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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
12,613
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.27 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,478
shares
|
$2.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
12,411
shares
|
$2.25 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
12,360
shares
|
$2.24 Million
0.73% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
12,353
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
12,250
shares
|
$2.22 Million
0.62% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
12,213
shares
|
$2.22 Million
3.11% of portfolio
|
Q3 2022
Reduced 4.39%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
12,142
shares
|
$2.2 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12,133
shares
|
$2.2 Million
0.35% of portfolio
|
Q2 2023
Added 47.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
12,000
shares
|
$2.18 Million
0.63% of portfolio
|
Q2 2023
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
11,941
shares
|
$2.17 Million
0.63% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,905
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
11,813
shares
|
$2.14 Million
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
11,775
shares
|
$2.14 Million
0.44% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,741
shares
|
$2.13 Million
0.68% of portfolio
|
Q3 2023
Reduced 38.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
11,736
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
11,633
shares
|
$2.11 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
11,609
shares
|
$2.11 Million
0.22% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,539
shares
|
$2.1 Million
0.67% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
11,532
shares
|
$2.09 Million
1.44% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,445
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,438
shares
|
$2.08 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
11,322
shares
|
$2.06 Million
0.3% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
11,322
shares
|
$2.06 Million
1.85% of portfolio
|
Q4 2024
Reduced 6.45%
|