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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$22.4 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
130,583
shares
|
$22.4 Million
0.12% of portfolio
|
Q4 2024
Added 66.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
130,256
shares
|
$22.4 Million
0.24% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
129,686
shares
|
$22.3 Million
1.75% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
129,522
shares
|
$22.2 Million
4.67% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
129,393
shares
|
$22.2 Million
0.2% of portfolio
|
Q4 2024
Added 1472.02%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
129,289
shares
|
$22.2 Million
6.56% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
129,021
shares
|
$22.1 Million
3.12% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
128,962
shares
|
$22.1 Million
8.04% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
128,809
shares
|
$22.1 Million
3.65% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
128,230
shares
|
$22 Million
2.28% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
126,519
shares
|
$21.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
125,681
shares
|
$21.6 Million
0.77% of portfolio
|
Q4 2023
Added 96.42%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
125,064
shares
|
$21.5 Million
0.52% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122,801
shares
|
$21.1 Million
0.41% of portfolio
|
Q4 2024
Added 5426.6%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
122,033
shares
|
$20.9 Million
12.67% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
120,756
shares
|
$20.7 Million
3.75% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
119,750
shares
|
$20.5 Million
3.69% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
118,866
shares
|
$20.4 Million
5.54% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
116,930
shares
|
$20.1 Million
7.06% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
114,757
shares
|
$19.7 Million
2.91% of portfolio
|
Q4 2024
Added 65.18%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
114,600
shares
|
$19.7 Million
1.93% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
114,202
shares
|
$19.6 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
114,108
shares
|
$19.6 Million
1.26% of portfolio
|
Q3 2023
Reduced 17.98%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
112,466
shares
|
$19.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|