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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
33,203
shares
|
$6.09 Million
3.64% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
33,068
shares
|
$6.07 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
32,905
shares
|
$6.04 Million
2.41% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
32,728
shares
|
$6 Million
1.05% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
32,668
shares
|
$5.99 Million
1.08% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,644
shares
|
$5.99 Million
0.13% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
32,639
shares
|
$5.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
32,539
shares
|
$5.97 Million
2.65% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
32,503
shares
|
$5.96 Million
2.29% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32,293
shares
|
$5.92 Million
2.32% of portfolio
|
Q2 2023
Added 49.07%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
31,959
shares
|
$5.86 Million
1.19% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31,836
shares
|
$5.84 Million
0.32% of portfolio
|
Q4 2022
Added 59.46%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,812
shares
|
$5.84 Million
1.46% of portfolio
|
Q4 2022
Reduced 99.12%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,765
shares
|
$5.83 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
31,317
shares
|
$5.74 Million
0.8% of portfolio
|
Q1 2025
Reduced 49.5%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
30,986
shares
|
$5.68 Million
0.14% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
30,869
shares
|
$5.66 Million
0.14% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
30,835
shares
|
$5.66 Million
0.36% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
30,831
shares
|
$5.66 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,813
shares
|
$5.65 Million
0.47% of portfolio
|
Q3 2022
Added 8.43%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
30,718
shares
|
$5.63 Million
4.43% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
30,478
shares
|
$5.59 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,194
shares
|
$5.54 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
30,186
shares
|
$5.54 Million
1.45% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
30,051
shares
|
$5.51 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.61%
|