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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,912
shares
|
$528,731
0.04% of portfolio
|
Q4 2024
Reduced 71.41%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,900
shares
|
$526,553
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,877
shares
|
$522,376
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
2,870
shares
|
$521,105
0.27% of portfolio
|
Q4 2024
Added 197.72%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,848
shares
|
$517,111
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,838
shares
|
$515,295
0.06% of portfolio
|
Q4 2024
Added 79.85%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
2,816
shares
|
$511,301
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
2,813
shares
|
$510,756
0.38% of portfolio
|
Q4 2024
Added 34.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,806
shares
|
$509,485
0.04% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,796
shares
|
$507,669
0.36% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,773
shares
|
$503,493
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,771
shares
|
$503,130
0.18% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,768
shares
|
$502,585
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
2,738
shares
|
$497,138
0.05% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
2,729
shares
|
$495,504
0.0% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,710
shares
|
$492,054
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,705
shares
|
$491,146
0.0% of portfolio
|
Q4 2024
Reduced 51.0%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
2,705
shares
|
$491,146
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,697
shares
|
$489,694
0.06% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,697
shares
|
$489,694
0.09% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,697
shares
|
$489,694
0.02% of portfolio
|
Q4 2024
Added 30.73%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2,693
shares
|
$488,968
0.19% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
2,688
shares
|
$488,060
0.1% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,685
shares
|
$487,515
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,670
shares
|
$484,791
0.16% of portfolio
|
Q4 2024
Added 0.3%
|