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 1,519 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
1,887
shares
|
$347,887
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
1,885
shares
|
$347,518
0.03% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$347,149
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
1,883
shares
|
$347,149
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,878
shares
|
$346,228
0.01% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,876
shares
|
$345,859
0.06% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,871
shares
|
$344,937
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,867
shares
|
$344,200
0.11% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,848
shares
|
$340,697
0.01% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,838
shares
|
$338,853
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,835
shares
|
$338,300
0.03% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$335,350
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,819
shares
|
$335,350
0.25% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,818
shares
|
$335,166
0.24% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$332,954
0.02% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
1,804
shares
|
$332,585
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
1,803
shares
|
$332,401
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$331,848
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,774
shares
|
$327,054
0.08% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,769
shares
|
$326,132
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,768
shares
|
$325,948
0.12% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,756
shares
|
$323,736
0.02% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,755
shares
|
$323,551
0.41% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,746
shares
|
$321,892
0.06% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,725
shares
|
$318,021
0.03% of portfolio
|
Q4 2024
Added 3.29%
|