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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
5,837
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,826
shares
|
$1.06 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,814
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
5,811
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,801
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,769
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,732
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,678
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,677
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
5,673
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
5,637
shares
|
$1.03 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
5,628
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
5,548
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,540
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
5,516
shares
|
$1.01 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,510
shares
|
$1.01 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
5,501
shares
|
$1 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,457
shares
|
$996,448
2.15% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,448
shares
|
$994,804
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,442
shares
|
$993,709
0.77% of portfolio
|
Q4 2024
Reduced 85.93%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,405
shares
|
$986,953
0.64% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,389
shares
|
$984,031
0.33% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
5,361
shares
|
$978,918
0.06% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,346
shares
|
$976,179
0.06% of portfolio
|
Q4 2024
Added 2.2%
|