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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
6,854
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
6,850
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,837
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,835
shares
|
$1.27 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,748
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Added 311.21%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
6,718
shares
|
$1.25 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6,717
shares
|
$1.25 Million
3.12% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,701
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
6,698
shares
|
$1.24 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
6,679
shares
|
$1.24 Million
0.71% of portfolio
|
Q2 2025
Added 135.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
6,660
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
6,657
shares
|
$1.24 Million
0.79% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
6,609
shares
|
$1.23 Million
0.26% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,599
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,590
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
6,567
shares
|
$1.22 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
6,566
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
6,557
shares
|
$1.22 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
6,505
shares
|
$1.21 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,332
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
6,332
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,330
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
6,328
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,297
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
6,271
shares
|
$1.16 Million
1.11% of portfolio
|
Q2 2025
Reduced 7.07%
|