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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
195,989
shares
|
$36.3 Million
0.64% of portfolio
|
Q4 2024
Added 78.41%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
193,325
shares
|
$35.8 Million
2.89% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
191,846
shares
|
$35.5 Million
3.08% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
190,454
shares
|
$35.3 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
190,036
shares
|
$35.2 Million
6.95% of portfolio
|
Q4 2024
New holding
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
189,789
shares
|
$35.1 Million
4.33% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
188,799
shares
|
$34.9 Million
1.22% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
188,495
shares
|
$34.9 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
186,949
shares
|
$34.6 Million
2.93% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
185,120
shares
|
$34.3 Million
6.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
181,670
shares
|
$33.6 Million
0.03% of portfolio
|
Q4 2024
Added 51.95%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
177,928
shares
|
$32.9 Million
5.67% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
177,047
shares
|
$32.8 Million
1.14% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$32.2 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
172,835
shares
|
$32 Million
5.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
171,633
shares
|
$31.8 Million
8.84% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
170,714
shares
|
$31.6 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$31.3 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
168,275
shares
|
$31.1 Million
7.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
165,602
shares
|
$30.7 Million
0.33% of portfolio
|
Q4 2024
Added 43.68%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$30.6 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
165,284
shares
|
$30.6 Million
1.61% of portfolio
|
Q4 2024
Added 182.65%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
164,024
shares
|
$30.4 Million
4.09% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
163,453
shares
|
$30.3 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$30.2 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|