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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
14,572
shares
|
$2.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
14,555
shares
|
$2.8 Million
1.56% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
14,548
shares
|
$2.8 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
14,547
shares
|
$2.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,506
shares
|
$2.79 Million
0.27% of portfolio
|
Q2 2025
Added 67.14%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,450
shares
|
$2.78 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
14,387
shares
|
$2.77 Million
0.43% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
14,300
shares
|
$2.75 Million
2.17% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
14,273
shares
|
$2.74 Million
0.26% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
14,226
shares
|
$2.74 Million
1.09% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
14,152
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
14,100
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2025
Added 157.91%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
13,972
shares
|
$2.69 Million
0.33% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
13,907
shares
|
$2.67 Million
1.05% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,820
shares
|
$2.66 Million
1.51% of portfolio
|
Q3 2025
Reduced 45.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
13,780
shares
|
$2.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
13,755
shares
|
$2.64 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,745
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
13,737
shares
|
$2.64 Million
2.98% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
13,672
shares
|
$2.63 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,566
shares
|
$2.61 Million
1.66% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
13,494
shares
|
$2.59 Million
1.42% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,427
shares
|
$2.58 Million
0.5% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
13,315
shares
|
$2.56 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
13,292
shares
|
$2.56 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.04%
|