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 |
|---|---|---|---|---|---|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
53,813
shares
|
$9.77 Million
4.21% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
53,762
shares
|
$9.76 Million
0.17% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
53,621
shares
|
$9.74 Million
1.46% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
53,243
shares
|
$9.67 Million
4.38% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
52,968
shares
|
$9.62 Million
5.59% of portfolio
|
Q4 2024
Reduced 70.01%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
50,347
shares
|
$9.14 Million
4.41% of portfolio
|
Q4 2024
Added 61.39%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
50,221
shares
|
$9.12 Million
3.72% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
49,932
shares
|
$9.07 Million
0.5% of portfolio
|
Q4 2024
Added 72.6%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
49,848
shares
|
$9.05 Million
0.94% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
49,327
shares
|
$8.96 Million
0.32% of portfolio
|
Q4 2024
Reduced 56.12%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
49,299
shares
|
$8.95 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
48,409
shares
|
$8.79 Million
1.39% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
48,138
shares
|
$8.74 Million
9.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
47,701
shares
|
$8.66 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
47,535
shares
|
$8.63 Million
3.66% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$8.62 Million
5.26% of portfolio
|
Q2 2023
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
47,277
shares
|
$8.58 Million
0.3% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
47,179
shares
|
$8.57 Million
1.41% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
47,102
shares
|
$8.55 Million
0.36% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
47,024
shares
|
$8.54 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
46,496
shares
|
$8.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
46,315
shares
|
$8.41 Million
4.54% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
45,954
shares
|
$8.34 Million
7.14% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
45,838
shares
|
$8.32 Million
3.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
45,648
shares
|
$8.29 Million
3.79% of portfolio
|
Q4 2024
Added 3.87%
|