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 1,647 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
30,186
shares
|
$5.6 Million
1.45% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
30,183
shares
|
$5.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
30,174
shares
|
$5.6 Million
3.24% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
30,050
shares
|
$5.58 Million
4.59% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,967
shares
|
$5.56 Million
1.04% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,836
shares
|
$5.54 Million
0.13% of portfolio
|
Q2 2020
Added 3.64%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
29,726
shares
|
$5.52 Million
1.93% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
29,722
shares
|
$5.52 Million
0.32% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,658
shares
|
$5.51 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
|
$5.48 Million
2.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
29,463
shares
|
$5.47 Million
0.81% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
29,451
shares
|
$5.47 Million
0.63% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,448
shares
|
$5.47 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
29,362
shares
|
$5.45 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.44 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
29,296
shares
|
$5.44 Million
1.46% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
29,265
shares
|
$5.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
29,250
shares
|
$5.43 Million
4.33% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,212
shares
|
$5.42 Million
1.99% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
29,185
shares
|
$5.42 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,161
shares
|
$5.41 Million
0.33% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
29,097
shares
|
$5.4 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
|
$5.31 Million
1.53% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
28,254
shares
|
$5.25 Million
1.08% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$5.23 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|