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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,702
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
9,638
shares
|
$1.79 Million
1.25% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
9,629
shares
|
$1.79 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
9,609
shares
|
$1.78 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
9,516
shares
|
$1.77 Million
0.4% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
9,475
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
9,464
shares
|
$1.76 Million
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
9,443
shares
|
$1.75 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
9,435
shares
|
$1.75 Million
1.57% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
9,431
shares
|
$1.75 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9,394
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 429.84%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
9,348
shares
|
$1.74 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,334
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,310
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
9,284
shares
|
$1.72 Million
1.37% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
9,265
shares
|
$1.72 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
9,261
shares
|
$1.72 Million
0.49% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,126
shares
|
$1.69 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
9,110
shares
|
$1.69 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
9,068
shares
|
$1.68 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
9,034
shares
|
$1.68 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
9,000
shares
|
$1.67 Million
0.26% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,931
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 47.99%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,908
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Added 6.87%
|