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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
28,087
shares
|
$5.21 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
|
$5.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
28,056
shares
|
$5.21 Million
3.68% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
27,913
shares
|
$5.18 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
|
$5.14 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$5.14 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
27,612
shares
|
$5.13 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
27,370
shares
|
$5.08 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
27,136
shares
|
$5.04 Million
1.04% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
27,125
shares
|
$5.04 Million
2.05% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
27,092
shares
|
$5.03 Million
0.89% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
26,904
shares
|
$4.99 Million
4.09% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
26,902
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
26,698
shares
|
$4.96 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
26,497
shares
|
$4.92 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
26,480
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2023
Added 87.01%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
26,210
shares
|
$4.87 Million
2.36% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
26,199
shares
|
$4.86 Million
0.67% of portfolio
|
Q2 2025
Added 414.82%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
26,198
shares
|
$4.86 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
25,951
shares
|
$4.82 Million
0.09% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
25,845
shares
|
$4.8 Million
3.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
25,822
shares
|
$4.79 Million
3.49% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,649
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
25,569
shares
|
$4.75 Million
2.87% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
25,564
shares
|
$4.75 Million
2.28% of portfolio
|
Q2 2025
Reduced 35.68%
|