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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
29,465
shares
|
$5.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
29,428
shares
|
$5.21 Million
1.94% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.19 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
29,258
shares
|
$5.18 Million
0.21% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
29,251
shares
|
$5.18 Million
1.93% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
29,250
shares
|
$5.18 Million
4.33% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,161
shares
|
$5.16 Million
0.33% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
29,097
shares
|
$5.15 Million
2.31% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
28,992
shares
|
$5.13 Million
1.82% of portfolio
|
Q1 2025
Reduced 86.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
28,981
shares
|
$5.13 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
28,669
shares
|
$5.08 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
28,576
shares
|
$5.06 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28,353
shares
|
$5.02 Million
0.21% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
28,277
shares
|
$5.01 Million
1.9% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$4.99 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
28,148
shares
|
$4.98 Million
3.56% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
28,135
shares
|
$4.98 Million
2.59% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
28,065
shares
|
$4.97 Million
0.82% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
27,955
shares
|
$4.95 Million
0.1% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
27,890
shares
|
$4.94 Million
2.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
27,787
shares
|
$4.92 Million
0.42% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
27,694
shares
|
$4.9 Million
0.86% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$4.9 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
27,627
shares
|
$4.89 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
27,514
shares
|
$4.87 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.32%
|