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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
5,995
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
5,984
shares
|
$1.06 Million
3.12% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,960
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
5,947
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,929
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,918
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,917
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Added 188.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,831
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,816
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 51.3%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,801
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
5,772
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5,764
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
5,741
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
5,739
shares
|
$1.02 Million
0.79% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
5,729
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
5,726
shares
|
$1.01 Million
0.84% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
5,713
shares
|
$1.01 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
5,654
shares
|
$1 Million
0.4% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,638
shares
|
$998,264
0.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
5,614
shares
|
$994,014
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,612
shares
|
$993,660
0.33% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$993,306
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,609
shares
|
$993,129
0.02% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,608
shares
|
$992,952
0.11% of portfolio
|
Q1 2025
Reduced 1.23%
|