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 1,562 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 $43.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
110
shares
|
$20,483
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
110
shares
|
$20,483
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
100
shares
|
$18,621
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$18,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
95
shares
|
$17,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
90
shares
|
$16,758
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
89
shares
|
$16,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
83
shares
|
$15,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$14,524
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
75
shares
|
$13,965
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
75
shares
|
$13,965
0.03% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
75
shares
|
$13,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$13,779
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
73
shares
|
$13,593
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
72
shares
|
$13,407
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
66
shares
|
$12,289
0.0% of portfolio
|
Q1 2024
Reduced 95.92%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
59
shares
|
$10,986
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
58
shares
|
$10,800
0.0% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
55
shares
|
$10,241
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
55
shares
|
$10,241
0.0% of portfolio
|
Q4 2024
Added 1000.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
54
shares
|
$10,055
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
52
shares
|
$9,682
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
51
shares
|
$9,496
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
50
shares
|
$9,310
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
48
shares
|
$8,938
0.0% of portfolio
|
Q3 2024
New holding
|