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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
15,135
shares
|
$2.81 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
15,092
shares
|
$2.8 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
15,036
shares
|
$2.79 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,030
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,994
shares
|
$2.78 Million
0.09% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
14,851
shares
|
$2.76 Million
1.59% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
14,797
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
14,783
shares
|
$2.74 Million
0.73% of portfolio
|
Q2 2025
Reduced 51.58%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,687
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
14,572
shares
|
$2.71 Million
0.26% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
14,555
shares
|
$2.7 Million
1.56% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
14,548
shares
|
$2.7 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
14,547
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,506
shares
|
$2.69 Million
0.27% of portfolio
|
Q2 2025
Added 67.14%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
14,482
shares
|
$2.69 Million
0.08% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
14,450
shares
|
$2.68 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
14,200
shares
|
$2.64 Million
0.72% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
14,124
shares
|
$2.62 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
14,100
shares
|
$2.62 Million
0.52% of portfolio
|
Q2 2025
Added 157.91%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
14,050
shares
|
$2.61 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
13,972
shares
|
$2.59 Million
0.33% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
13,785
shares
|
$2.56 Million
0.41% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
13,780
shares
|
$2.56 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
|
$2.55 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
13,729
shares
|
$2.55 Million
0.98% of portfolio
|
Q2 2025
Added 2.59%
|