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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
75,767
shares
|
$13.4 Million
0.16% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
75,732
shares
|
$13.4 Million
6.34% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
75,390
shares
|
$13.3 Million
2.82% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
75,291
shares
|
$13.3 Million
0.43% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
75,141
shares
|
$13.3 Million
1.23% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
74,490
shares
|
$13.2 Million
0.54% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
74,393
shares
|
$13.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
74,096
shares
|
$13.1 Million
2.51% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
72,766
shares
|
$12.9 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
71,714
shares
|
$12.7 Million
3.95% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
71,032
shares
|
$12.6 Million
6.34% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
70,455
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
70,038
shares
|
$12.4 Million
1.11% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
70,000
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
69,263
shares
|
$12.3 Million
0.34% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,162
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
68,917
shares
|
$12.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,859
shares
|
$12.2 Million
0.39% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
68,565
shares
|
$12.1 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
68,180
shares
|
$12.1 Million
5.46% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
67,924
shares
|
$12 Million
1.52% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
67,796
shares
|
$12 Million
2.33% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
67,514
shares
|
$12 Million
6.21% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,366
shares
|
$11.9 Million
0.35% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
66,936
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.69%
|