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 1,444 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 $41.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
1,291
shares
|
$235,891
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,287
shares
|
$235,160
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,286
shares
|
$234,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,286
shares
|
$234,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,283
shares
|
$234,429
0.04% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$233,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
1,260
shares
|
$230,227
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$229,313
0.06% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,244
shares
|
$227,303
0.04% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,244
shares
|
$227,303
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,235
shares
|
$225,659
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,233
shares
|
$225,293
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
1,233
shares
|
$225,293
0.06% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,230
shares
|
$224,745
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
1,225
shares
|
$223,832
0.06% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
1,223
shares
|
$223,466
0.04% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
1,213
shares
|
$221,639
0.02% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
1,203
shares
|
$219,812
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,202
shares
|
$219,629
0.02% of portfolio
|
Q4 2023
Reduced 10.57%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,186
shares
|
$216,705
0.1% of portfolio
|
Q3 2024
Reduced 55.25%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,182
shares
|
$215,975
0.06% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,180
shares
|
$215,609
0.02% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
1,178
shares
|
$215,244
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,170
shares
|
$213,782
0.05% of portfolio
|
Q3 2024
Reduced 98.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,167
shares
|
$213,234
0.0% of portfolio
|
Q2 2024
Reduced 2.83%
|