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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10,636
shares
|
$1.88 Million
0.69% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
10,617
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
10,559
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
Added 78.69%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
10,529
shares
|
$1.86 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
10,526
shares
|
$1.86 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
10,522
shares
|
$1.86 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
10,470
shares
|
$1.85 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,466
shares
|
$1.85 Million
0.13% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
10,376
shares
|
$1.84 Million
0.82% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
10,361
shares
|
$1.83 Million
0.87% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
10,287
shares
|
$1.82 Million
1.2% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,269
shares
|
$1.82 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
10,249
shares
|
$1.81 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,231
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
10,214
shares
|
$1.81 Million
0.64% of portfolio
|
Q1 2025
Reduced 33.27%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,155
shares
|
$1.8 Million
1.69% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
10,148
shares
|
$1.8 Million
0.57% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
10,083
shares
|
$1.79 Million
0.13% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,080
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
9,943
shares
|
$1.76 Million
0.75% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
9,930
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
9,846
shares
|
$1.74 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
9,845
shares
|
$1.74 Million
1.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
9,802
shares
|
$1.74 Million
0.52% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
9,773
shares
|
$1.73 Million
0.81% of portfolio
|
Q4 2024
Added 0.01%
|