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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
26,436
shares
|
$4.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
26,385
shares
|
$4.91 Million
0.14% of portfolio
|
Q4 2024
Reduced 57.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
26,295
shares
|
$4.9 Million
0.04% of portfolio
|
Q4 2024
Added 79.08%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
26,263
shares
|
$4.89 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,649
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
25,547
shares
|
$4.76 Million
3.71% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
25,393
shares
|
$4.73 Million
1.62% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
25,386
shares
|
$4.73 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
25,007
shares
|
$4.66 Million
1.77% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
24,949
shares
|
$4.65 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
24,524
shares
|
$4.57 Million
0.45% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
24,494
shares
|
$4.56 Million
0.82% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,310
shares
|
$4.53 Million
1.07% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
24,295
shares
|
$4.52 Million
0.65% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
24,247
shares
|
$4.52 Million
0.28% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
24,107
shares
|
$4.49 Million
0.37% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,897
shares
|
$4.45 Million
3.67% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
23,859
shares
|
$4.44 Million
5.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
23,856
shares
|
$4.44 Million
3.47% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
23,855
shares
|
$4.44 Million
0.27% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
23,563
shares
|
$4.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
23,306
shares
|
$4.34 Million
0.26% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
23,234
shares
|
$4.33 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
23,183
shares
|
$4.32 Million
1.07% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
22,996
shares
|
$4.28 Million
0.41% of portfolio
|
Q4 2024
Added 23.37%
|