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 |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,641
shares
|
$488,875
0.39% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,636
shares
|
$487,949
0.25% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,599
shares
|
$481,100
0.12% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,593
shares
|
$479,990
0.24% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
2,592
shares
|
$479,805
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
2,588
shares
|
$479,064
0.16% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,584
shares
|
$478,324
0.28% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,580
shares
|
$477,583
0.05% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$477,213
0.03% of portfolio
|
Q2 2024
Added 111.14%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
2,578
shares
|
$477,213
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
2,577
shares
|
$477,028
0.04% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
2,575
shares
|
$476,658
0.33% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,564
shares
|
$474,622
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,560
shares
|
$473,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,552
shares
|
$472,400
0.03% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,540
shares
|
$470,179
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
2,536
shares
|
$469,438
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,514
shares
|
$465,366
0.01% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,505
shares
|
$463,700
0.04% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
2,484
shares
|
$459,813
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,482
shares
|
$459,443
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
2,477
shares
|
$458,517
0.05% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,477
shares
|
$458,517
0.09% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,468
shares
|
$456,851
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
2,461
shares
|
$455,555
0.16% of portfolio
|
Q3 2024
Reduced 98.37%
|