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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
27,444
shares
|
$4.86 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
27,300
shares
|
$4.83 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
27,269
shares
|
$4.83 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,258
shares
|
$4.83 Million
3.78% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
26,792
shares
|
$4.74 Million
3.57% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Apr 21, 2025 Q1 2025 |
26,705
shares
|
$4.73 Million
9.26% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
26,480
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2023
Added 87.01%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
26,436
shares
|
$4.68 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
26,335
shares
|
$4.66 Million
3.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
26,198
shares
|
$4.64 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
25,944
shares
|
$4.59 Million
0.28% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
25,710
shares
|
$4.55 Million
2.79% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
25,678
shares
|
$4.55 Million
2.57% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,649
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
25,646
shares
|
$4.54 Million
0.78% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
25,553
shares
|
$4.52 Million
3.59% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,482
shares
|
$4.51 Million
1.02% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
25,374
shares
|
$4.49 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
25,136
shares
|
$4.45 Million
0.81% of portfolio
|
Q1 2025
Added 113.47%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
25,122
shares
|
$4.45 Million
0.96% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
24,910
shares
|
$4.41 Million
1.02% of portfolio
|
Q1 2025
Added 198.65%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
24,824
shares
|
$4.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
24,647
shares
|
$4.36 Million
0.92% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
24,549
shares
|
$4.35 Million
0.84% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
24,408
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Added 247.05%
|