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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
5,485
shares
|
$1.02 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,394
shares
|
$1 Million
0.71% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,392
shares
|
$1 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
5,359
shares
|
$994,898
0.68% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
5,332
shares
|
$989,885
1.63% of portfolio
|
Q2 2025
Reduced 67.61%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,329
shares
|
$989,328
0.76% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,295
shares
|
$983,016
0.77% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
5,268
shares
|
$978,004
0.12% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,253
shares
|
$975,219
0.73% of portfolio
|
Q2 2025
Reduced 42.38%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,248
shares
|
$974,291
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,227
shares
|
$970,392
0.12% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
5,195
shares
|
$964,451
0.9% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
5,193
shares
|
$964,080
0.25% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
5,143
shares
|
$954,797
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,105
shares
|
$947,743
0.01% of portfolio
|
Q2 2025
Reduced 79.08%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
5,069
shares
|
$941,059
0.06% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
5,043
shares
|
$936,232
0.18% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
5,040
shares
|
$935,676
0.42% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
5,032
shares
|
$934,190
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$932,891
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
4,999
shares
|
$928,064
0.54% of portfolio
|
Q2 2025
Reduced 56.91%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
4,977
shares
|
$923,980
0.19% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
4,957
shares
|
$920,267
0.57% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,945
shares
|
$918,039
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,913
shares
|
$912,098
0.12% of portfolio
|
Q2 2025
Reduced 28.65%
|