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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
184,637
shares
|
$33.4 Million
2.93% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
183,969
shares
|
$33.3 Million
6.16% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
179,975
shares
|
$32.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
176,647
shares
|
$31.9 Million
8.45% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
176,516
shares
|
$31.9 Million
1.31% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$31.5 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
173,786
shares
|
$31.4 Million
5.56% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
170,034
shares
|
$30.8 Million
5.14% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$30.6 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
168,275
shares
|
$30.4 Million
7.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
167,709
shares
|
$30.3 Million
1.83% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
167,390
shares
|
$30.3 Million
8.74% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
166,669
shares
|
$30.1 Million
1.43% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$29.9 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
165,173
shares
|
$29.9 Million
3.68% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$29.5 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
162,631
shares
|
$29.4 Million
0.55% of portfolio
|
Q3 2024
Added 59.1%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$29.3 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
159,202
shares
|
$28.8 Million
1.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
158,536
shares
|
$28.7 Million
2.06% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
157,021
shares
|
$28.4 Million
0.47% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
155,958
shares
|
$28.2 Million
2.35% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
154,366
shares
|
$27.9 Million
3.43% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
153,167
shares
|
$27.7 Million
5.76% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
151,662
shares
|
$27.4 Million
1.21% of portfolio
|
Q3 2024
Added 6.22%
|