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 |
|---|---|---|---|---|---|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
8,152
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Added 293.82%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,140
shares
|
$1.51 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
8,136
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
8,121
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
8,093
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
8,075
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Added 395.4%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,066
shares
|
$1.5 Million
0.86% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
8,038
shares
|
$1.49 Million
1.19% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
8,034
shares
|
$1.49 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
|
$1.49 Million
1.2% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
7,997
shares
|
$1.48 Million
0.69% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,909
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
7,820
shares
|
$1.45 Million
1.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
7,819
shares
|
$1.45 Million
0.51% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
7,786
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Added 62.48%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
7,754
shares
|
$1.44 Million
0.84% of portfolio
|
Q2 2025
Added 26.7%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
7,745
shares
|
$1.44 Million
0.39% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,669
shares
|
$1.42 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,664
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,632
shares
|
$1.42 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,607
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 104.99%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,605
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2025
Reduced 82.79%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,582
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Added 1.38%
|