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 1,564 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 $43.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
16,306
shares
|
$2.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
16,196
shares
|
$2.96 Million
7.11% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
16,193
shares
|
$2.96 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
16,079
shares
|
$2.94 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
15,988
shares
|
$2.92 Million
1.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
15,961
shares
|
$2.91 Million
2.26% of portfolio
|
Q4 2024
Reduced 52.64%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
15,898
shares
|
$2.9 Million
1.21% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
15,844
shares
|
$2.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.62%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
15,836
shares
|
$2.89 Million
0.24% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
15,733
shares
|
$2.87 Million
0.05% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
15,682
shares
|
$2.86 Million
0.49% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
15,679
shares
|
$2.86 Million
0.27% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
15,660
shares
|
$2.86 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
15,560
shares
|
$2.84 Million
0.7% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
15,553
shares
|
$2.84 Million
0.47% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,505
shares
|
$2.83 Million
0.68% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
15,480
shares
|
$2.83 Million
0.2% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,454
shares
|
$2.82 Million
0.93% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
15,307
shares
|
$2.8 Million
1.01% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
15,307
shares
|
$2.8 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
15,261
shares
|
$2.79 Million
2.09% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
15,249
shares
|
$2.78 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
15,165
shares
|
$2.77 Million
0.88% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,079
shares
|
$2.75 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|