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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,528
shares
|
$277,438
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
1,511
shares
|
$274,352
0.15% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,510
shares
|
$274,170
0.04% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
1,506
shares
|
$273,444
0.09% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,504
shares
|
$273,081
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,497
shares
|
$271,810
0.07% of portfolio
|
Q3 2024
Added 56.59%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,493
shares
|
$271,084
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
1,487
shares
|
$269,994
0.07% of portfolio
|
Q2 2024
Reduced 13.5%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,477
shares
|
$268,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,475
shares
|
$267,815
0.02% of portfolio
|
Q4 2024
Reduced 95.7%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,471
shares
|
$267,089
0.02% of portfolio
|
Q3 2024
Added 134.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,462
shares
|
$265,455
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,460
shares
|
$265,092
0.04% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,452
shares
|
$263,639
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,448
shares
|
$262,913
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,445
shares
|
$262,368
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
1,420
shares
|
$257,829
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
1,415
shares
|
$256,921
0.2% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,410
shares
|
$256,013
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,403
shares
|
$254,742
0.11% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,403
shares
|
$254,742
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,401
shares
|
$254,379
0.0% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,401
shares
|
$254,379
0.0% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,398
shares
|
$253,834
0.04% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,397
shares
|
$253,653
0.04% of portfolio
|
Q4 2023
New holding
|