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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
96,952
shares
|
$17.6 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
96,753
shares
|
$17.6 Million
5.76% of portfolio
|
Q4 2024
Added 122.5%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
96,732
shares
|
$17.6 Million
6.04% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
96,553
shares
|
$17.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
95,983
shares
|
$17.4 Million
7.74% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
95,256
shares
|
$17.3 Million
1.3% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
94,653
shares
|
$17.2 Million
1.18% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
93,461
shares
|
$17 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
93,400
shares
|
$17 Million
0.19% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$16.9 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$16.9 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
91,288
shares
|
$16.6 Million
3.31% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
91,287
shares
|
$16.6 Million
3.1% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
91,247
shares
|
$16.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
90,403
shares
|
$16.4 Million
11.81% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
90,398
shares
|
$16.4 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
88,446
shares
|
$16.1 Million
1.22% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
87,501
shares
|
$15.9 Million
6.3% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
87,289
shares
|
$15.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
86,034
shares
|
$15.6 Million
6.94% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
84,894
shares
|
$15.4 Million
11.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,647
shares
|
$15.4 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
84,646
shares
|
$15.4 Million
4.44% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
83,921
shares
|
$15.2 Million
3.52% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
82,920
shares
|
$15.1 Million
6.27% of portfolio
|
Q4 2024
Reduced 6.02%
|