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 |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
18,603
shares
|
$3.45 Million
0.84% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
18,491
shares
|
$3.43 Million
2.83% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
18,471
shares
|
$3.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 30.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
18,246
shares
|
$3.39 Million
0.35% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
18,175
shares
|
$3.37 Million
1.49% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
18,106
shares
|
$3.36 Million
1.55% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
17,965
shares
|
$3.34 Million
0.52% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,907
shares
|
$3.32 Million
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
17,800
shares
|
$3.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
17,642
shares
|
$3.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
17,595
shares
|
$3.27 Million
0.59% of portfolio
|
Q2 2025
Reduced 46.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
17,457
shares
|
$3.24 Million
2.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
17,453
shares
|
$3.24 Million
0.58% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
17,416
shares
|
$3.23 Million
0.99% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.2 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
17,183
shares
|
$3.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
17,121
shares
|
$3.18 Million
2.5% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
17,093
shares
|
$3.17 Million
4.38% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
17,073
shares
|
$3.17 Million
1.75% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,027
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
16,992
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
16,785
shares
|
$3.12 Million
0.75% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
16,776
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
16,740
shares
|
$3.11 Million
0.06% of portfolio
|
Q2 2025
Added 601.59%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16,666
shares
|
$3.09 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.07%
|