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 |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,566
shares
|
$2.52 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
|
$2.51 Million
1.42% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,427
shares
|
$2.49 Million
0.5% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
13,315
shares
|
$2.47 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
|
$2.47 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
13,214
shares
|
$2.45 Million
0.51% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
13,203
shares
|
$2.45 Million
1.06% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
13,191
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
13,135
shares
|
$2.44 Million
0.97% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
13,010
shares
|
$2.42 Million
0.4% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
12,936
shares
|
$2.4 Million
0.85% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,905
shares
|
$2.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
12,865
shares
|
$2.39 Million
0.95% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,793
shares
|
$2.38 Million
0.35% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.33 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
12,436
shares
|
$2.31 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
12,226
shares
|
$2.27 Million
0.98% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
12,215
shares
|
$2.27 Million
0.09% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
12,213
shares
|
$2.27 Million
3.11% of portfolio
|
Q3 2022
Reduced 4.39%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,207
shares
|
$2.27 Million
0.7% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
12,206
shares
|
$2.27 Million
1.14% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
12,197
shares
|
$2.26 Million
1.54% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
12,189
shares
|
$2.26 Million
3.53% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
12,178
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12,133
shares
|
$2.25 Million
0.35% of portfolio
|
Q2 2023
Added 47.01%
|