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 $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,878
shares
|
$346,622
0.01% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
1,867
shares
|
$344,592
0.11% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$335,732
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
1,818
shares
|
$335,548
0.24% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,817
shares
|
$335,363
0.18% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,804
shares
|
$332,964
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
1,803
shares
|
$332,779
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,800
shares
|
$332,226
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,774
shares
|
$327,427
0.08% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,756
shares
|
$324,104
0.02% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,755
shares
|
$323,920
0.41% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
1,746
shares
|
$322,259
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,734
shares
|
$320,044
0.03% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,728
shares
|
$318,936
0.16% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,719
shares
|
$317,275
0.0% of portfolio
|
Q3 2024
Added 38.07%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,702
shares
|
$314,138
0.16% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,695
shares
|
$312,846
0.01% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$311,923
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
1,688
shares
|
$311,554
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$311,554
0.0% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,685
shares
|
$311,000
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$308,970
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,670
shares
|
$308,231
0.03% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$306,386
0.04% of portfolio
|
Q4 2023
Reduced 12.4%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$306,017
0.06% of portfolio
|
Q3 2023
New holding
|