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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
528
shares
|
$90,604
0.02% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
517
shares
|
$88,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
517
shares
|
$88,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
511
shares
|
$87,687
0.04% of portfolio
|
Q1 2022
Added 54.38%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
498
shares
|
$85,456
0.01% of portfolio
|
Q4 2024
Reduced 19.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
495
shares
|
$84,942
0.03% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
487
shares
|
$83,569
0.02% of portfolio
|
Q4 2024
Added 286.51%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
476
shares
|
$81,681
0.02% of portfolio
|
Q3 2023
Added 72.46%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
467
shares
|
$80,137
0.01% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
445
shares
|
$76,362
0.0% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
443
shares
|
$76,018
0.0% of portfolio
|
Q4 2024
Reduced 43.42%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
441
shares
|
$75,675
0.02% of portfolio
|
Q4 2024
Added 194.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
441
shares
|
$75,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
435
shares
|
$74,646
0.0% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$73,101
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
415
shares
|
$71,214
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
413
shares
|
$70,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$69,498
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$68,640
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
394
shares
|
$67,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
383
shares
|
$65,722
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
383
shares
|
$65,722
0.01% of portfolio
|
Q4 2024
Added 51.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
379
shares
|
$65,036
0.04% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
361
shares
|
$61,947
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
349
shares
|
$59,888
0.0% of portfolio
|
Q4 2024
Reduced 37.57%
|