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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$181,570
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$181,570
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
985
shares
|
$178,846
0.03% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
981
shares
|
$178,120
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
971
shares
|
$176,304
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
968
shares
|
$175,759
0.01% of portfolio
|
Q1 2024
Reduced 16.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
947
shares
|
$171,946
0.07% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
921
shares
|
$167,225
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
913
shares
|
$165,773
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
870
shares
|
$157,965
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
858
shares
|
$155,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$153,971
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
843
shares
|
$153,063
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
800
shares
|
$145,256
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
786
shares
|
$142,714
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
776
shares
|
$140,898
0.01% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
751
shares
|
$136,359
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
746
shares
|
$135,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
701
shares
|
$127,280
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
683
shares
|
$124,012
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
680
shares
|
$123,467
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
678
shares
|
$123,104
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
671
shares
|
$121,833
0.01% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
650
shares
|
$118,020
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
643
shares
|
$116,749
0.03% of portfolio
|
Q4 2024
Added 57.99%
|