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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
18,876
shares
|
$3.43 Million
1.05% of portfolio
|
Q4 2024
Reduced 60.31%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
18,617
shares
|
$3.38 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,460
shares
|
$3.35 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
18,206
shares
|
$3.31 Million
2.53% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
18,156
shares
|
$3.3 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
18,156
shares
|
$3.3 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
18,154
shares
|
$3.3 Million
4.46% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
18,102
shares
|
$3.29 Million
0.64% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
18,060
shares
|
$3.28 Million
0.68% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
17,869
shares
|
$3.24 Million
1.7% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,778
shares
|
$3.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,736
shares
|
$3.22 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.33%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
17,649
shares
|
$3.2 Million
2.0% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
17,642
shares
|
$3.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,548
shares
|
$3.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,427
shares
|
$3.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
17,317
shares
|
$3.14 Million
3.26% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
17,313
shares
|
$3.14 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.13 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,214
shares
|
$3.13 Million
0.24% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
16,978
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Added 374.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,862
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
16,800
shares
|
$3.05 Million
0.55% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
16,728
shares
|
$3.04 Million
1.19% of portfolio
|
Q4 2024
Added 3104.6%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
16,629
shares
|
$3.02 Million
0.34% of portfolio
|
Q4 2024
Added 3.02%
|