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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
8,742
shares
|
$1.62 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,701
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
8,686
shares
|
$1.61 Million
0.44% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,652
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
8,614
shares
|
$1.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,593
shares
|
$1.6 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,580
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
8,560
shares
|
$1.59 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,557
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,531
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 42.52%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
8,459
shares
|
$1.57 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
8,427
shares
|
$1.56 Million
0.57% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
8,404
shares
|
$1.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,390
shares
|
$1.56 Million
0.47% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
8,376
shares
|
$1.56 Million
0.38% of portfolio
|
Q2 2025
Added 396.5%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,371
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,363
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 87.07%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,338
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,318
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
8,291
shares
|
$1.54 Million
1.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,276
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,207
shares
|
$1.52 Million
0.53% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,192
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2025
Added 116.2%
|