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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,667
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
9,618
shares
|
$1.7 Million
1.38% of portfolio
|
Q1 2025
Added 30.68%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
9,609
shares
|
$1.7 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,585
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
9,553
shares
|
$1.69 Million
1.01% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
9,452
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
9,451
shares
|
$1.67 Million
1.49% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
9,443
shares
|
$1.67 Million
0.63% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
9,369
shares
|
$1.66 Million
1.54% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
9,360
shares
|
$1.66 Million
0.69% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,334
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,310
shares
|
$1.65 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
|
$1.64 Million
1.37% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
9,249
shares
|
$1.64 Million
1.25% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,204
shares
|
$1.63 Million
1.09% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
9,117
shares
|
$1.61 Million
1.22% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
9,097
shares
|
$1.61 Million
1.64% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,071
shares
|
$1.61 Million
0.37% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,039
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
9,028
shares
|
$1.6 Million
0.44% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
8,926
shares
|
$1.58 Million
0.28% of portfolio
|
Q1 2025
Added 35.34%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
8,907
shares
|
$1.58 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
8,880
shares
|
$1.57 Million
1.05% of portfolio
|
Q1 2025
Added 38.23%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
8,859
shares
|
$1.57 Million
1.55% of portfolio
|
Q1 2025
Reduced 11.18%
|