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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
666,512
shares
|
$118 Million
1.38% of portfolio
|
Q1 2025
Added 40.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
643,600
shares
|
$114 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
634,627
shares
|
$112 Million
0.94% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
630,590
shares
|
$112 Million
0.36% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
625,172
shares
|
$111 Million
6.05% of portfolio
|
Q4 2023
Added 5.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
612,472
shares
|
$108 Million
0.3% of portfolio
|
Q2 2023
Added 22.36%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
601,000
shares
|
$106 Million
0.24% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
597,111
shares
|
$106 Million
4.84% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
593,865
shares
|
$105 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
585,994
shares
|
$104 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
558,227
shares
|
$98.8 Million
7.15% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
545,008
shares
|
$96.5 Million
0.76% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
544,691
shares
|
$96.4 Million
5.16% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
541,903
shares
|
$95.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
535,221
shares
|
$94.8 Million
3.51% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
531,792
shares
|
$94.2 Million
1.51% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
531,434
shares
|
$94.1 Million
7.94% of portfolio
|
Q1 2025
Added 33.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
521,293
shares
|
$92.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
521,076
shares
|
$92.3 Million
1.49% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
518,635
shares
|
$91.8 Million
0.5% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
513,504
shares
|
$90.9 Million
0.15% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
512,286
shares
|
$90.7 Million
1.34% of portfolio
|
Q1 2025
Added 161.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,670
shares
|
$90.2 Million
0.19% of portfolio
|
Q3 2023
Added 8.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
505,727
shares
|
$89.5 Million
1.37% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
503,325
shares
|
$89.1 Million
1.09% of portfolio
|
Q1 2025
Added 2.68%
|