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 1,554 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $43.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
339,539
shares
|
$62.9 Million
1.6% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
335,395
shares
|
$62.1 Million
1.1% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
334,428
shares
|
$61.9 Million
11.45% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Valence8 Us LP
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
326,910
shares
|
$60.5 Million
27.96% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
323,682
shares
|
$59.9 Million
3.06% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
318,530
shares
|
$59 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
317,085
shares
|
$58.7 Million
15.91% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
316,003
shares
|
$58.5 Million
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
315,093
shares
|
$58.3 Million
2.02% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
315,091
shares
|
$58.3 Million
3.86% of portfolio
|
Q4 2024
Reduced 56.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
309,532
shares
|
$57.3 Million
0.5% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
303,537
shares
|
$56.2 Million
25.44% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
300,912
shares
|
$55.7 Million
7.93% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
294,692
shares
|
$54.6 Million
7.62% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
293,241
shares
|
$54.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
281,659
shares
|
$52.1 Million
1.61% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
277,277
shares
|
$51.3 Million
0.3% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
263,448
shares
|
$48.8 Million
4.46% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
263,081
shares
|
$48.7 Million
0.68% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
257,945
shares
|
$47.7 Million
1.53% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
256,677
shares
|
$47.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
254,185
shares
|
$47.1 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
251,237
shares
|
$46.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
250,931
shares
|
$46.4 Million
5.76% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
245,996
shares
|
$45.5 Million
8.22% of portfolio
|
Q4 2024
Added 1.53%
|