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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
16,132
shares
|
$2.86 Million
1.52% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
16,090
shares
|
$2.85 Million
0.49% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
16,083
shares
|
$2.85 Million
1.09% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
16,043
shares
|
$2.84 Million
0.71% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
15,849
shares
|
$2.81 Million
0.36% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
15,839
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,815
shares
|
$2.8 Million
2.05% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,746
shares
|
$2.79 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,721
shares
|
$2.78 Million
0.2% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
15,660
shares
|
$2.77 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
15,627
shares
|
$2.77 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,505
shares
|
$2.75 Million
0.68% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,454
shares
|
$2.74 Million
0.92% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
15,258
shares
|
$2.7 Million
1.36% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
15,246
shares
|
$2.7 Million
2.15% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
15,184
shares
|
$2.69 Million
0.75% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,182
shares
|
$2.69 Million
0.18% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,030
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
15,020
shares
|
$2.66 Million
0.49% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
14,979
shares
|
$2.65 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
14,842
shares
|
$2.63 Million
0.35% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
14,720
shares
|
$2.61 Million
0.06% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,581
shares
|
$2.58 Million
0.28% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
14,447
shares
|
$2.56 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.8%
|