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 1,446 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
151,662
shares
|
$28 Million
1.21% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
151,590
shares
|
$28 Million
3.92% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
151,518
shares
|
$28 Million
2.31% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
150,242
shares
|
$27.7 Million
3.6% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
148,302
shares
|
$27.4 Million
1.45% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
146,467
shares
|
$27 Million
5.06% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
144,714
shares
|
$26.7 Million
5.19% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
143,104
shares
|
$26.4 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
142,486
shares
|
$26.3 Million
6.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
141,965
shares
|
$26.2 Million
0.31% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
140,290
shares
|
$25.9 Million
5.27% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
139,732
shares
|
$25.8 Million
3.84% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
138,344
shares
|
$25.5 Million
9.02% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
137,221
shares
|
$25.3 Million
6.94% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
137,099
shares
|
$25.3 Million
2.85% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
136,893
shares
|
$25.3 Million
5.11% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
136,585
shares
|
$25.2 Million
2.95% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
136,026
shares
|
$25.1 Million
8.48% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
135,524
shares
|
$25 Million
3.85% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
134,103
shares
|
$24.8 Million
8.99% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
133,889
shares
|
$24.7 Million
2.36% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
130,922
shares
|
$24.2 Million
3.3% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$24.1 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
129,963
shares
|
$24 Million
0.64% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
129,487
shares
|
$23.9 Million
3.63% of portfolio
|
Q3 2024
Added 1.66%
|