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Get Institutions for : 
Ishares Msci Usa Quality Factor (QUAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1092    32
Total shares held : 
 213,326,452  
% of shares held : 
 11.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   192  
Amount of shares held : 
 9,754,429  
% of shares held change : 
   0.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
87
 1,073,829
 0.5%
 
Increased Positions :
502
 16,918,064
 7.93%
 
Unchanged Positions :
161
 2,109,282
 0.99%
 
Decreased Positions :
342
-7,807,222
-3.66%
 
Closed Positions :
55
-430,242
-0.2%
 
Guru Positions :
2
69,183
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HILLTOP HOLDINGS INC. 596 *Closed 2023-12-31 0 $0 -14,934
   ARLINGTON PARTNERS LLC 63 *Closed 2024-03-31 0 $0 -261
   VERITABLE LP 19 *Closed 2023-09-30 0 $0 -4,321
   Koshinski Asset Management Inc. 505 *Closed 2023-12-31 0 $0 -1,729
   ABLES IANNONE MOORE & ASSOCIATES INC. *Closed 2024-03-31 0 $0 -66
   HRT FINANCIAL LLC 2033 *Closed 2023-12-31 0 $0 -34,360
   Ten Capital Wealth Advisors LLC 235 *Closed 2023-06-30 0 $0 -231
   VisionPoint Advisory Group LLC 705 *Closed 2023-12-31 0 $0 -192
   Meridian Wealth Management LLC 234 *Closed 2024-03-31 0 $0 -6,411
   DEUTSCHE BANK AG 3491 *Closed 2023-12-31 0 $0 -401
   MARSHALL WACE LLP 1846 *Closed 2023-12-31 0 $0 -30,900
   Lehman & Derafelo Financial Resources LLC 131 *Closed 2022-12-31 0 $0 -346
   Lloyd Advisory Services LLC. 130 *Closed 2024-03-31 0 $0 -7,110
   TOMPKINS FINANCIAL CORP 632 *Closed 2024-03-31 0 $0 -79
   Synergy Financial Management LLC 132 *Closed 2024-03-31 0 $0 -1,618
   GTS SECURITIES LLC 1496 *Closed 2023-12-31 0 $0 -14,444
   17 CAPITAL PARTNERS LLC 125 *Closed 2024-03-31 0 $0 -3,023
   Atlantic Trust LLC 438 *Closed 2023-12-31 0 $0 -245
   Syntal Capital Partners LLC 42 *Closed 2023-12-31 0 $0 -3,594
   LWMG LLC *Closed 2024-03-31 0 $0 -2,663
   Holistic Planning LLC *Closed 2024-03-31 0 $0 -1,705
   Vident Investment Advisory LLC 346 *Closed 2023-09-30 0 $0 -8,204
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -1,883
   Burns Matteson Capital Management LLC 142 *Closed 2023-12-31 0 $0 -1,993
   Centennial Wealth Advisory LLC 142 *Closed 2024-03-31 0 $0 -4,775
   Opal Wealth Advisors LLC 356 *Closed 2024-03-31 0 $0 -1,445
   Penserra Capital Management LLC 1289 *Closed 2023-12-31 0 $0 -54
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 369 *Closed 2024-03-31 0 $0 -145
   CLARK CAPITAL MANAGEMENT GROUP INC 399 *Closed 2023-12-31 0 $0 -36,396
   QUATTRO FINANCIAL ADVISORS LLC 93 *Closed 2024-03-31 0 $0 -40,804
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -486
   V Wealth ManagementLLC 307 *Closed 2023-09-30 0 $0 -2,484
   Hibernia Wealth Partners LLC 136 *Closed 2023-12-31 0 $0 -1,056
   Moisand Fitzgerald Tamayo LLC 614 *Closed 2024-03-31 0 $0 -193
   GREENUP STREET WEALTH MANAGEMENT LLC 85 *Closed 2023-12-31 0 $0 -2,660
   Northside Capital Management LLC 110 *Closed 2024-03-31 0 $0 -1,542
   Stonebridge Capital Advisors LLC 813 *Closed 2023-12-31 0 $0 -49
   BAROMETER CAPITAL MANAGEMENT INC. 199 *Closed 2023-12-31 0 $0 -5,900
   KARLINSKI ANDREW C 73 *Closed 2022-12-31 0 $0 -2,247
   Riggs Asset Managment Co. Inc. *Closed 2024-03-31 0 $0 -17
   Kovack Advisors Inc. 517 *Closed 2024-03-31 0 $0 -3,550
   Personal Resources Investment & Strategic Manageme 60 *Closed 2024-03-31 0 $0 -91,405
   Williams Financial LLC 31 *Closed 2024-03-31 0 $0 -31,499
   Authentikos Wealth Advisory LLC 409 *Closed 2023-12-31 0 $0 -1,720
   FLOW TRADERS U.S. LLC 1132 *Closed 2023-12-31 0 $0 -2,449
   McClarren Financial Advisors Inc. 357 *Closed 2024-03-31 0 $0 -55
   SYSTM Wealth Solutions LLC 1013 *Closed 2024-03-31 0 $0 -195
   MODERA WEALTH MANAGEMENT, LLC 637 *Closed 2023-12-31 0 $0 -4,148
   Clear Perspectives Financial Planning LLC 233 *Closed 2023-03-31 0 $0 -25
   MARCO INVESTMENT MANAGEMENT LLC 210 *Closed 2023-12-31 0 $0 -2,191
   CONSULTIVA WEALTH MANAGEMENT CORP. 37 *Closed 2023-09-30 0 $0 -1,458
   FIRST UNITED BANK TRUST/ *Closed 2024-03-31 0 $0 -75
   CFG ASSET MANAGEMENT LLC 573 *Closed 2023-12-31 0 $0 -44
   Headlands Technologies LLC 1353 *Closed 2023-12-31 0 $0 -117
   Keener Financial Planning LLC 204 *Closed 2024-03-31 0 $0 -131
   Ford Financial Group Inc. 96 *Closed 2023-03-31 0 $0 -9,529
   HBC Financial Services PLLC 212 *Closed 2023-12-31 0 $0 -63
   HANSON INVESTMENT MANAGEMENT 523 *Closed 2024-03-31 0 $0 -37
   Founders Financial Alliance LLC 498 *Closed 2023-12-31 0 $0 -189
   Ayalon Holdings Ltd. 75 *Closed 2024-03-31 0 $0 -1,015
   STELAC ADVISORY SERVICES LLC 97 *Closed 2023-12-31 0 $0 -5,599
   Sound Financial Strategies Group LLC 73 *Closed 2023-12-31 0 $0 -701
   MATRIX PRIVATE CAPITAL GROUP LLC 178 *Closed 2023-12-31 0 $0 -1,049
   Provida Pension Fund Administrator 36 *Closed 2023-12-31 0 $0 -268
  64 Records found
  1    
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