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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,189
shares
|
$404,023
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,188
shares
|
$403,839
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
2,186
shares
|
$403,470
0.29% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
2,184
shares
|
$403,100
0.32% of portfolio
|
Q3 2024
Added 31.57%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,178
shares
|
$401,993
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
2,171
shares
|
$400,701
0.17% of portfolio
|
Q3 2024
Reduced 88.87%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,167
shares
|
$399,963
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
2,162
shares
|
$399,040
0.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$398,671
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,159
shares
|
$398,486
0.07% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,159
shares
|
$398,486
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$397,194
0.16% of portfolio
|
Q3 2024
Added 106.72%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
2,151
shares
|
$397,010
0.0% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,149
shares
|
$396,640
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,145
shares
|
$395,902
0.08% of portfolio
|
Q3 2022
Added 19.83%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,141
shares
|
$395,164
0.17% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,134
shares
|
$393,872
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,132
shares
|
$393,503
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,117
shares
|
$390,734
0.02% of portfolio
|
Q3 2024
Added 65.39%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
2,090
shares
|
$385,751
0.12% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
2,089
shares
|
$385,566
0.28% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,078
shares
|
$383,536
0.03% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
2,077
shares
|
$383,351
0.18% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$381,506
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,063
shares
|
$380,767
0.02% of portfolio
|
Q3 2024
Reduced 15.24%
|