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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
79,686
shares
|
$15.3 Million
2.73% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
77,990
shares
|
$15 Million
0.75% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
77,984
shares
|
$15 Million
6.65% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
77,482
shares
|
$14.9 Million
0.47% of portfolio
|
Q2 2025
Added 51.19%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
77,458
shares
|
$14.9 Million
0.63% of portfolio
|
Q2 2025
Added 75.52%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
77,382
shares
|
$14.9 Million
2.7% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
77,200
shares
|
$14.8 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
77,190
shares
|
$14.8 Million
0.5% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
76,714
shares
|
$14.8 Million
1.48% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
75,913
shares
|
$14.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
74,264
shares
|
$14.3 Million
4.56% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
73,952
shares
|
$14.2 Million
0.73% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
73,896
shares
|
$14.2 Million
1.05% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
73,486
shares
|
$14.1 Million
3.68% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
73,389
shares
|
$14.1 Million
1.31% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
73,250
shares
|
$14.1 Million
0.47% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
73,216
shares
|
$14.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
73,035
shares
|
$14 Million
0.35% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
72,480
shares
|
$13.9 Million
1.66% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
71,208
shares
|
$13.7 Million
1.15% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
70,947
shares
|
$13.6 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
70,334
shares
|
$13.5 Million
0.25% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
70,252
shares
|
$13.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
69,945
shares
|
$13.4 Million
2.31% of portfolio
|
Q2 2025
Added 25060.07%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,162
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|