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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$306,017
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,644
shares
|
$303,433
0.01% of portfolio
|
Q2 2023
Reduced 52.06%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
1,632
shares
|
$301,218
0.06% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,632
shares
|
$301,218
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$300,479
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
1,621
shares
|
$299,187
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,615
shares
|
$298,080
0.06% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,612
shares
|
$297,526
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,611
shares
|
$297,342
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,607
shares
|
$296,603
0.05% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,606
shares
|
$296,419
0.12% of portfolio
|
Q2 2024
Added 31.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,595
shares
|
$294,389
0.0% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
1,595
shares
|
$294,389
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
1,591
shares
|
$293,650
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
1,587
shares
|
$292,912
0.17% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,579
shares
|
$291,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,578
shares
|
$291,251
0.04% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
1,577
shares
|
$291,066
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,572
shares
|
$290,144
0.11% of portfolio
|
Q3 2024
Added 258.09%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,568
shares
|
$289,405
0.02% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
1,568
shares
|
$289,405
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,562
shares
|
$288,298
0.04% of portfolio
|
Q3 2024
Reduced 45.04%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,556
shares
|
$287,190
0.19% of portfolio
|
Q3 2024
Reduced 68.76%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,551
shares
|
$286,268
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,540
shares
|
$284,237
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|