Institutional Ownership Ishares Msci Usa Quality Facto (QUAL)
Currently, there are no institutions holding Ishares Msci Usa Quality Facto (QUAL). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
29,677
shares
|
$5.71 Million
3.05% of portfolio
|
Q3 2025
Added 143.31%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,658
shares
|
$5.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 70.75%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
29,491
shares
|
$5.67 Million
2.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
29,477
shares
|
$5.67 Million
4.28% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
29,463
shares
|
$5.67 Million
0.81% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,448
shares
|
$5.66 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.63 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,212
shares
|
$5.62 Million
1.99% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,161
shares
|
$5.61 Million
0.33% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
29,097
shares
|
$5.6 Million
2.31% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
28,603
shares
|
$5.5 Million
1.53% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
28,482
shares
|
$5.48 Million
0.26% of portfolio
|
Q2 2025
Reduced 55.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
28,376
shares
|
$5.46 Million
2.59% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
28,294
shares
|
$5.44 Million
0.89% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
28,254
shares
|
$5.43 Million
1.08% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$5.42 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
28,087
shares
|
$5.4 Million
0.84% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
28,061
shares
|
$5.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
27,948
shares
|
$5.37 Million
0.9% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
27,913
shares
|
$5.37 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
27,696
shares
|
$5.33 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$5.32 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
27,550
shares
|
$5.3 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,421
shares
|
$5.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
27,370
shares
|
$5.26 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.92%
|