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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
5,303
shares
|
$968,327
0.22% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
5,302
shares
|
$968,145
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,275
shares
|
$963,215
0.77% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,257
shares
|
$959,928
0.17% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,245
shares
|
$957,737
0.18% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,221
shares
|
$953,354
0.02% of portfolio
|
Q4 2024
Added 79.54%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
5,213
shares
|
$951,893
0.26% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,206
shares
|
$950,615
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
5,172
shares
|
$944,407
0.12% of portfolio
|
Q4 2024
Reduced 58.78%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,129
shares
|
$936,555
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$925,599
0.06% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,047
shares
|
$921,582
0.0% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
5,041
shares
|
$920,486
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$917,565
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
4,992
shares
|
$911,539
0.32% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,980
shares
|
$909,348
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,977
shares
|
$908,800
0.28% of portfolio
|
Q3 2024
Added 53.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,920
shares
|
$898,392
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,917
shares
|
$897,844
0.15% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
4,901
shares
|
$894,922
0.39% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
4,900
shares
|
$894,740
1.41% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
4,878
shares
|
$890,722
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,863
shares
|
$887,983
0.2% of portfolio
|
Q4 2024
Added 41.16%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
4,831
shares
|
$882,140
0.33% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
4,818
shares
|
$879,766
0.1% of portfolio
|
Q4 2024
Added 2.38%
|