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 |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
3,713
shares
|
$677,993
0.51% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,687
shares
|
$673,246
0.07% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
3,676
shares
|
$671,237
0.17% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,654
shares
|
$667,220
0.1% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,652
shares
|
$666,855
0.51% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
3,633
shares
|
$663,385
0.06% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,620
shares
|
$661,012
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
3,620
shares
|
$661,012
0.07% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,616
shares
|
$660,281
0.06% of portfolio
|
Q2 2023
Reduced 24.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,604
shares
|
$658,090
0.27% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
3,592
shares
|
$655,899
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
3,590
shares
|
$655,534
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,582
shares
|
$654,073
0.02% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,568
shares
|
$651,516
0.05% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$643,665
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,517
shares
|
$642,204
0.0% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,491
shares
|
$637,456
0.27% of portfolio
|
Q4 2024
Added 117.37%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,466
shares
|
$632,891
0.04% of portfolio
|
Q4 2024
Added 155.98%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
3,427
shares
|
$625,770
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$623,579
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,400
shares
|
$620,840
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
3,362
shares
|
$613,901
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,358
shares
|
$613,170
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
3,352
shares
|
$612,075
0.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,332
shares
|
$608,423
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|