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 |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
13,452
shares
|
$2.46 Million
1.53% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,427
shares
|
$2.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
13,352
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
13,315
shares
|
$2.43 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
13,297
shares
|
$2.43 Million
2.5% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
13,279
shares
|
$2.42 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
13,200
shares
|
$2.41 Million
0.54% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
13,142
shares
|
$2.4 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
13,103
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
13,093
shares
|
$2.39 Million
0.72% of portfolio
|
Q4 2024
Reduced 46.43%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
13,073
shares
|
$2.39 Million
1.46% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,070
shares
|
$2.39 Million
0.27% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
13,068
shares
|
$2.39 Million
0.33% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
13,000
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
12,964
shares
|
$2.37 Million
0.21% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
12,888
shares
|
$2.35 Million
1.31% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,821
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,812
shares
|
$2.34 Million
1.41% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,793
shares
|
$2.34 Million
0.35% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,785
shares
|
$2.33 Million
0.46% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
12,777
shares
|
$2.33 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
12,650
shares
|
$2.31 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
12,613
shares
|
$2.3 Million
0.19% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.29 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,478
shares
|
$2.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|