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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$374,397
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
2,062
shares
|
$374,397
0.02% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,058
shares
|
$373,671
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,053
shares
|
$372,763
0.06% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,030
shares
|
$368,587
0.14% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
2,029
shares
|
$368,405
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,012
shares
|
$365,318
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
1,995
shares
|
$362,232
0.09% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,994
shares
|
$362,050
0.13% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,989
shares
|
$361,142
0.01% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$358,600
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,972
shares
|
$358,056
0.04% of portfolio
|
Q4 2024
Reduced 61.7%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,970
shares
|
$357,692
0.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,970
shares
|
$357,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
1,969
shares
|
$357,511
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$356,603
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,961
shares
|
$356,058
0.01% of portfolio
|
Q4 2024
Reduced 92.29%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,958
shares
|
$355,514
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
1,956
shares
|
$355,150
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,951
shares
|
$354,243
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,950
shares
|
$354,061
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$353,879
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,947
shares
|
$353,516
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,939
shares
|
$352,064
0.02% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,939
shares
|
$352,064
0.0% of portfolio
|
Q4 2024
Added 14.87%
|