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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,030
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
14,979
shares
|
$2.74 Million
1.97% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
14,885
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
14,828
shares
|
$2.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
14,730
shares
|
$2.69 Million
1.55% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
14,627
shares
|
$2.67 Million
1.8% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
14,614
shares
|
$2.67 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
14,593
shares
|
$2.66 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
14,564
shares
|
$2.66 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,436
shares
|
$2.64 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
14,369
shares
|
$2.62 Million
1.13% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
14,360
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14,155
shares
|
$2.58 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
14,140
shares
|
$2.58 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,983
shares
|
$2.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
13,917
shares
|
$2.54 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
13,870
shares
|
$2.53 Million
0.06% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,802
shares
|
$2.52 Million
0.44% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
13,786
shares
|
$2.52 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
13,766
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
13,746
shares
|
$2.51 Million
0.94% of portfolio
|
Q4 2024
Reduced 28.58%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
13,643
shares
|
$2.49 Million
1.31% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
13,617
shares
|
$2.49 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
13,613
shares
|
$2.49 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,529
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 8.96%
|