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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
41,860
shares
|
$8.05 Million
3.59% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
41,825
shares
|
$8.04 Million
3.1% of portfolio
|
Q2 2025
Added 68.49%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
41,794
shares
|
$8.04 Million
2.29% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
41,775
shares
|
$8.03 Million
3.82% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
41,167
shares
|
$7.92 Million
0.06% of portfolio
|
Q2 2025
Added 140.39%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
40,977
shares
|
$7.88 Million
1.24% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
40,670
shares
|
$7.82 Million
4.12% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
40,605
shares
|
$7.81 Million
2.87% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
40,319
shares
|
$7.75 Million
2.22% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
40,290
shares
|
$7.75 Million
3.4% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
39,554
shares
|
$7.61 Million
0.58% of portfolio
|
Q2 2025
Reduced 43.52%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
39,355
shares
|
$7.57 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
39,073
shares
|
$7.51 Million
3.59% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
38,985
shares
|
$7.5 Million
5.65% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
38,757
shares
|
$7.45 Million
2.84% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
38,749
shares
|
$7.45 Million
0.56% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
38,675
shares
|
$7.44 Million
0.85% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
38,605
shares
|
$7.42 Million
5.1% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
38,317
shares
|
$7.37 Million
3.88% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
38,278
shares
|
$7.36 Million
1.7% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
38,146
shares
|
$7.34 Million
0.6% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
37,857
shares
|
$7.28 Million
3.51% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
37,604
shares
|
$7.23 Million
1.82% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
37,573
shares
|
$7.22 Million
1.07% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
37,425
shares
|
$7.2 Million
5.65% of portfolio
|
Q2 2025
New holding
|