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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
2,449
shares
|
$447,187
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,446
shares
|
$446,639
0.29% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,426
shares
|
$442,987
0.05% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
2,424
shares
|
$442,622
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,422
shares
|
$442,257
0.04% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
2,410
shares
|
$440,066
0.2% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,405
shares
|
$439,153
0.07% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
2,395
shares
|
$437,327
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,393
shares
|
$436,961
0.21% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
2,389
shares
|
$436,231
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,382
shares
|
$434,953
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,381
shares
|
$434,770
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,372
shares
|
$433,127
0.02% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,367
shares
|
$432,214
0.07% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,341
shares
|
$427,466
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,332
shares
|
$425,823
0.33% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,323
shares
|
$424,179
0.02% of portfolio
|
Q4 2024
Reduced 48.34%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,317
shares
|
$423,084
0.04% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,315
shares
|
$422,719
0.18% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,308
shares
|
$421,440
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
2,305
shares
|
$420,893
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,304
shares
|
$420,710
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,291
shares
|
$418,336
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,285
shares
|
$417,241
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
2,284
shares
|
$417,058
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|