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 1,616 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 $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
62,355
shares
|
$11.4 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
61,573
shares
|
$11.3 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
60,910
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 774.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
60,857
shares
|
$11.2 Million
0.15% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
60,832
shares
|
$11.2 Million
4.35% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
60,723
shares
|
$11.1 Million
5.56% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
60,625
shares
|
$11.1 Million
1.14% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
60,365
shares
|
$11.1 Million
3.39% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
60,004
shares
|
$11 Million
0.39% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
59,532
shares
|
$10.9 Million
7.57% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
59,386
shares
|
$10.9 Million
8.36% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
59,316
shares
|
$10.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
58,770
shares
|
$10.8 Million
3.12% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
58,544
shares
|
$10.7 Million
4.27% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
58,543
shares
|
$10.7 Million
4.27% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
57,477
shares
|
$10.5 Million
6.2% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
57,349
shares
|
$10.5 Million
2.29% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
57,139
shares
|
$10.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
57,023
shares
|
$10.5 Million
1.75% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
56,371
shares
|
$10.3 Million
0.35% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
56,273
shares
|
$10.3 Million
2.48% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
56,205
shares
|
$10.3 Million
5.3% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
56,019
shares
|
$10.3 Million
1.22% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
55,879
shares
|
$10.2 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
55,470
shares
|
$10.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.74%
|