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 1,653 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,394
shares
|
$1.04 Million
0.71% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,392
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
5,388
shares
|
$1.04 Million
0.92% of portfolio
|
Q3 2025
Reduced 53.29%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
5,359
shares
|
$1.03 Million
0.68% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
5,268
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,258
shares
|
$1.01 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,253
shares
|
$1.01 Million
0.73% of portfolio
|
Q2 2025
Reduced 42.38%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
5,252
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,227
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
5,226
shares
|
$1 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
5,220
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
5,200
shares
|
$999,908
0.67% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
5,195
shares
|
$998,946
0.9% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
5,166
shares
|
$993,370
0.24% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
5,148
shares
|
$989,908
0.1% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
5,143
shares
|
$988,947
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,108
shares
|
$982,217
0.04% of portfolio
|
Q3 2025
Reduced 98.76%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,035
shares
|
$968,180
0.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$966,257
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
4,957
shares
|
$953,181
0.57% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,945
shares
|
$950,874
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,944
shares
|
$950,681
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
4,932
shares
|
$948,374
0.17% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
4,931
shares
|
$948,181
0.13% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
4,931
shares
|
$948,181
0.25% of portfolio
|
Q3 2025
Added 0.39%
|