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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
291
shares
|
$52,836
0.01% of portfolio
|
Q2 2024
Reduced 93.35%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$52,473
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
288
shares
|
$52,292
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
286
shares
|
$51,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
284
shares
|
$51,565
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
278
shares
|
$50,476
0.01% of portfolio
|
Q4 2023
Reduced 41.96%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
272
shares
|
$49,387
0.01% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
271
shares
|
$49,205
0.09% of portfolio
|
Q4 2024
Reduced 94.04%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
270
shares
|
$49,023
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$48,116
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$47,208
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
259
shares
|
$47,026
0.01% of portfolio
|
Q4 2024
Added 114.05%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$46,118
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
241
shares
|
$43,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
236
shares
|
$42,850
0.02% of portfolio
|
Q4 2024
Added 148.42%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
227
shares
|
$41,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
226
shares
|
$41,034
0.01% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
226
shares
|
$41,034
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
225
shares
|
$40,853
0.0% of portfolio
|
Q4 2024
Reduced 39.52%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
225
shares
|
$40,853
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$40,490
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
220
shares
|
$39,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
218
shares
|
$39,582
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
215
shares
|
$39,037
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
212
shares
|
$38,492
0.0% of portfolio
|
Q4 2024
Added 63.08%
|