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 1,647 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
68,745
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
68,565
shares
|
$12.7 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
68,559
shares
|
$12.7 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%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
68,458
shares
|
$12.7 Million
0.88% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
68,152
shares
|
$12.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
67,879
shares
|
$12.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
67,839
shares
|
$12.6 Million
2.18% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
67,826
shares
|
$12.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 72.86%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
67,796
shares
|
$12.6 Million
2.33% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
67,697
shares
|
$12.6 Million
7.04% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
66,754
shares
|
$12.4 Million
5.63% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
66,537
shares
|
$12.4 Million
3.93% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
66,536
shares
|
$12.4 Million
5.97% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
65,792
shares
|
$12.2 Million
3.62% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$12.1 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
65,335
shares
|
$12.1 Million
4.83% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
65,244
shares
|
$12.1 Million
0.35% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
63,380
shares
|
$11.8 Million
5.5% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
63,359
shares
|
$11.8 Million
0.38% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
63,090
shares
|
$11.7 Million
4.94% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
62,377
shares
|
$11.6 Million
0.51% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
60,857
shares
|
$11.3 Million
0.15% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
60,832
shares
|
$11.3 Million
4.35% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
60,750
shares
|
$11.3 Million
0.27% of portfolio
|
Q2 2025
Added 6.32%
|