526,393
0.02% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,848
shares
|
$525,655
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,845
shares
|
$525,101
0.0% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,838
shares
|
$523,809
0.23% of portfolio
|
Q2 2024
Added 76.82%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
2,828
shares
|
$521,963
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,817
shares
|
$519,933
0.26% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,806
shares
|
$517,903
0.04% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,773
shares
|
$511,812
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
2,765
shares
|
$510,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
2,765
shares
|
$510,336
0.16% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,752
shares
|
$507,936
0.04% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,699
shares
|
$498,154
0.25% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,699
shares
|
$498,154
0.1% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,690
shares
|
$496,493
0.11% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,686
shares
|
$495,755
0.18% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,679
shares
|
$494,463
0.03% of portfolio
|
Q3 2024
Added 33.22%
|