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 1,563 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 $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
31,771
shares
|
$5.92 Million
1.99% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,765
shares
|
$5.91 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
31,284
shares
|
$5.83 Million
0.64% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
31,080
shares
|
$5.79 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
30,927
shares
|
$5.76 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,813
shares
|
$5.74 Million
0.47% of portfolio
|
Q3 2022
Added 8.43%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
30,742
shares
|
$5.72 Million
2.83% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
30,628
shares
|
$5.7 Million
4.59% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
30,565
shares
|
$5.69 Million
0.27% of portfolio
|
Q4 2024
Added 48.84%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
30,536
shares
|
$5.69 Million
1.53% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
30,459
shares
|
$5.67 Million
8.45% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
30,447
shares
|
$5.67 Million
1.55% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,297
shares
|
$5.64 Million
0.13% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
30,047
shares
|
$5.6 Million
1.26% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
29,967
shares
|
$5.58 Million
0.15% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
29,959
shares
|
$5.58 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,836
shares
|
$5.56 Million
0.13% of portfolio
|
Q2 2020
Added 3.64%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
29,761
shares
|
$5.54 Million
1.19% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
29,755
shares
|
$5.54 Million
0.4% of portfolio
|
Q4 2024
Reduced 69.42%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
29,718
shares
|
$5.53 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
29,694
shares
|
$5.53 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
29,526
shares
|
$5.5 Million
2.22% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
29,465
shares
|
$5.49 Million
0.79% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
29,328
shares
|
$5.46 Million
1.13% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.46 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|