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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,234
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
6,234
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
6,227
shares
|
$1.16 Million
0.48% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,216
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
6,214
shares
|
$1.15 Million
0.25% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
6,213
shares
|
$1.15 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,142
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
6,142
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,132
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
6,100
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
6,082
shares
|
$1.13 Million
0.8% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,080
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
6,078
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,077
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
6,076
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
6,051
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.58%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
6,051
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
6,049
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,046
shares
|
$1.12 Million
0.34% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$1.12 Million
0.87% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
6,034
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
6,029
shares
|
$1.12 Million
0.83% of portfolio
|
Q2 2025
Added 50.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,020
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
6,019
shares
|
$1.12 Million
0.84% of portfolio
|
Q2 2025
Added 0.32%
|