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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,893
shares
|
$345,661
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$343,835
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
1,883
shares
|
$343,835
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,881
shares
|
$343,470
0.0% of portfolio
|
Q4 2024
Reduced 33.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,878
shares
|
$342,922
0.01% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,876
shares
|
$342,557
0.06% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,871
shares
|
$341,644
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,867
shares
|
$340,914
0.11% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,848
shares
|
$337,444
0.01% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,838
shares
|
$335,618
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,835
shares
|
$335,071
0.03% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
1,827
shares
|
$333,610
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,820
shares
|
$332,332
0.02% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$332,149
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,819
shares
|
$332,149
0.25% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,818
shares
|
$331,966
0.24% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$329,775
0.02% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
1,804
shares
|
$329,410
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$329,227
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$328,680
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
1,800
shares
|
$328,680
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
1,785
shares
|
$325,941
0.03% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
1,777
shares
|
$324,480
0.03% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,774
shares
|
$323,932
0.08% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,769
shares
|
$323,019
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|