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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4,812
shares
|
$878,671
0.0% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$878,306
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,809
shares
|
$878,123
0.07% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,786
shares
|
$873,923
0.15% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,745
shares
|
$866,437
0.51% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,741
shares
|
$865,706
0.26% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,730
shares
|
$863,698
0.09% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,698
shares
|
$857,854
0.14% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$854,202
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,673
shares
|
$853,289
0.45% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
4,650
shares
|
$849,090
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,647
shares
|
$848,542
0.03% of portfolio
|
Q4 2024
Reduced 47.59%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,642
shares
|
$847,629
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,639
shares
|
$847,081
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
4,636
shares
|
$846,533
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,611
shares
|
$841,968
0.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,605
shares
|
$840,873
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
4,517
shares
|
$824,804
0.56% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,490
shares
|
$819,874
0.03% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
4,469
shares
|
$816,039
0.71% of portfolio
|
Q4 2024
Added 70.64%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,461
shares
|
$814,578
0.15% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$812,570
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,434
shares
|
$809,648
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$789,014
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
4,227
shares
|
$771,850
0.8% of portfolio
|
Q4 2024
Added 48.11%
|