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 1,619 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
117,407
shares
|
$21.8 Million
1.4% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
116,456
shares
|
$21.7 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
116,406
shares
|
$21.7 Million
8.9% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
116,032
shares
|
$21.6 Million
10.42% of portfolio
|
Q1 2025
Added 45.59%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
115,027
shares
|
$21.4 Million
7.93% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
114,108
shares
|
$21.2 Million
1.26% of portfolio
|
Q3 2023
Reduced 17.98%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
112,716
shares
|
$21 Million
6.61% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
112,193
shares
|
$20.9 Million
2.81% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
111,936
shares
|
$20.8 Million
1.4% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
111,539
shares
|
$20.7 Million
6.5% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
111,370
shares
|
$20.7 Million
2.38% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
109,686
shares
|
$20.4 Million
4.07% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
109,047
shares
|
$20.3 Million
0.79% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
109,004
shares
|
$20.3 Million
1.08% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
108,925
shares
|
$20.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
108,544
shares
|
$20.2 Million
2.6% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
108,364
shares
|
$20.2 Million
2.97% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
107,767
shares
|
$20 Million
1.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
106,540
shares
|
$19.8 Million
3.46% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
106,165
shares
|
$19.7 Million
1.4% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
105,315
shares
|
$19.6 Million
2.52% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
102,818
shares
|
$19.1 Million
3.42% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
102,624
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Added 53.67%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
102,248
shares
|
$19 Million
3.78% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
102,167
shares
|
$19 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.84%
|