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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
19,917
shares
|
$3.7 Million
1.11% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
19,838
shares
|
$3.68 Million
0.66% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
19,764
shares
|
$3.67 Million
1.67% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
19,762
shares
|
$3.67 Million
2.92% of portfolio
|
Q2 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,706
shares
|
$3.66 Million
2.23% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,685
shares
|
$3.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
19,595
shares
|
$3.64 Million
1.98% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
19,485
shares
|
$3.62 Million
2.39% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
19,382
shares
|
$3.6 Million
0.92% of portfolio
|
Q2 2025
Reduced 84.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
19,360
shares
|
$3.59 Million
0.05% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
19,359
shares
|
$3.59 Million
0.45% of portfolio
|
Q2 2025
Added 74.39%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,351
shares
|
$3.59 Million
1.76% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
19,277
shares
|
$3.58 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
19,256
shares
|
$3.57 Million
0.26% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
19,248
shares
|
$3.57 Million
0.07% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,209
shares
|
$3.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
19,172
shares
|
$3.56 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,062
shares
|
$3.54 Million
0.89% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
18,976
shares
|
$3.52 Million
1.77% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
18,826
shares
|
$3.5 Million
1.24% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,742
shares
|
$3.48 Million
0.04% of portfolio
|
Q2 2025
Added 60.12%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,696
shares
|
$3.47 Million
1.21% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
18,672
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Added 193.82%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
18,671
shares
|
$3.47 Million
0.34% of portfolio
|
Q2 2025
Added 51.55%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
18,642
shares
|
$3.46 Million
1.79% of portfolio
|
Q2 2025
Added 0.27%
|