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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,662
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 83.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,631
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
10,617
shares
|
$1.97 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
10,527
shares
|
$1.95 Million
1.85% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,507
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,417
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,378
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,282
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
10,273
shares
|
$1.91 Million
0.64% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,155
shares
|
$1.89 Million
1.69% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,135
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
10,090
shares
|
$1.87 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
10,087
shares
|
$1.87 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
10,086
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
10,079
shares
|
$1.87 Million
1.52% of portfolio
|
Q2 2025
Reduced 74.73%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,026
shares
|
$1.86 Million
0.71% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
10,024
shares
|
$1.86 Million
0.42% of portfolio
|
Q2 2025
Added 69.07%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,021
shares
|
$1.86 Million
0.52% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,018
shares
|
$1.86 Million
0.62% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
9,938
shares
|
$1.84 Million
0.45% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,896
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
9,845
shares
|
$1.83 Million
1.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
9,822
shares
|
$1.82 Million
0.96% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
9,789
shares
|
$1.82 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.84%
|