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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
24,305
shares
|
$4.67 Million
1.19% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
24,212
shares
|
$4.66 Million
2.2% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
23,859
shares
|
$4.59 Million
5.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,812
shares
|
$4.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
23,704
shares
|
$4.56 Million
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
23,622
shares
|
$4.54 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
23,429
shares
|
$4.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
23,186
shares
|
$4.46 Million
3.29% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,746
shares
|
$4.37 Million
0.26% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
22,596
shares
|
$4.34 Million
0.41% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
22,535
shares
|
$4.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
22,387
shares
|
$4.3 Million
0.32% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
22,280
shares
|
$4.28 Million
1.18% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
22,259
shares
|
$4.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
22,189
shares
|
$4.27 Million
1.18% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
22,178
shares
|
$4.26 Million
1.35% of portfolio
|
Q2 2025
Added 117.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,177
shares
|
$4.26 Million
0.03% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
22,173
shares
|
$4.26 Million
2.82% of portfolio
|
Q3 2025
Reduced 76.51%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
22,004
shares
|
$4.23 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
21,940
shares
|
$4.22 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
21,914
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
21,721
shares
|
$4.18 Million
2.22% of portfolio
|
Q3 2025
Reduced 67.91%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
21,653
shares
|
$4.16 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
21,614
shares
|
$4.16 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,600
shares
|
$4.15 Million
0.2% of portfolio
|
Q2 2025
Added 4.95%
|