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 1,649 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
52,997
shares
|
$10.2 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
52,960
shares
|
$10.2 Million
13.43% of portfolio
|
Q2 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
52,797
shares
|
$10.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
52,684
shares
|
$10.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,037
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Added 910.82%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
51,630
shares
|
$9.93 Million
0.17% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
51,336
shares
|
$9.87 Million
3.08% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
51,216
shares
|
$9.85 Million
6.42% of portfolio
|
Q1 2025
Reduced 41.47%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
50,735
shares
|
$9.76 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
50,651
shares
|
$9.74 Million
4.1% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
50,455
shares
|
$9.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
50,164
shares
|
$9.65 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
|
$9.58 Million
1.95% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
49,721
shares
|
$9.56 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
49,254
shares
|
$9.47 Million
8.21% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
49,041
shares
|
$9.43 Million
5.94% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
49,020
shares
|
$9.43 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
|
$9.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
48,843
shares
|
$9.39 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,821
shares
|
$9.39 Million
0.15% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
48,579
shares
|
$9.34 Million
0.01% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
48,578
shares
|
$9.34 Million
3.7% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
48,539
shares
|
$9.33 Million
0.25% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
48,374
shares
|
$9.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$9.12 Million
5.26% of portfolio
|
Q2 2023
New holding
|