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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
16,539
shares
|
$3.07 Million
0.09% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
16,402
shares
|
$3.05 Million
2.16% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,327
shares
|
$3.03 Million
0.2% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
16,326
shares
|
$3.03 Million
2.43% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
16,256
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
16,222
shares
|
$3.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
16,204
shares
|
$3.01 Million
0.37% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
16,017
shares
|
$2.97 Million
0.99% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$2.95 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
15,837
shares
|
$2.94 Million
1.77% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
15,815
shares
|
$2.94 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
15,795
shares
|
$2.93 Million
2.3% of portfolio
|
Q2 2025
Added 67.13%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,746
shares
|
$2.92 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
15,660
shares
|
$2.91 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,649
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,631
shares
|
$2.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,596
shares
|
$2.9 Million
0.18% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,505
shares
|
$2.88 Million
0.68% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
15,482
shares
|
$2.87 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
15,437
shares
|
$2.87 Million
2.34% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
15,437
shares
|
$2.87 Million
2.14% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
15,399
shares
|
$2.86 Million
2.68% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
15,374
shares
|
$2.85 Million
1.92% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,228
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
15,224
shares
|
$2.83 Million
0.14% of portfolio
|
Q2 2025
Added 22.03%
|