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 1,596 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
101,206
shares
|
$17.9 Million
7.52% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
100,707
shares
|
$17.8 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
|
$17.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
100,033
shares
|
$17.7 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
|
$17.7 Million
10.47% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
99,472
shares
|
$17.6 Million
6.93% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
98,106
shares
|
$17.4 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
97,623
shares
|
$17.3 Million
1.21% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
97,504
shares
|
$17.3 Million
1.79% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
97,006
shares
|
$17.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
96,368
shares
|
$17.1 Million
7.48% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
95,872
shares
|
$17 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 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
94,610
shares
|
$16.8 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
94,324
shares
|
$16.7 Million
10.53% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
94,013
shares
|
$16.6 Million
6.39% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
94,001
shares
|
$16.6 Million
3.26% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$16.5 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$16.5 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
92,949
shares
|
$16.5 Million
2.78% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
92,410
shares
|
$16.4 Million
3.07% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
92,295
shares
|
$16.3 Million
6.73% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
92,217
shares
|
$16.3 Million
2.51% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
88,184
shares
|
$15.6 Million
1.5% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
88,068
shares
|
$15.6 Million
0.5% of portfolio
|
Q1 2025
Added 11.74%
|