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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
48,539
shares
|
$9.01 Million
0.25% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
47,736
shares
|
$8.86 Million
0.16% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$8.81 Million
5.26% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
47,262
shares
|
$8.77 Million
3.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
47,027
shares
|
$8.73 Million
6.81% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
46,966
shares
|
$8.72 Million
2.46% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
46,825
shares
|
$8.69 Million
3.34% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
46,792
shares
|
$8.69 Million
0.0% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
46,657
shares
|
$8.66 Million
4.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
46,490
shares
|
$8.63 Million
1.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
46,475
shares
|
$8.63 Million
0.23% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
46,040
shares
|
$8.55 Million
4.24% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
45,769
shares
|
$8.5 Million
3.96% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
45,590
shares
|
$8.46 Million
6.77% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
45,323
shares
|
$8.41 Million
3.42% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
44,775
shares
|
$8.31 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,749
shares
|
$8.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
44,730
shares
|
$8.3 Million
4.24% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
44,606
shares
|
$8.28 Million
0.12% of portfolio
|
Q2 2025
Added 146.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
44,183
shares
|
$8.2 Million
0.18% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
44,081
shares
|
$8.18 Million
2.67% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
43,939
shares
|
$8.16 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
43,828
shares
|
$8.14 Million
0.27% of portfolio
|
Q2 2025
Added 458.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
43,427
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
43,402
shares
|
$8.06 Million
5.34% of portfolio
|
Q2 2025
Added 1.88%
|