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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
13,012
shares
|
$2.3 Million
0.52% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,000
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
12,817
shares
|
$2.27 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,793
shares
|
$2.27 Million
0.35% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
12,782
shares
|
$2.26 Million
1.39% of portfolio
|
Q1 2025
Reduced 27.58%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
12,732
shares
|
$2.25 Million
0.44% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
12,692
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
12,615
shares
|
$2.23 Million
1.85% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,476
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2025
Added 60.07%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
12,436
shares
|
$2.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
12,416
shares
|
$2.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
12,406
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,379
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Added 53.09%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
12,320
shares
|
$2.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 42.26%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
12,314
shares
|
$2.18 Million
0.63% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
12,213
shares
|
$2.16 Million
3.11% of portfolio
|
Q3 2022
Reduced 4.39%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
12,206
shares
|
$2.16 Million
1.17% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
12,191
shares
|
$2.16 Million
1.52% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
12,178
shares
|
$2.16 Million
0.21% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
12,155
shares
|
$2.15 Million
0.91% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
12,155
shares
|
$2.15 Million
0.32% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12,133
shares
|
$2.15 Million
0.35% of portfolio
|
Q2 2023
Added 47.01%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
12,033
shares
|
$2.13 Million
0.96% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
12,031
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
Added 1.85%
|