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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
11,242
shares
|
$2.05 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,082
shares
|
$2.02 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
11,053
shares
|
$2.02 Million
0.84% of portfolio
|
Q4 2024
Reduced 28.1%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
11,019
shares
|
$2.01 Million
0.31% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
10,811
shares
|
$1.97 Million
1.2% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
10,742
shares
|
$1.96 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,712
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
10,710
shares
|
$1.96 Million
0.92% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
10,617
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,551
shares
|
$1.93 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
10,537
shares
|
$1.92 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,460
shares
|
$1.91 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
10,441
shares
|
$1.91 Million
0.73% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
10,389
shares
|
$1.9 Million
1.46% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
10,377
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,355
shares
|
$1.89 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,355
shares
|
$1.89 Million
0.29% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,323
shares
|
$1.88 Million
0.81% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,234
shares
|
$1.87 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
10,222
shares
|
$1.87 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,155
shares
|
$1.85 Million
1.69% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
10,123
shares
|
$1.85 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,079
shares
|
$1.84 Million
0.59% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,070
shares
|
$1.84 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.4%
|