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 |
|---|---|---|---|---|---|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
58,486
shares
|
$10.6 Million
7.57% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
58,414
shares
|
$10.6 Million
3.43% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
57,838
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
57,715
shares
|
$10.5 Million
1.14% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
57,477
shares
|
$10.4 Million
6.2% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
57,391
shares
|
$10.4 Million
4.01% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
57,162
shares
|
$10.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
57,116
shares
|
$10.4 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
57,018
shares
|
$10.4 Million
0.39% of portfolio
|
Q4 2024
Added 472.47%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
56,740
shares
|
$10.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
56,553
shares
|
$10.3 Million
1.64% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
56,551
shares
|
$10.3 Million
4.33% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
56,451
shares
|
$10.2 Million
0.78% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
56,205
shares
|
$10.2 Million
5.3% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
55,671
shares
|
$10.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
55,480
shares
|
$10.1 Million
1.72% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
55,365
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
55,196
shares
|
$10 Million
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
55,065
shares
|
$10 Million
5.32% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
55,059
shares
|
$10 Million
3.09% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
54,962
shares
|
$9.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
54,814
shares
|
$9.95 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
54,408
shares
|
$9.88 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
54,250
shares
|
$9.85 Million
1.09% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
54,239
shares
|
$9.85 Million
4.66% of portfolio
|
Q4 2024
Added 27.46%
|