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 1,620 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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
76,714
shares
|
$14.3 Million
1.48% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
76,500
shares
|
$14.2 Million
6.44% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
76,274
shares
|
$14.2 Million
0.24% of portfolio
|
Q1 2025
Added 37.01%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
76,068
shares
|
$14.1 Million
0.72% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
75,767
shares
|
$14.1 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
|
$14.1 Million
6.34% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
75,390
shares
|
$14 Million
2.82% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
75,291
shares
|
$14 Million
0.43% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
75,141
shares
|
$14 Million
1.23% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
74,490
shares
|
$13.9 Million
0.54% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
74,393
shares
|
$13.8 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
74,096
shares
|
$13.8 Million
2.51% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
72,766
shares
|
$13.5 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
71,032
shares
|
$13.2 Million
6.34% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
70,455
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
70,334
shares
|
$13.1 Million
0.25% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
70,038
shares
|
$13 Million
1.11% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
69,805
shares
|
$13 Million
3.65% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
69,263
shares
|
$12.9 Million
0.34% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,162
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
68,917
shares
|
$12.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,859
shares
|
$12.8 Million
0.39% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
68,565
shares
|
$12.8 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
68,559
shares
|
$12.8 Million
1.4% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
68,500
shares
|
$12.7 Million
2.82% of portfolio
|
Q2 2025
Added 36.51%
|