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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,119
shares
|
$2.25 Million
0.61% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
12,000
shares
|
$2.23 Million
0.58% of portfolio
|
Q2 2023
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
12,000
shares
|
$2.23 Million
1.62% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
11,929
shares
|
$2.21 Million
0.3% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
11,843
shares
|
$2.2 Million
4.19% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,741
shares
|
$2.18 Million
0.68% of portfolio
|
Q3 2023
Reduced 38.16%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
11,634
shares
|
$2.16 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,617
shares
|
$2.16 Million
0.78% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
11,579
shares
|
$2.15 Million
0.96% of portfolio
|
Q2 2025
Added 35.68%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
11,535
shares
|
$2.14 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
11,372
shares
|
$2.11 Million
0.17% of portfolio
|
Q2 2025
Added 45.38%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,315
shares
|
$2.1 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,299
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2022
Added 44.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,286
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2024
Added 29.46%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
11,245
shares
|
$2.09 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
11,215
shares
|
$2.08 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
11,185
shares
|
$2.08 Million
0.93% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
11,093
shares
|
$2.06 Million
1.45% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,074
shares
|
$2.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
11,000
shares
|
$2.04 Million
1.56% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
10,980
shares
|
$2.04 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
10,892
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
10,831
shares
|
$2.01 Million
1.47% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
10,696
shares
|
$1.99 Million
0.73% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,688
shares
|
$1.98 Million
0.11% of portfolio
|
Q2 2025
Added 4.47%
|