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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,151
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,142
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
9,129
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
9,107
shares
|
$1.65 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
9,082
shares
|
$1.65 Million
1.06% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
8,966
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
8,917
shares
|
$1.62 Million
0.8% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,913
shares
|
$1.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
8,905
shares
|
$1.62 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
8,886
shares
|
$1.61 Million
0.44% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
8,880
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
8,856
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
8,854
shares
|
$1.61 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$1.59 Million
0.93% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
8,718
shares
|
$1.58 Million
0.5% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
8,717
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
8,705
shares
|
$1.58 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
8,694
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
8,679
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
8,605
shares
|
$1.56 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,531
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2024
Added 53.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
8,489
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
8,349
shares
|
$1.52 Million
1.27% of portfolio
|
Q4 2024
Added 31.48%
|