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 |
|---|---|---|---|---|---|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
1,785
shares
|
$324,102
0.03% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
1,777
shares
|
$322,649
0.03% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,774
shares
|
$322,105
0.08% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,769
shares
|
$321,197
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,768
shares
|
$321,015
0.12% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,767
shares
|
$320,834
0.42% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,746
shares
|
$317,021
0.06% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,725
shares
|
$313,208
0.03% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,724
shares
|
$313,026
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
1,713
shares
|
$311,029
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
1,702
shares
|
$309,032
0.16% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
1,701
shares
|
$308,850
0.3% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
1,694
shares
|
$307,579
0.18% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,694
shares
|
$307,579
0.04% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$306,853
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,686
shares
|
$306,127
0.15% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$305,763
0.02% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
1,683
shares
|
$305,582
0.11% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
1,662
shares
|
$301,769
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$301,043
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
1,658
shares
|
$301,043
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,651
shares
|
$299,772
0.03% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
1,645
shares
|
$298,682
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,632
shares
|
$296,322
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,630
shares
|
$295,959
0.01% of portfolio
|
Q4 2024
Added 82.53%
|