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 |
|---|---|---|---|---|---|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,270
shares
|
$414,502
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$411,763
0.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,255
shares
|
$411,763
0.25% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,226
shares
|
$406,467
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,205
shares
|
$402,633
0.0% of portfolio
|
Q4 2024
Added 38.24%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,204
shares
|
$402,450
0.2% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
2,189
shares
|
$399,711
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,180
shares
|
$398,068
0.09% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
2,177
shares
|
$397,520
0.26% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
2,169
shares
|
$396,059
0.02% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,168
shares
|
$395,876
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,166
shares
|
$395,511
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,163
shares
|
$394,963
0.12% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$394,416
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,156
shares
|
$393,685
0.03% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,151
shares
|
$392,772
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,144
shares
|
$391,494
0.17% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,114
shares
|
$386,016
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,113
shares
|
$385,833
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
2,078
shares
|
$379,442
0.17% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
2,077
shares
|
$379,260
0.02% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$377,434
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$376,521
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
2,062
shares
|
$376,521
0.02% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,058
shares
|
$375,790
0.14% of portfolio
|
Q4 2024
New holding
|