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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,128
shares
|
$539,830
0.16% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,100
shares
|
$534,998
0.05% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,092
shares
|
$533,617
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
3,083
shares
|
$532,064
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$532,064
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$530,856
0.13% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
3,075
shares
|
$530,683
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
3,061
shares
|
$528,267
0.5% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,060
shares
|
$528,094
0.06% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$527,404
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,052
shares
|
$526,714
0.36% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,026
shares
|
$522,227
0.07% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,022
shares
|
$521,536
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$517,740
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,997
shares
|
$517,222
0.1% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,997
shares
|
$517,222
0.06% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
2,995
shares
|
$516,877
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,994
shares
|
$516,704
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,986
shares
|
$515,323
0.0% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,986
shares
|
$515,323
0.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$513,425
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,970
shares
|
$512,562
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
2,968
shares
|
$512,217
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
|
$511,872
0.0% of portfolio
|
Q4 2024
Reduced 76.14%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,958
shares
|
$510,491
0.05% of portfolio
|
Q3 2024
Reduced 7.88%
|