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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
476
shares
|
$86,089
0.02% of portfolio
|
Q3 2023
Added 72.46%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
466
shares
|
$84,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$77,046
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
409
shares
|
$73,971
0.01% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
407
shares
|
$73,610
0.03% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$72,344
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
395
shares
|
$71,439
0.05% of portfolio
|
Q2 2024
Reduced 21.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
372
shares
|
$67,279
0.0% of portfolio
|
Q2 2024
Added 49.4%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
370
shares
|
$66,918
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
367
shares
|
$66,375
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
360
shares
|
$65,109
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
346
shares
|
$62,577
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
320
shares
|
$57,875
0.03% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
319
shares
|
$57,694
0.02% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
303
shares
|
$54,800
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
294
shares
|
$53,172
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
291
shares
|
$52,630
0.01% of portfolio
|
Q2 2024
Reduced 93.35%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$52,268
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
287
shares
|
$51,906
0.02% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
279
shares
|
$50,459
0.04% of portfolio
|
Q3 2024
Reduced 89.53%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
278
shares
|
$50,279
0.01% of portfolio
|
Q4 2023
Reduced 41.96%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
272
shares
|
$49,193
0.01% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$47,927
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$47,023
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$45,938
0.17% of portfolio
|
Q3 2024
New holding
|