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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
82,684
shares
|
$15 Million
5.99% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
82,483
shares
|
$15 Million
5.5% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
82,468
shares
|
$15 Million
2.3% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
82,062
shares
|
$14.9 Million
7.09% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
81,740
shares
|
$14.8 Million
1.53% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
81,688
shares
|
$14.8 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
81,321
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
81,155
shares
|
$14.7 Million
5.02% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
80,357
shares
|
$14.6 Million
0.15% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
80,206
shares
|
$14.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
79,696
shares
|
$14.5 Million
7.32% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
79,639
shares
|
$14.5 Million
2.64% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
79,223
shares
|
$14.4 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,816
shares
|
$14.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
78,699
shares
|
$14.3 Million
6.61% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
77,003
shares
|
$14 Million
1.1% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
76,939
shares
|
$14 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
76,177
shares
|
$13.8 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
75,929
shares
|
$13.8 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
75,695
shares
|
$13.7 Million
0.77% of portfolio
|
Q4 2024
Added 34.46%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
75,132
shares
|
$13.6 Million
3.43% of portfolio
|
Q4 2024
Added 8823.04%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
75,064
shares
|
$13.6 Million
0.58% of portfolio
|
Q4 2024
Reduced 89.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
74,924
shares
|
$13.6 Million
1.62% of portfolio
|
Q4 2024
Added 432.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
74,844
shares
|
$13.6 Million
2.01% of portfolio
|
Q4 2024
Added 230.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
74,195
shares
|
$13.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.9%
|