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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
8,722
shares
|
$1.54 Million
0.46% of portfolio
|
Q1 2025
Added 75.25%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
8,679
shares
|
$1.54 Million
0.16% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
8,670
shares
|
$1.54 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
8,663
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
8,634
shares
|
$1.53 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,585
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
8,534
shares
|
$1.51 Million
0.77% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
8,464
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
8,412
shares
|
$1.49 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,352
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
8,335
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,276
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,256
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
8,232
shares
|
$1.46 Million
0.63% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
8,147
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,140
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,130
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
8,130
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
8,086
shares
|
$1.43 Million
0.9% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
8,061
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
8,034
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
8,024
shares
|
$1.42 Million
1.2% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
8,023
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 9.56%
|