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 1,283 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
285,776
shares
|
$47.4 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
283,939
shares
|
$47.1 Million
9.46% of portfolio
|
Q1 2024
Added 4.16%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
282,782
shares
|
$46.9 Million
2.74% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
Valence8 Us LP
Cambridge, MA |
May 06, 2024 Q1 2024 |
281,758
shares
|
$46.7 Million
24.15% of portfolio
|
Q1 2024
Added 1.4%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
275,061
shares
|
$45.6 Million
0.07% of portfolio
|
Q1 2024
Added 20.35%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
265,125
shares
|
$43.9 Million
0.63% of portfolio
|
Q1 2024
Added 0.3%
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2024 Q1 2024 |
260,501
shares
|
$43.2 Million
0.3% of portfolio
|
Q1 2024
Added 205.02%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
258,989
shares
|
$42.9 Million
0.58% of portfolio
|
Q1 2024
New holding
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
254,298
shares
|
$42.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
249,510
shares
|
$41.4 Million
1.63% of portfolio
|
Q1 2024
Added 56.6%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
248,275
shares
|
$41.1 Million
0.09% of portfolio
|
Q1 2024
Added 7.74%
|
|
Tmd Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
243,432
shares
|
$40.3 Million
11.51% of portfolio
|
Q1 2024
Added 3.43%
|
|
Landaas & CO
Milwaukee, WI |
May 09, 2024 Q1 2024 |
240,587
shares
|
$39.9 Million
12.9% of portfolio
|
Q1 2024
Added 21.91%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
239,778
shares
|
$39.7 Million
4.26% of portfolio
|
Q1 2024
Added 1.78%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
236,319
shares
|
$39.2 Million
1.93% of portfolio
|
Q1 2024
Added 14.9%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
235,447
shares
|
$39 Million
0.2% of portfolio
|
Q1 2024
Added 30.63%
|
|
State Of Michigan Retirement System
|
Apr 18, 2024 Q1 2024 |
234,950
shares
|
$38.9 Million
0.21% of portfolio
|
Q1 2024
Added 8.8%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
234,494
shares
|
$38.9 Million
1.23% of portfolio
|
Q1 2024
New holding
|
|
Fort Washington Investment Advisors Inc
|
May 13, 2024 Q1 2024 |
232,928
shares
|
$38.6 Million
0.25% of portfolio
|
Q1 2024
Added 68.52%
|
|
Lineweaver Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
232,647
shares
|
$38.6 Million
9.12% of portfolio
|
Q1 2024
Added 3.11%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
231,483
shares
|
$38.4 Million
4.28% of portfolio
|
Q1 2024
Added 5.86%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
223,917
shares
|
$37.1 Million
3.5% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
221,977
shares
|
$36.8 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
221,106
shares
|
$36.6 Million
1.01% of portfolio
|
Q4 2023
Reduced 7.4%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
221,106
shares
|
$36.6 Million
0.88% of portfolio
|
Q4 2023
Reduced 7.4%
|