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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
54,303
shares
|
$10.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
54,124
shares
|
$10 Million
0.55% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
53,556
shares
|
$9.94 Million
4.38% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
53,243
shares
|
$9.88 Million
4.38% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
52,997
shares
|
$9.84 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
52,797
shares
|
$9.8 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,037
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2025
Added 910.82%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
52,000
shares
|
$9.65 Million
0.35% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
51,816
shares
|
$9.62 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
51,657
shares
|
$9.59 Million
4.19% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
51,630
shares
|
$9.59 Million
0.17% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
51,336
shares
|
$9.53 Million
3.08% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
51,216
shares
|
$9.51 Million
6.42% of portfolio
|
Q1 2025
Reduced 41.47%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
50,455
shares
|
$9.37 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
50,164
shares
|
$9.31 Million
2.42% of portfolio
|
Q2 2025
Added 632.86%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
49,806
shares
|
$9.25 Million
1.95% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
49,721
shares
|
$9.23 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
49,435
shares
|
$9.18 Million
5.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
49,398
shares
|
$9.17 Million
0.38% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
49,020
shares
|
$9.1 Million
2.23% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
48,892
shares
|
$9.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
48,843
shares
|
$9.07 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,821
shares
|
$9.06 Million
0.15% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
48,579
shares
|
$9.02 Million
0.01% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
48,578
shares
|
$9.02 Million
3.7% of portfolio
|
Q2 2025
Reduced 10.13%
|