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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,857
shares
|
$3.79 Million
1.49% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
20,767
shares
|
$3.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
20,634
shares
|
$3.75 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,606
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
20,557
shares
|
$3.73 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
20,465
shares
|
$3.72 Million
1.3% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
20,430
shares
|
$3.71 Million
1.39% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
20,369
shares
|
$3.7 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
20,163
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,080
shares
|
$3.65 Million
0.86% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
20,073
shares
|
$3.64 Million
3.03% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
20,043
shares
|
$3.64 Million
1.9% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
19,956
shares
|
$3.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
19,956
shares
|
$3.62 Million
0.3% of portfolio
|
Q4 2024
Added 582.26%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
19,890
shares
|
$3.61 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,706
shares
|
$3.58 Million
2.23% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
19,537
shares
|
$3.55 Million
0.5% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
19,521
shares
|
$3.54 Million
2.49% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
19,468
shares
|
$3.53 Million
0.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
19,353
shares
|
$3.51 Million
1.32% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
19,169
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,125
shares
|
$3.47 Million
0.19% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,062
shares
|
$3.46 Million
0.89% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
18,963
shares
|
$3.44 Million
0.12% of portfolio
|
Q4 2024
Added 222.01%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
18,893
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|