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 1,653 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,685
shares
|
$3.79 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
19,628
shares
|
$3.77 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
19,382
shares
|
$3.73 Million
0.92% of portfolio
|
Q2 2025
Reduced 84.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
19,375
shares
|
$3.73 Million
0.07% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,351
shares
|
$3.72 Million
1.76% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
19,277
shares
|
$3.71 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
19,256
shares
|
$3.7 Million
0.26% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
19,172
shares
|
$3.69 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
19,138
shares
|
$3.68 Million
0.19% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
19,067
shares
|
$3.67 Million
2.32% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,062
shares
|
$3.67 Million
0.89% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
18,976
shares
|
$3.65 Million
1.77% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
18,819
shares
|
$3.62 Million
2.81% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
18,747
shares
|
$3.6 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,742
shares
|
$3.6 Million
0.04% of portfolio
|
Q2 2025
Added 60.12%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
18,735
shares
|
$3.6 Million
1.5% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
18,707
shares
|
$3.6 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
18,672
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 193.82%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
18,671
shares
|
$3.59 Million
0.34% of portfolio
|
Q2 2025
Added 51.55%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
18,659
shares
|
$3.59 Million
1.76% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
18,603
shares
|
$3.58 Million
0.84% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
18,471
shares
|
$3.55 Million
0.33% of portfolio
|
Q1 2025
Reduced 30.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
18,246
shares
|
$3.51 Million
0.35% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
18,244
shares
|
$3.51 Million
0.79% of portfolio
|
Q3 2025
Added 123.8%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,196
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
Added 256.43%
|