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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,439
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Added 54.18%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
14,431
shares
|
$2.56 Million
1.11% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
14,417
shares
|
$2.55 Million
2.22% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
14,392
shares
|
$2.55 Million
0.2% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
14,288
shares
|
$2.53 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,151
shares
|
$2.51 Million
0.1% of portfolio
|
Q1 2025
Added 73.4%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
14,050
shares
|
$2.49 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
13,951
shares
|
$2.47 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
13,906
shares
|
$2.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 85.63%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
13,892
shares
|
$2.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
13,890
shares
|
$2.46 Million
1.5% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,859
shares
|
$2.45 Million
0.5% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
13,772
shares
|
$2.44 Million
0.61% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
13,641
shares
|
$2.42 Million
0.7% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
13,602
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
13,569
shares
|
$2.4 Million
1.49% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
13,460
shares
|
$2.38 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,427
shares
|
$2.38 Million
0.5% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
13,424
shares
|
$2.38 Million
0.33% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
13,382
shares
|
$2.37 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
13,315
shares
|
$2.36 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
13,292
shares
|
$2.35 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
13,232
shares
|
$2.34 Million
0.74% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
13,128
shares
|
$2.32 Million
0.85% of portfolio
|
Q1 2025
Reduced 20.66%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
13,127
shares
|
$2.32 Million
0.08% of portfolio
|
Q1 2025
Added 2.39%
|