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 1,283 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
High Falls Advisors, Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
116,129
shares
|
$19.2 Million
4.87% of portfolio
|
Q1 2024
Reduced 22.04%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
115,221
shares
|
$19.1 Million
2.86% of portfolio
|
Q1 2024
Added 4.55%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
114,690
shares
|
$19 Million
3.72% of portfolio
|
Q1 2024
Reduced 59.23%
|
|
Karpus Management, Inc.
Pittsford, NY |
May 13, 2024 Q1 2024 |
114,157
shares
|
$18.9 Million
0.58% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
114,108
shares
|
$18.9 Million
1.26% of portfolio
|
Q3 2023
Reduced 17.98%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
113,191
shares
|
$18.8 Million
1.94% of portfolio
|
Q1 2024
Added 0.14%
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
112,011
shares
|
$18.6 Million
2.69% of portfolio
|
Q1 2024
Added 0.73%
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
111,792
shares
|
$18.5 Million
7.26% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
111,447
shares
|
$18.5 Million
2.17% of portfolio
|
Q1 2024
Reduced 35.17%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
111,231
shares
|
$18.4 Million
0.74% of portfolio
|
Q1 2024
Reduced 99.34%
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 22, 2024 Q1 2024 |
111,061
shares
|
$18.4 Million
5.7% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
Stonebrook Private Inc.
Northville, MI |
May 07, 2024 Q1 2024 |
110,754
shares
|
$18.4 Million
5.31% of portfolio
|
Q1 2024
Added 13.7%
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
109,603
shares
|
$18.2 Million
0.41% of portfolio
|
Q1 2024
Reduced 13.15%
|
|
Symmetry Partners, LLC
|
Apr 02, 2024 Q1 2024 |
109,034
shares
|
$18.1 Million
1.4% of portfolio
|
Q1 2024
Reduced 60.74%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
108,479
shares
|
$18 Million
0.55% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Detalus Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
108,317
shares
|
$18 Million
6.62% of portfolio
|
Q1 2024
Added 7.1%
|
|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
106,460
shares
|
$17.6 Million
3.59% of portfolio
|
Q1 2024
Added 4.38%
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
106,039
shares
|
$17.6 Million
4.77% of portfolio
|
Q1 2024
Added 17.98%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
May 14, 2024 Q1 2024 |
103,439
shares
|
$17.1 Million
3.09% of portfolio
|
Q1 2024
Added 61.09%
|
|
Asb Consultores, LLC
Aventura, FL |
May 14, 2024 Q1 2024 |
103,372
shares
|
$17.1 Million
4.44% of portfolio
|
Q1 2024
Added 12.76%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
102,831
shares
|
$17 Million
8.2% of portfolio
|
Q1 2024
Added 61.18%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
102,826
shares
|
$17 Million
0.53% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
102,677
shares
|
$17 Million
0.38% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Keystone Financial Services
|
Jan 29, 2024 Q4 2023 |
102,169
shares
|
$16.9 Million
7.11% of portfolio
|
Q4 2023
Added 0.2%
|
|
Stonehearth Capital Management, LLC
|
Apr 02, 2024 Q1 2024 |
102,011
shares
|
$16.9 Million
7.6% of portfolio
|
Q1 2024
Reduced 0.66%
|