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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
413
shares
|
$76,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$74,969
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$74,044
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
394
shares
|
$72,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
383
shares
|
$70,897
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
383
shares
|
$70,897
0.01% of portfolio
|
Q4 2024
Added 51.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
379
shares
|
$70,156
0.04% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
361
shares
|
$66,824
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
349
shares
|
$64,603
0.0% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
346
shares
|
$64,048
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
320
shares
|
$59,235
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
319
shares
|
$59,050
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
312
shares
|
$57,754
0.04% of portfolio
|
Q4 2024
Added 1014.29%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
302
shares
|
$55,903
0.04% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
302
shares
|
$55,903
0.03% of portfolio
|
Q4 2024
Added 120.44%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
291
shares
|
$53,867
0.01% of portfolio
|
Q2 2024
Reduced 93.35%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$53,496
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
288
shares
|
$53,311
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
286
shares
|
$52,941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
284
shares
|
$52,571
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
278
shares
|
$51,460
0.01% of portfolio
|
Q4 2023
Reduced 41.96%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
272
shares
|
$50,349
0.01% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
271
shares
|
$50,164
0.09% of portfolio
|
Q4 2024
Reduced 94.04%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
270
shares
|
$49,979
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$49,054
0.01% of portfolio
|
Q3 2024
Added 18.3%
|