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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,997
shares
|
$884,768
0.01% of portfolio
|
Q1 2025
Reduced 43.73%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,994
shares
|
$884,237
0.75% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,977
shares
|
$881,227
0.19% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
4,918
shares
|
$870,781
0.85% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
4,908
shares
|
$869,010
0.26% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,889
shares
|
$865,646
0.4% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
4,818
shares
|
$853,075
0.09% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,815
shares
|
$852,543
0.03% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$851,658
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,793
shares
|
$848,648
0.0% of portfolio
|
Q1 2025
Added 75.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
4,792
shares
|
$848,471
0.15% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,786
shares
|
$847,409
0.14% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,785
shares
|
$847,232
0.82% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,745
shares
|
$840,149
0.15% of portfolio
|
Q1 2025
Added 59.5%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
4,729
shares
|
$837,316
0.66% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,726
shares
|
$836,785
0.18% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,698
shares
|
$831,827
0.14% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$828,286
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,673
shares
|
$827,401
0.4% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,644
shares
|
$822,266
1.1% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,611
shares
|
$816,423
0.15% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,611
shares
|
$816,423
0.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,609
shares
|
$816,069
0.27% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
4,557
shares
|
$806,862
0.53% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,547
shares
|
$805,091
0.05% of portfolio
|
Q1 2025
Added 31.19%
|