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 236 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,466
shares
|
$598,162
0.04% of portfolio
|
Q4 2024
Added 155.98%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
3,427
shares
|
$591,431
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$589,360
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,400
shares
|
$586,772
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
3,362
shares
|
$580,213
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,358
shares
|
$579,523
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
3,352
shares
|
$578,488
0.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,332
shares
|
$575,036
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,298
shares
|
$569,168
0.03% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,294
shares
|
$568,478
0.22% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,283
shares
|
$566,580
0.53% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
3,258
shares
|
$562,265
0.32% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
3,244
shares
|
$559,849
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
3,235
shares
|
$558,296
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,223
shares
|
$556,225
0.16% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,223
shares
|
$556,225
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
3,219
shares
|
$555,535
0.19% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
3,214
shares
|
$554,672
0.18% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
3,197
shares
|
$551,738
0.28% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,187
shares
|
$550,012
0.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,176
shares
|
$548,114
0.07% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,159
shares
|
$545,180
0.03% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
3,156
shares
|
$544,662
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$544,489
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,129
shares
|
$540,002
0.03% of portfolio
|
Q4 2024
Reduced 10.45%
|