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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,069
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Added 180.94%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
10,028
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
10,014
shares
|
$1.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 76.98%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,974
shares
|
$1.82 Million
1.86% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
9,937
shares
|
$1.81 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,911
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
9,889
shares
|
$1.81 Million
0.49% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
9,845
shares
|
$1.8 Million
1.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
9,773
shares
|
$1.78 Million
0.86% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,716
shares
|
$1.77 Million
0.2% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
9,702
shares
|
$1.77 Million
0.45% of portfolio
|
Q4 2024
Reduced 62.4%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
9,675
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
9,654
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
9,609
shares
|
$1.75 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,469
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Added 220.98%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
9,461
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,385
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
9,379
shares
|
$1.71 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
9,339
shares
|
$1.71 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,310
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
9,208
shares
|
$1.68 Million
0.43% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
9,194
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,151
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,142
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
9,129
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
New holding
|