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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
127,473
shares
|
$23.1 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
126,853
shares
|
$22.9 Million
0.57% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
125,681
shares
|
$22.7 Million
0.99% of portfolio
|
Q4 2023
Added 96.42%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
124,650
shares
|
$22.5 Million
0.11% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
124,186
shares
|
$22.5 Million
6.47% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
121,338
shares
|
$21.9 Million
13.27% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
120,048
shares
|
$21.7 Million
0.85% of portfolio
|
Q2 2024
Added 22.98%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
119,560
shares
|
$21.6 Million
0.02% of portfolio
|
Q3 2024
Added 114.16%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
119,307
shares
|
$21.6 Million
1.93% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
118,949
shares
|
$21.5 Million
7.19% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
118,563
shares
|
$21.4 Million
5.62% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
118,321
shares
|
$21.4 Million
3.86% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
116,406
shares
|
$21.1 Million
2.46% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
115,484
shares
|
$20.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
115,259
shares
|
$20.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
114,765
shares
|
$20.8 Million
3.61% of portfolio
|
Q3 2024
Reduced 85.27%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
114,524
shares
|
$20.7 Million
7.17% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
114,108
shares
|
$20.6 Million
1.26% of portfolio
|
Q3 2023
Reduced 17.98%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
113,478
shares
|
$20.5 Million
0.5% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
112,409
shares
|
$20.3 Million
0.65% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
112,193
shares
|
$20.3 Million
2.81% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
111,248
shares
|
$20.1 Million
6.95% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
109,851
shares
|
$19.9 Million
0.43% of portfolio
|
Q3 2024
Reduced 32.4%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
109,579
shares
|
$19.8 Million
1.86% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
109,498
shares
|
$19.8 Million
3.07% of portfolio
|
Q3 2024
Reduced 6.81%
|