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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,060
shares
|
$566,436
0.06% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$565,696
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,052
shares
|
$564,955
0.36% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,026
shares
|
$560,142
0.07% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,022
shares
|
$559,402
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$555,330
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,997
shares
|
$554,774
0.1% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,997
shares
|
$554,774
0.06% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
2,995
shares
|
$554,404
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,994
shares
|
$554,219
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,986
shares
|
$552,738
0.0% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,986
shares
|
$552,738
0.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$550,702
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,970
shares
|
$549,776
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
2,968
shares
|
$549,406
0.02% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
2,966
shares
|
$549,036
0.0% of portfolio
|
Q4 2024
Reduced 76.14%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,958
shares
|
$547,555
0.05% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$544,778
0.02% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,942
shares
|
$544,593
0.01% of portfolio
|
Q3 2024
Added 36.46%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$543,112
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
2,926
shares
|
$541,631
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,925
shares
|
$541,446
0.23% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,912
shares
|
$539,040
0.04% of portfolio
|
Q4 2024
Reduced 71.41%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,900
shares
|
$536,819
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,877
shares
|
$532,561
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|