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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,384
shares
|
$251,292
0.04% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,383
shares
|
$251,111
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,375
shares
|
$249,658
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,371
shares
|
$248,932
0.09% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
1,368
shares
|
$248,387
0.16% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,357
shares
|
$246,390
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
1,340
shares
|
$243,303
0.08% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,339
shares
|
$243,122
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,316
shares
|
$238,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,311
shares
|
$238,038
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,310
shares
|
$237,856
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,309
shares
|
$237,675
0.03% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,308
shares
|
$237,493
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
1,308
shares
|
$237,493
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,305
shares
|
$236,948
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,304
shares
|
$236,767
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
1,302
shares
|
$236,404
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
1,293
shares
|
$234,770
0.02% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
1,290
shares
|
$234,225
0.36% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,287
shares
|
$233,680
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
1,286
shares
|
$233,499
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,281
shares
|
$232,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,280
shares
|
$232,409
0.01% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,276
shares
|
$231,683
0.07% of portfolio
|
Q4 2024
Added 39.61%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,275
shares
|
$231,501
0.14% of portfolio
|
Q4 2024
Reduced 2.22%
|