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 1,494 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,611
shares
|
$295,956
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,607
shares
|
$295,221
0.05% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,606
shares
|
$295,038
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,604
shares
|
$294,670
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,595
shares
|
$293,017
0.0% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
1,586
shares
|
$291,364
0.01% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,581
shares
|
$290,445
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,581
shares
|
$290,445
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,579
shares
|
$290,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,577
shares
|
$289,710
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,572
shares
|
$288,792
0.11% of portfolio
|
Q3 2024
Added 258.09%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,568
shares
|
$288,057
0.02% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,562
shares
|
$286,955
0.18% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,562
shares
|
$286,955
0.04% of portfolio
|
Q3 2024
Reduced 45.04%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,558
shares
|
$286,220
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,557
shares
|
$286,036
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,557
shares
|
$286,036
0.03% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,553
shares
|
$285,301
0.01% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,551
shares
|
$284,934
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,544
shares
|
$283,648
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,543
shares
|
$283,464
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,540
shares
|
$282,913
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
1,532
shares
|
$281,443
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,528
shares
|
$280,708
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
1,511
shares
|
$277,585
0.15% of portfolio
|
Q4 2024
Reduced 4.79%
|