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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
39,896
shares
|
$7.24 Million
3.15% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
39,789
shares
|
$7.22 Million
0.28% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
39,670
shares
|
$7.2 Million
3.69% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
39,432
shares
|
$7.16 Million
6.72% of portfolio
|
Q4 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
39,038
shares
|
$7.09 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
38,947
shares
|
$7.07 Million
3.77% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
38,479
shares
|
$6.99 Million
2.14% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
38,311
shares
|
$6.96 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
38,219
shares
|
$6.94 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
37,695
shares
|
$6.84 Million
4.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
37,121
shares
|
$6.74 Million
4.59% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
36,991
shares
|
$6.72 Million
2.58% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
36,916
shares
|
$6.7 Million
2.35% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
36,795
shares
|
$6.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
36,669
shares
|
$6.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
36,495
shares
|
$6.63 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
36,485
shares
|
$6.62 Million
0.92% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
36,432
shares
|
$6.61 Million
1.63% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
36,049
shares
|
$6.55 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
36,010
shares
|
$6.54 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
35,984
shares
|
$6.53 Million
1.19% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
35,815
shares
|
$6.5 Million
0.32% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
35,813
shares
|
$6.5 Million
4.75% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
35,775
shares
|
$6.5 Million
3.35% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
35,456
shares
|
$6.44 Million
2.71% of portfolio
|
Q4 2024
Added 3.85%
|