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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
92,378
shares
|
$17.2 Million
2.44% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
92,217
shares
|
$17.2 Million
2.51% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
88,184
shares
|
$16.4 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
|
$16.4 Million
0.5% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
88,054
shares
|
$16.4 Million
11.23% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
87,302
shares
|
$16.2 Million
0.85% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
85,948
shares
|
$16 Million
2.47% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
85,487
shares
|
$15.9 Million
4.4% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
85,167
shares
|
$15.8 Million
4.44% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
84,867
shares
|
$15.8 Million
0.04% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,647
shares
|
$15.7 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
84,409
shares
|
$15.7 Million
3.83% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
84,103
shares
|
$15.6 Million
4.84% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
83,731
shares
|
$15.6 Million
5.57% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
83,484
shares
|
$15.5 Million
3.04% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
83,410
shares
|
$15.5 Million
5.16% of portfolio
|
Q1 2025
Added 27.08%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
82,350
shares
|
$15.3 Million
8.1% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
82,335
shares
|
$15.3 Million
3.42% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
81,688
shares
|
$15.2 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
78,471
shares
|
$14.6 Million
2.01% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
77,969
shares
|
$14.5 Million
1.28% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
77,458
shares
|
$14.4 Million
0.63% of portfolio
|
Q2 2025
Added 75.52%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
77,200
shares
|
$14.4 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
76,890
shares
|
$14.3 Million
4.27% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
76,743
shares
|
$14.3 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.25%
|