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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$29.4 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
157,850
shares
|
$28.7 Million
0.15% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
157,616
shares
|
$28.6 Million
3.54% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
157,534
shares
|
$28.6 Million
0.47% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
156,611
shares
|
$28.4 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
155,555
shares
|
$28.2 Million
1.15% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
153,400
shares
|
$27.9 Million
2.45% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
148,219
shares
|
$26.9 Million
3.57% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
148,171
shares
|
$26.9 Million
1.04% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
145,705
shares
|
$26.5 Million
0.65% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
144,899
shares
|
$26.3 Million
5.26% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
143,443
shares
|
$26 Million
3.1% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
142,628
shares
|
$25.9 Million
9.54% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
141,581
shares
|
$25.7 Million
3.85% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
140,947
shares
|
$25.6 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
139,976
shares
|
$25.4 Million
2.45% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
139,917
shares
|
$25.4 Million
5.94% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
139,181
shares
|
$25.3 Million
5.09% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
137,099
shares
|
$24.9 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
134,214
shares
|
$24.4 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
134,087
shares
|
$24.3 Million
6.56% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
134,007
shares
|
$24.3 Million
8.92% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
132,830
shares
|
$24.1 Million
3.57% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
131,376
shares
|
$23.9 Million
6.03% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
131,215
shares
|
$23.8 Million
12.04% of portfolio
|
Q4 2024
Added 3.22%
|