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 |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,205
shares
|
$1.5 Million
0.79% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,192
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2022
Reduced 75.02%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,161
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
8,140
shares
|
$1.49 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,086
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Feb 03, 2025 Q4 2024 |
8,077
shares
|
$1.47 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
8,066
shares
|
$1.47 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
8,061
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,014
shares
|
$1.46 Million
0.3% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
7,988
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,973
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
7,931
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 57.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,928
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
7,899
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,794
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
7,753
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
7,744
shares
|
$1.41 Million
0.21% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
7,732
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
7,710
shares
|
$1.41 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,651
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 1166.72%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,634
shares
|
$1.39 Million
0.46% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
7,629
shares
|
$1.39 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.21%
|