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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
102,108
shares
|
$19 Million
6.9% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
101,407
shares
|
$18.9 Million
0.31% of portfolio
|
Q1 2025
Added 284.34%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
101,206
shares
|
$18.8 Million
7.52% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
100,707
shares
|
$18.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
100,503
shares
|
$18.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
100,033
shares
|
$18.6 Million
0.71% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
99,790
shares
|
$18.6 Million
10.47% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
99,761
shares
|
$18.6 Million
1.79% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
99,509
shares
|
$18.5 Million
3.08% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
99,472
shares
|
$18.5 Million
6.93% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
98,353
shares
|
$18.3 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
98,106
shares
|
$18.2 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
97,623
shares
|
$18.2 Million
1.21% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
97,084
shares
|
$18.1 Million
7.17% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
97,006
shares
|
$18 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
95,872
shares
|
$17.8 Million
1.9% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
95,739
shares
|
$17.8 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
94,641
shares
|
$17.6 Million
2.65% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
94,627
shares
|
$17.6 Million
6.87% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
94,610
shares
|
$17.6 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
94,324
shares
|
$17.5 Million
10.53% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
94,013
shares
|
$17.5 Million
6.39% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$17.3 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$17.3 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
92,472
shares
|
$17.2 Million
3.24% of portfolio
|
Q2 2025
Reduced 10.05%
|