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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
7,415
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
7,384
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
7,290
shares
|
$1.29 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
7,278
shares
|
$1.29 Million
1.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
7,131
shares
|
$1.26 Million
0.18% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,118
shares
|
$1.26 Million
0.62% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
6,991
shares
|
$1.24 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
6,955
shares
|
$1.23 Million
1.25% of portfolio
|
Q1 2025
Reduced 70.39%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
6,939
shares
|
$1.23 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,915
shares
|
$1.22 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
6,907
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,886
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
6,874
shares
|
$1.22 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
6,849
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
6,845
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
Reduced 85.44%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
6,828
shares
|
$1.21 Million
1.12% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,810
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2025
Added 29.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,771
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
6,748
shares
|
$1.19 Million
1.04% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,711
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,682
shares
|
$1.18 Million
1.04% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,566
shares
|
$1.16 Million
0.19% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,562
shares
|
$1.16 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
6,557
shares
|
$1.16 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
6,524
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
New holding
|