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 1,445 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
327,632
shares
|
$59.3 Million
3.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
318,980
shares
|
$57.7 Million
0.38% of portfolio
|
Q3 2024
Added 164.09%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
317,085
shares
|
$57.3 Million
15.91% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
314,899
shares
|
$57 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
309,083
shares
|
$55.9 Million
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
304,643
shares
|
$55.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
303,976
shares
|
$55 Million
26.23% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
301,912
shares
|
$54.6 Million
0.51% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
299,169
shares
|
$54.1 Million
8.07% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
282,036
shares
|
$51 Million
7.69% of portfolio
|
Q3 2024
Added 11176.93%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
281,659
shares
|
$50.9 Million
1.89% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
280,978
shares
|
$50.8 Million
0.24% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
273,156
shares
|
$49.4 Million
0.31% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
266,215
shares
|
$48.1 Million
0.63% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
265,217
shares
|
$48 Million
0.6% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
264,927
shares
|
$47.9 Million
7.84% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
262,565
shares
|
$47.5 Million
0.69% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
257,275
shares
|
$46.5 Million
4.44% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
254,239
shares
|
$46 Million
1.31% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
252,618
shares
|
$45.7 Million
1.64% of portfolio
|
Q3 2024
Added 43.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
246,258
shares
|
$44.5 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$44.3 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
244,068
shares
|
$44.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
244,014
shares
|
$44.1 Million
7.12% of portfolio
|
Q3 2024
Added 38.61%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
242,284
shares
|
$43.8 Million
8.14% of portfolio
|
Q3 2024
Reduced 14.13%
|