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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
5,583
shares
|
$988,525
0.13% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
5,540
shares
|
$980,912
0.13% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
5,530
shares
|
$979,141
1.1% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
5,467
shares
|
$967,987
0.2% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,448
shares
|
$964,622
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
5,430
shares
|
$961,435
0.47% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,428
shares
|
$961,081
0.02% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,401
shares
|
$956,301
0.34% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,394
shares
|
$955,061
0.71% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,391
shares
|
$954,530
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,321
shares
|
$942,136
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
5,314
shares
|
$940,896
1.03% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,292
shares
|
$937,001
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
5,188
shares
|
$918,587
0.25% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,183
shares
|
$917,701
0.07% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
5,170
shares
|
$915,400
0.19% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,148
shares
|
$911,504
0.0% of portfolio
|
Q1 2025
Reduced 84.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,143
shares
|
$910,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
5,130
shares
|
$908,317
0.18% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,129
shares
|
$908,140
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,089
shares
|
$901,058
0.13% of portfolio
|
Q1 2025
Reduced 88.11%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,087
shares
|
$900,704
0.03% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
5,069
shares
|
$897,517
0.06% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
5,026
shares
|
$889,903
0.0% of portfolio
|
Q1 2025
Added 158.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$889,726
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|