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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
253
shares
|
$45,757
0.0% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
239
shares
|
$43,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
237
shares
|
$42,863
0.01% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$40,331
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
223
shares
|
$40,331
0.01% of portfolio
|
Q2 2022
Added 172.65%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
220
shares
|
$39,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
218
shares
|
$39,427
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
215
shares
|
$38,884
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$38,161
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
210
shares
|
$37,980
0.0% of portfolio
|
Q1 2023
Reduced 48.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
207
shares
|
$37,438
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
202
shares
|
$36,533
0.0% of portfolio
|
Q3 2023
Reduced 25.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
202
shares
|
$36,533
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
198
shares
|
$35,810
0.02% of portfolio
|
Q3 2024
Added 692.0%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
180
shares
|
$32,554
0.0% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
162
shares
|
$29,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
157
shares
|
$28,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
154
shares
|
$27,852
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
150
shares
|
$27,129
0.01% of portfolio
|
Q3 2024
Reduced 35.34%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$27,129
0.01% of portfolio
|
Q2 2024
Reduced 69.07%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
150
shares
|
$27,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
150
shares
|
$27,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
150
shares
|
$27,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$26,224
0.02% of portfolio
|
Q4 2022
Reduced 83.89%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
145
shares
|
$26,224
0.01% of portfolio
|
Q3 2024
New holding
|