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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
6,506
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,462
shares
|
$1.14 Million
0.77% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
6,429
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,398
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
6,365
shares
|
$1.13 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,360
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,355
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 19.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,293
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
6,245
shares
|
$1.11 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,234
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
6,234
shares
|
$1.1 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
6,219
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
6,213
shares
|
$1.1 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,176
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
6,144
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,120
shares
|
$1.08 Million
0.71% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
6,103
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,067
shares
|
$1.07 Million
0.22% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
6,051
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.58%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
6,042
shares
|
$1.07 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,035
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
6,030
shares
|
$1.07 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
6,015
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$1.06 Million
0.88% of portfolio
|
Q1 2025
Added 0.23%
|