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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
7,622
shares
|
$1.39 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,575
shares
|
$1.38 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,568
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
7,541
shares
|
$1.38 Million
0.19% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
7,530
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,515
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2024
Added 192.41%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
7,504
shares
|
$1.37 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,474
shares
|
$1.36 Million
0.87% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,461
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
7,451
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
7,417
shares
|
$1.35 Million
0.94% of portfolio
|
Q4 2024
Reduced 80.82%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
7,413
shares
|
$1.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,398
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$1.34 Million
1.16% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
7,323
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
7,300
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
7,248
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
7,149
shares
|
$1.31 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
7,126
shares
|
$1.3 Million
1.03% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,118
shares
|
$1.3 Million
0.62% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
7,094
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,091
shares
|
$1.29 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,033
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,962
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.42%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
6,878
shares
|
$1.26 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.1%
|