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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
58
shares
|
$10,489
0.0% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56
shares
|
$10,128
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
55
shares
|
$9,947
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
54
shares
|
$9,766
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
50
shares
|
$9,043
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
50
shares
|
$9,043
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
48
shares
|
$8,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
48
shares
|
$8,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
39
shares
|
$7,053
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$6,872
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$6,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
34
shares
|
$6,149
0.01% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
32
shares
|
$5,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
29
shares
|
$5,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
28
shares
|
$5,064
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
27
shares
|
$4,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
24
shares
|
$4,340
0.0% of portfolio
|
Q1 2024
Reduced 68.83%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
21
shares
|
$3,798
0.0% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$3,617
0.0% of portfolio
|
Q2 2023
Reduced 99.72%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
20
shares
|
$3,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
19
shares
|
$3,436
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
18
shares
|
$3,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
18
shares
|
$3,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
18
shares
|
$3,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
17
shares
|
$3,074
0.0% of portfolio
|
Q1 2023
New holding
|