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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
66,272
shares
|
$11.7 Million
1.39% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
66,104
shares
|
$11.7 Million
4.02% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
65,606
shares
|
$11.6 Million
4.51% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
65,456
shares
|
$11.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$11.6 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
65,371
shares
|
$11.6 Million
4.33% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
65,244
shares
|
$11.6 Million
0.35% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
65,240
shares
|
$11.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
65,047
shares
|
$11.5 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
64,836
shares
|
$11.5 Million
6.82% of portfolio
|
Q1 2025
Added 72.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
64,689
shares
|
$11.5 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
64,335
shares
|
$11.4 Million
0.9% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
64,301
shares
|
$11.4 Million
0.4% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
64,002
shares
|
$11.3 Million
0.46% of portfolio
|
Q1 2025
Added 412.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
63,856
shares
|
$11.3 Million
0.26% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
63,817
shares
|
$11.3 Million
7.87% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
63,601
shares
|
$11.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
63,505
shares
|
$11.2 Million
1.24% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
63,359
shares
|
$11.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
63,298
shares
|
$11.2 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
62,971
shares
|
$11.1 Million
3.26% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
62,377
shares
|
$11 Million
0.51% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
62,376
shares
|
$11 Million
5.48% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
62,355
shares
|
$11 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
61,573
shares
|
$10.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.95%
|