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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
12,010
shares
|
$2.13 Million
0.07% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
12,000
shares
|
$2.12 Million
0.58% of portfolio
|
Q2 2023
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,984
shares
|
$2.12 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
11,983
shares
|
$2.12 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
11,978
shares
|
$2.12 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
11,843
shares
|
$2.1 Million
4.19% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
11,823
shares
|
$2.09 Million
0.21% of portfolio
|
Q1 2025
Added 137.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,808
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,745
shares
|
$2.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,741
shares
|
$2.08 Million
0.68% of portfolio
|
Q3 2023
Reduced 38.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,705
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Added 578.94%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
11,637
shares
|
$2.06 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
11,601
shares
|
$2.05 Million
1.15% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
11,550
shares
|
$2.05 Million
0.99% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
11,438
shares
|
$2.03 Million
1.56% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
11,427
shares
|
$2.02 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,378
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,315
shares
|
$2 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,299
shares
|
$2 Million
0.08% of portfolio
|
Q3 2022
Added 44.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,286
shares
|
$2 Million
0.02% of portfolio
|
Q2 2024
Added 29.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
11,101
shares
|
$1.97 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
10,867
shares
|
$1.92 Million
1.17% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
10,780
shares
|
$1.91 Million
1.65% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,676
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,675
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
Reduced 23.66%
|