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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
239,657
shares
|
$43.3 Million
8.67% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
235,989
shares
|
$42.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
225,544
shares
|
$40.8 Million
1.21% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
223,800
shares
|
$40.5 Million
0.74% of portfolio
|
Q3 2024
Added 158.35%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
222,296
shares
|
$40.2 Million
5.33% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
217,158
shares
|
$39.3 Million
3.83% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
216,789
shares
|
$39.2 Million
0.26% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
215,140
shares
|
$38.9 Million
12.64% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
213,201
shares
|
$38.6 Million
3.86% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
213,088
shares
|
$38.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
210,523
shares
|
$38.1 Million
2.75% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
209,008
shares
|
$37.8 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
209,008
shares
|
$37.8 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
208,261
shares
|
$37.7 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
207,658
shares
|
$37.6 Million
1.08% of portfolio
|
Q3 2024
Added 27.5%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
206,331
shares
|
$37.3 Million
4.4% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
196,175
shares
|
$35.5 Million
10.76% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
195,641
shares
|
$35.4 Million
4.24% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
195,384
shares
|
$35.3 Million
2.35% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
194,034
shares
|
$35.1 Million
3.18% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
192,595
shares
|
$34.8 Million
3.28% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
190,762
shares
|
$34.5 Million
2.91% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
189,122
shares
|
$34.2 Million
0.36% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
188,564
shares
|
$34.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
184,900
shares
|
$33.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 34.11%
|