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 1,596 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
17,804
shares
|
$3.15 Million
1.75% of portfolio
|
Q1 2025
Added 38.96%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
17,803
shares
|
$3.15 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,785
shares
|
$3.15 Million
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,736
shares
|
$3.14 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.33%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
17,642
shares
|
$3.12 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
17,499
shares
|
$3.1 Million
0.07% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,400
shares
|
$3.08 Million
0.21% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
17,322
shares
|
$3.07 Million
1.63% of portfolio
|
Q1 2025
Added 623.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
17,258
shares
|
$3.06 Million
0.17% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.05 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
17,125
shares
|
$3.03 Million
0.02% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
17,100
shares
|
$3.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
17,073
shares
|
$3.02 Million
1.75% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,899
shares
|
$2.99 Million
0.15% of portfolio
|
Q1 2025
Added 99.07%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
16,846
shares
|
$2.98 Million
0.24% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
16,836
shares
|
$2.98 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
16,834
shares
|
$2.98 Million
0.28% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
16,789
shares
|
$2.97 Million
1.98% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
16,725
shares
|
$2.96 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
16,644
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
16,580
shares
|
$2.94 Million
0.4% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
16,519
shares
|
$2.92 Million
0.31% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
16,461
shares
|
$2.91 Million
6.72% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
16,372
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
16,371
shares
|
$2.9 Million
0.05% of portfolio
|
Q1 2025
Added 4.06%
|