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 |
---|---|---|---|---|---|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
6,014
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 4.76%
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5,960
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
5,957
shares
|
$1.11 Million
0.82% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,858
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Added 3.61%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,832
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Added 3.99%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,832
shares
|
$1.08 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,831
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
5,780
shares
|
$1.07 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
5,711
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,699
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 39.17%
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,686
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,673
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
Added 100.6%
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
5,660
shares
|
$1.05 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,648
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 38.57%
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,647
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,644
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2025
Added 37.32%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
5,629
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.36%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,599
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,543
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Added 2.08%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,508
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
5,508
shares
|
$1.02 Million
0.76% of portfolio
|
Q2 2025
Added 16.47%
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,500
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 1203.32%
|