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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
6,874
shares
|
$1.26 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
6,863
shares
|
$1.25 Million
1.04% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,850
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
6,849
shares
|
$1.25 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
6,828
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
6,806
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,804
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
6,771
shares
|
$1.24 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
6,753
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
6,707
shares
|
$1.22 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
6,684
shares
|
$1.22 Million
0.6% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
6,678
shares
|
$1.22 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
6,675
shares
|
$1.22 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
6,616
shares
|
$1.21 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
6,595
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
6,557
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,439
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
6,424
shares
|
$1.17 Million
0.82% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,314
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,309
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,290
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
6,284
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
6,266
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
6,263
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
6,252
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.7%
|