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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,274
shares
|
$231,320
0.0% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
1,272
shares
|
$230,957
0.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,267
shares
|
$230,049
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,266
shares
|
$229,867
0.12% of portfolio
|
Q4 2024
Added 60.86%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,244
shares
|
$225,873
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,244
shares
|
$225,873
0.08% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,244
shares
|
$225,873
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,241
shares
|
$225,328
0.06% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
1,241
shares
|
$225,328
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,237
shares
|
$224,602
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,236
shares
|
$224,420
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
1,231
shares
|
$223,512
0.07% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
1,230
shares
|
$223,331
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
1,223
shares
|
$222,060
0.1% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
1,221
shares
|
$221,696
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,218
shares
|
$221,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,214
shares
|
$220,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,213
shares
|
$220,244
0.02% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,206
shares
|
$218,973
0.14% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,204
shares
|
$218,610
0.02% of portfolio
|
Q4 2024
Added 36.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,202
shares
|
$218,247
0.02% of portfolio
|
Q4 2023
Reduced 10.57%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,198
shares
|
$217,520
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,180
shares
|
$214,252
0.02% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,180
shares
|
$214,252
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
1,178
shares
|
$213,889
0.35% of portfolio
|
Q4 2024
New holding
|