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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
73,964
shares
|
$13.4 Million
1.11% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
73,676
shares
|
$13.4 Million
0.43% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
73,554
shares
|
$13.4 Million
0.21% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
72,849
shares
|
$13.2 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
72,723
shares
|
$13.2 Million
0.05% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
72,393
shares
|
$13.1 Million
1.21% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
70,986
shares
|
$12.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
70,858
shares
|
$12.9 Million
6.9% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
70,707
shares
|
$12.8 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
70,552
shares
|
$12.8 Million
0.43% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
69,979
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
69,496
shares
|
$12.6 Million
3.16% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
69,182
shares
|
$12.6 Million
2.81% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,162
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
68,989
shares
|
$12.5 Million
0.87% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
68,596
shares
|
$12.5 Million
1.85% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
67,732
shares
|
$12.3 Million
0.17% of portfolio
|
Q4 2024
Added 3208.84%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
67,641
shares
|
$12.3 Million
2.66% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
67,535
shares
|
$12.3 Million
8.04% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
67,402
shares
|
$12.2 Million
2.54% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,366
shares
|
$12.2 Million
0.35% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
67,304
shares
|
$12.2 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
66,780
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
66,760
shares
|
$12.1 Million
6.42% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
66,639
shares
|
$12.1 Million
0.38% of portfolio
|
Q4 2024
Added 3.06%
|