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 1,560 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $43.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
112,466
shares
|
$20.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
112,193
shares
|
$20.8 Million
2.81% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
111,368
shares
|
$20.6 Million
7.68% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
111,323
shares
|
$20.6 Million
2.33% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
110,758
shares
|
$20.5 Million
3.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
110,470
shares
|
$20.4 Million
6.71% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
108,864
shares
|
$20.2 Million
2.89% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
108,747
shares
|
$20.1 Million
9.07% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
108,559
shares
|
$20.1 Million
2.05% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
108,188
shares
|
$20 Million
1.49% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
107,347
shares
|
$19.9 Million
4.03% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
105,276
shares
|
$19.5 Million
0.93% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
104,774
shares
|
$19.4 Million
0.27% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
103,968
shares
|
$19.2 Million
3.39% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
103,137
shares
|
$19.1 Million
7.14% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
103,031
shares
|
$19.1 Million
2.99% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
102,691
shares
|
$19 Million
1.15% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
101,512
shares
|
$18.8 Million
7.02% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
100,541
shares
|
$18.6 Million
0.11% of portfolio
|
Q4 2024
Added 24.19%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
100,406
shares
|
$18.6 Million
2.5% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
99,490
shares
|
$18.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
99,233
shares
|
$18.4 Million
3.66% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
98,800
shares
|
$18.3 Million
0.22% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
97,927
shares
|
$18.1 Million
7.23% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
97,923
shares
|
$18.1 Million
2.15% of portfolio
|
Q4 2024
Added 2.19%
|