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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,248
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,234
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,234
shares
|
$1.14 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
6,213
shares
|
$1.13 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,177
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,151
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
6,124
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 62.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,120
shares
|
$1.12 Million
0.71% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
6,109
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,095
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 65.61%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
6,081
shares
|
$1.11 Million
0.54% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
6,077
shares
|
$1.11 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
6,051
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2023
Reduced 0.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$1.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$1.1 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,988
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 74.28%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
5,986
shares
|
$1.09 Million
0.91% of portfolio
|
Q4 2024
Reduced 59.4%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,984
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,942
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,923
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,918
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,909
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,894
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,868
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 10.91%
|