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 |
|---|---|---|---|---|---|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
1,044
shares
|
$188,817
0.12% of portfolio
|
Q3 2024
Reduced 37.22%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$180,860
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$180,860
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
968
shares
|
$175,072
0.01% of portfolio
|
Q1 2024
Reduced 16.77%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
964
shares
|
$174,349
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
929
shares
|
$168,018
0.08% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
920
shares
|
$166,391
0.07% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
914
shares
|
$165,306
0.05% of portfolio
|
Q3 2024
Added 796.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
893
shares
|
$161,507
0.01% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
879
shares
|
$158,975
0.02% of portfolio
|
Q3 2024
Reduced 66.41%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
872
shares
|
$157,709
0.05% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
870
shares
|
$157,348
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$153,369
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
843
shares
|
$152,464
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
842
shares
|
$152,284
4.32% of portfolio
|
Q3 2024
Reduced 98.56%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$144,688
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
787
shares
|
$142,336
0.08% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
783
shares
|
$141,613
0.0% of portfolio
|
Q3 2024
Added 25.48%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
765
shares
|
$138,357
0.02% of portfolio
|
Q3 2024
Added 98.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
746
shares
|
$134,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
721
shares
|
$130,400
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
717
shares
|
$129,676
0.0% of portfolio
|
Q3 2024
Added 46.33%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
701
shares
|
$126,782
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
684
shares
|
$123,708
0.01% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
681
shares
|
$123,165
0.04% of portfolio
|
Q3 2023
Reduced 52.13%
|