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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
66,031
shares
|
$12.2 Million
4.59% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
65,995
shares
|
$12.2 Million
0.8% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
65,637
shares
|
$12.2 Million
0.41% of portfolio
|
Q4 2024
Added 60.39%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
65,615
shares
|
$12.1 Million
3.61% of portfolio
|
Q4 2024
Added 5508.12%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$12.1 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
65,158
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Added 45.79%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
65,079
shares
|
$12 Million
3.32% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
64,928
shares
|
$12 Million
4.05% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
64,062
shares
|
$11.9 Million
0.9% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
62,787
shares
|
$11.6 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
62,722
shares
|
$11.6 Million
0.88% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
62,201
shares
|
$11.5 Million
5.22% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
61,795
shares
|
$11.4 Million
0.52% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
60,820
shares
|
$11.3 Million
3.74% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
60,710
shares
|
$11.2 Million
4.89% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
60,416
shares
|
$11.2 Million
0.09% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
59,653
shares
|
$11 Million
4.39% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
59,609
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
59,466
shares
|
$11 Million
3.31% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
59,404
shares
|
$11 Million
0.38% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
59,323
shares
|
$11 Million
0.24% of portfolio
|
Q4 2024
Added 74.6%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
59,286
shares
|
$11 Million
5.21% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
59,027
shares
|
$10.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
58,663
shares
|
$10.9 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
58,650
shares
|
$10.9 Million
9.57% of portfolio
|
Q4 2024
New holding
|