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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
25,554
shares
|
$4.74 Million
2.87% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
25,526
shares
|
$4.74 Million
0.34% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
25,431
shares
|
$4.72 Million
1.12% of portfolio
|
Q2 2025
Added 1969.24%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
25,207
shares
|
$4.68 Million
0.61% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
24,685
shares
|
$4.58 Million
0.01% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
24,602
shares
|
$4.57 Million
0.72% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
24,358
shares
|
$4.52 Million
0.05% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
24,332
shares
|
$4.52 Million
0.39% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
24,305
shares
|
$4.51 Million
1.19% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
24,212
shares
|
$4.49 Million
2.2% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
23,941
shares
|
$4.44 Million
3.54% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
23,859
shares
|
$4.43 Million
5.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,812
shares
|
$4.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
23,700
shares
|
$4.4 Million
3.9% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
23,670
shares
|
$4.39 Million
0.32% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
23,622
shares
|
$4.39 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
23,449
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
23,429
shares
|
$4.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
23,014
shares
|
$4.27 Million
2.08% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,746
shares
|
$4.22 Million
0.26% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
22,535
shares
|
$4.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
22,387
shares
|
$4.16 Million
0.32% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
22,378
shares
|
$4.15 Million
2.28% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
22,350
shares
|
$4.15 Million
0.41% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
22,259
shares
|
$4.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.42%
|