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 |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
45,938
shares
|
$8.13 Million
2.96% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
45,763
shares
|
$8.1 Million
4.39% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
45,713
shares
|
$8.09 Million
6.78% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
45,676
shares
|
$8.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
45,668
shares
|
$8.09 Million
3.8% of portfolio
|
Q1 2025
Added 57.34%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
45,145
shares
|
$7.99 Million
0.32% of portfolio
|
Q1 2025
Added 50.69%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
45,117
shares
|
$7.99 Million
0.01% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
45,010
shares
|
$7.97 Million
1.97% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
44,946
shares
|
$7.96 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
44,792
shares
|
$7.93 Million
9.11% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,749
shares
|
$7.92 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
44,339
shares
|
$7.85 Million
0.24% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
44,308
shares
|
$7.85 Million
3.82% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
44,158
shares
|
$7.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
44,131
shares
|
$7.81 Million
0.62% of portfolio
|
Q1 2025
Added 340.69%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
43,248
shares
|
$7.66 Million
0.14% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
43,109
shares
|
$7.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
42,971
shares
|
$7.61 Million
4.59% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
42,826
shares
|
$7.58 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
42,608
shares
|
$7.54 Million
3.64% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
42,603
shares
|
$7.54 Million
5.17% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
42,462
shares
|
$7.52 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
40,977
shares
|
$7.26 Million
1.22% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
40,842
shares
|
$7.23 Million
3.0% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
40,783
shares
|
$7.22 Million
7.4% of portfolio
|
Q1 2025
Added 1.56%
|