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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
22,996
shares
|
$4.18 Million
0.41% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
22,908
shares
|
$4.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
22,886
shares
|
$4.16 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
22,843
shares
|
$4.15 Million
0.46% of portfolio
|
Q4 2024
Reduced 27.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,797
shares
|
$4.14 Million
0.08% of portfolio
|
Q4 2024
Added 90.99%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
22,577
shares
|
$4.1 Million
0.28% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
22,540
shares
|
$4.09 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
22,151
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
22,094
shares
|
$4.01 Million
3.41% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
22,087
shares
|
$4.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,840
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
21,788
shares
|
$3.96 Million
2.11% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
21,777
shares
|
$3.95 Million
0.92% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
21,719
shares
|
$3.94 Million
2.3% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21,515
shares
|
$3.91 Million
0.14% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
21,503
shares
|
$3.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
21,476
shares
|
$3.9 Million
2.23% of portfolio
|
Q4 2024
Added 41.06%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
21,432
shares
|
$3.89 Million
1.53% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
21,336
shares
|
$3.87 Million
0.39% of portfolio
|
Q4 2024
Added 88.9%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
21,295
shares
|
$3.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
21,294
shares
|
$3.87 Million
1.3% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
21,185
shares
|
$3.85 Million
2.41% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
21,026
shares
|
$3.82 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
21,011
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
20,902
shares
|
$3.8 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.07%
|