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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
22,189
shares
|
$4.12 Million
1.18% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
22,178
shares
|
$4.12 Million
1.35% of portfolio
|
Q2 2025
Added 117.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,177
shares
|
$4.12 Million
0.03% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
22,022
shares
|
$4.09 Million
1.5% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
21,940
shares
|
$4.07 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
21,845
shares
|
$4.06 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
21,653
shares
|
$4.02 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
21,614
shares
|
$4.01 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,600
shares
|
$4.01 Million
0.2% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
21,503
shares
|
$3.99 Million
0.1% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
21,415
shares
|
$3.98 Million
2.63% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
21,183
shares
|
$3.93 Million
0.62% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
21,040
shares
|
$3.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
21,021
shares
|
$3.9 Million
0.41% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
20,960
shares
|
$3.89 Million
0.3% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,857
shares
|
$3.87 Million
1.49% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
20,802
shares
|
$3.86 Million
1.26% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
20,649
shares
|
$3.83 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
20,387
shares
|
$3.78 Million
1.54% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,363
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
20,360
shares
|
$3.78 Million
2.72% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,093
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
20,011
shares
|
$3.72 Million
2.08% of portfolio
|
Q2 2025
Reduced 39.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
20,011
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
19,952
shares
|
$3.7 Million
0.17% of portfolio
|
Q2 2025
Added 18.07%
|