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 1,571 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 $42.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$295,595
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,620
shares
|
$294,143
0.07% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,615
shares
|
$293,235
0.06% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,611
shares
|
$292,509
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
1,611
shares
|
$292,509
0.02% of portfolio
|
Q4 2024
Reduced 38.3%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,607
shares
|
$291,782
0.06% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,606
shares
|
$291,601
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,604
shares
|
$291,238
0.06% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,604
shares
|
$291,238
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
1,596
shares
|
$289,785
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
1,586
shares
|
$287,970
0.01% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,581
shares
|
$287,062
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,581
shares
|
$287,062
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,577
shares
|
$286,335
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,572
shares
|
$285,428
0.1% of portfolio
|
Q3 2024
Added 258.09%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,562
shares
|
$283,612
0.18% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,558
shares
|
$282,886
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,557
shares
|
$282,704
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,557
shares
|
$282,704
0.03% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,554
shares
|
$282,159
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,553
shares
|
$281,978
0.01% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
1,551
shares
|
$281,615
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,544
shares
|
$280,344
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,543
shares
|
$280,162
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
1,536
shares
|
$278,891
0.09% of portfolio
|
Q4 2024
New holding
|