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 1,577 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 $40.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
680
shares
|
$116,688
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
678
shares
|
$116,344
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
671
shares
|
$115,143
0.01% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
650
shares
|
$111,540
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
643
shares
|
$110,338
0.03% of portfolio
|
Q4 2024
Added 57.99%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
634
shares
|
$108,794
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
633
shares
|
$108,622
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
629
shares
|
$107,936
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
623
shares
|
$106,906
0.02% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
621
shares
|
$106,563
0.06% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
616
shares
|
$105,705
0.02% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
606
shares
|
$103,989
0.0% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
592
shares
|
$101,587
0.03% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
587
shares
|
$100,729
0.04% of portfolio
|
Q4 2024
Added 83.44%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
587
shares
|
$100,729
0.04% of portfolio
|
Q2 2022
Reduced 39.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
583
shares
|
$100,042
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
578
shares
|
$99,184
0.01% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
578
shares
|
$99,184
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
573
shares
|
$98,326
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
572
shares
|
$98,155
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
570
shares
|
$97,812
0.02% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
568
shares
|
$97,468
0.06% of portfolio
|
Q2 2024
Added 456.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
556
shares
|
$95,409
0.06% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
551
shares
|
$94,551
0.03% of portfolio
|
Q4 2023
Added 96.79%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
528
shares
|
$90,604
0.02% of portfolio
|
Q3 2024
New holding
|