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 |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$45.3 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
244,014
shares
|
$45.2 Million
7.12% of portfolio
|
Q3 2024
Added 38.61%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
241,568
shares
|
$44.7 Million
0.82% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
237,114
shares
|
$43.9 Million
13.5% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
235,905
shares
|
$43.7 Million
0.52% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
234,113
shares
|
$43.3 Million
8.26% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
233,676
shares
|
$43.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
231,218
shares
|
$42.8 Million
1.02% of portfolio
|
Q4 2024
Added 672.06%
|
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
230,726
shares
|
$42.7 Million
1.03% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
230,726
shares
|
$42.7 Million
0.88% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
230,087
shares
|
$42.6 Million
5.98% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
224,146
shares
|
$41.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
222,271
shares
|
$41.1 Million
0.25% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
220,138
shares
|
$40.7 Million
2.62% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
217,364
shares
|
$40.2 Million
3.64% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
215,653
shares
|
$39.9 Million
1.29% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
214,361
shares
|
$39.7 Million
4.54% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
207,697
shares
|
$38.4 Million
3.8% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
204,777
shares
|
$37.9 Million
0.64% of portfolio
|
Q4 2024
Added 25.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
204,359
shares
|
$37.8 Million
0.1% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
202,648
shares
|
$37.5 Million
2.16% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
202,560
shares
|
$37.5 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
199,753
shares
|
$37 Million
0.84% of portfolio
|
Q4 2024
Added 747.67%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
198,849
shares
|
$36.8 Million
10.52% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
197,610
shares
|
$36.6 Million
2.29% of portfolio
|
Q4 2024
Added 1.14%
|