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 1,612 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
37,920
shares
|
$6.96 Million
2.71% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
37,840
shares
|
$6.94 Million
0.94% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
37,840
shares
|
$6.94 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
37,679
shares
|
$6.91 Million
3.78% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
37,604
shares
|
$6.9 Million
1.82% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
37,135
shares
|
$6.81 Million
2.78% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
36,854
shares
|
$6.76 Million
0.66% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
36,544
shares
|
$6.7 Million
3.98% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
36,299
shares
|
$6.66 Million
0.22% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
36,254
shares
|
$6.65 Million
0.31% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
36,147
shares
|
$6.63 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
35,747
shares
|
$6.56 Million
1.25% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
35,696
shares
|
$6.55 Million
0.53% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,581
shares
|
$6.53 Million
0.05% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
35,573
shares
|
$6.53 Million
0.58% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
35,358
shares
|
$6.49 Million
0.54% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
35,267
shares
|
$6.47 Million
1.5% of portfolio
|
Q2 2025
Added 69.56%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
35,239
shares
|
$6.46 Million
2.56% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
35,031
shares
|
$6.43 Million
0.27% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
35,015
shares
|
$6.42 Million
2.37% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
34,896
shares
|
$6.4 Million
3.38% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
34,504
shares
|
$6.33 Million
0.68% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
34,013
shares
|
$6.24 Million
5.59% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
33,556
shares
|
$6.16 Million
0.52% of portfolio
|
Q2 2023
Added 6.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
33,431
shares
|
$6.13 Million
0.15% of portfolio
|
Q1 2025
Added 10.34%
|