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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,053
shares
|
$374,877
0.06% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,030
shares
|
$370,678
0.14% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,012
shares
|
$367,391
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
1,995
shares
|
$364,287
0.09% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,994
shares
|
$364,104
0.13% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,989
shares
|
$363,191
0.01% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$360,635
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,972
shares
|
$360,087
0.04% of portfolio
|
Q4 2024
Reduced 61.7%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,970
shares
|
$359,722
0.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,970
shares
|
$359,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
1,969
shares
|
$359,539
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$358,626
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,961
shares
|
$358,078
0.01% of portfolio
|
Q4 2024
Reduced 92.29%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,958
shares
|
$357,530
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
1,956
shares
|
$357,165
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,951
shares
|
$356,252
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,950
shares
|
$356,070
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$355,887
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,947
shares
|
$355,522
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,939
shares
|
$354,061
0.02% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,939
shares
|
$354,061
0.0% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,936
shares
|
$353,513
0.02% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,920
shares
|
$350,592
0.11% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,918
shares
|
$350,226
0.01% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
1,897
shares
|
$346,392
0.03% of portfolio
|
Q4 2024
Reduced 6.6%
|