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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
487,446
shares
|
$93.7 Million
12.28% of portfolio
|
Q4 2023
Added 9.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
476,950
shares
|
$91.7 Million
0.76% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
474,242
shares
|
$91.2 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
473,831
shares
|
$91.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
470,283
shares
|
$90.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
464,670
shares
|
$89.4 Million
1.16% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$87.1 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
449,529
shares
|
$86.4 Million
1.37% of portfolio
|
Q2 2025
Added 5503.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
440,423
shares
|
$84.7 Million
4.67% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
435,845
shares
|
$83.8 Million
6.16% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
434,712
shares
|
$83.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
432,034
shares
|
$83.1 Million
1.37% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
429,606
shares
|
$82.6 Million
7.59% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
425,220
shares
|
$81.8 Million
1.18% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
416,648
shares
|
$80.1 Million
2.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$79.9 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
414,891
shares
|
$79.8 Million
0.1% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
412,892
shares
|
$79.4 Million
3.25% of portfolio
|
Q2 2025
Reduced 30.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
409,396
shares
|
$78.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Valence8 Us LP
Cambridge, MA |
Aug 07, 2025 Q2 2025 |
398,316
shares
|
$76.6 Million
30.65% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
393,038
shares
|
$75.6 Million
1.55% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
384,023
shares
|
$73.8 Million
1.27% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
358,984
shares
|
$69 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
356,152
shares
|
$68.5 Million
13.28% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
354,955
shares
|
$68.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.36%
|