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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
53,540
shares
|
$9.48 Million
0.54% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
53,381
shares
|
$9.45 Million
3.8% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
53,243
shares
|
$9.43 Million
4.38% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
52,413
shares
|
$9.28 Million
0.95% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
52,392
shares
|
$9.28 Million
2.64% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
52,288
shares
|
$9.26 Million
4.36% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
51,493
shares
|
$9.12 Million
5.38% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
51,336
shares
|
$9.09 Million
3.34% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
51,248
shares
|
$9.07 Million
0.33% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
51,216
shares
|
$9.07 Million
5.82% of portfolio
|
Q1 2025
Reduced 41.47%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
50,178
shares
|
$8.88 Million
2.12% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
50,001
shares
|
$8.85 Million
0.38% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
49,975
shares
|
$8.85 Million
0.69% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
49,587
shares
|
$8.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
49,378
shares
|
$8.74 Million
1.4% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
48,350
shares
|
$8.56 Million
4.95% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
47,736
shares
|
$8.45 Million
0.16% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
47,709
shares
|
$8.45 Million
0.37% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
47,641
shares
|
$8.44 Million
1.54% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$8.4 Million
5.26% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
47,167
shares
|
$8.35 Million
4.36% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
47,027
shares
|
$8.33 Million
6.81% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
46,985
shares
|
$8.32 Million
0.16% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
46,675
shares
|
$8.26 Million
7.66% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
46,314
shares
|
$8.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.91%
|