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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
7,905
shares
|
$1.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,883
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
7,866
shares
|
$1.39 Million
0.87% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
7,858
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,842
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 82.41%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,822
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Added 62.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
7,790
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,785
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
7,755
shares
|
$1.37 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
7,746
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,744
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
7,740
shares
|
$1.37 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,613
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 128.48%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,605
shares
|
$1.35 Million
0.32% of portfolio
|
Q1 2025
Reduced 82.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
7,602
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
7,567
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,547
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,526
shares
|
$1.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,522
shares
|
$1.33 Million
0.49% of portfolio
|
Q1 2025
Added 55.7%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,515
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2024
Added 192.41%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,511
shares
|
$1.33 Million
1.13% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
7,502
shares
|
$1.33 Million
0.43% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,479
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
7,420
shares
|
$1.31 Million
0.92% of portfolio
|
Q1 2025
Reduced 50.46%
|