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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
4,912
shares
|
$911,912
0.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,875
shares
|
$905,043
0.38% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
4,820
shares
|
$894,833
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,815
shares
|
$893,904
0.03% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$892,976
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
4,774
shares
|
$886,293
0.11% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
4,770
shares
|
$885,550
0.87% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,750
shares
|
$881,837
0.0% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,738
shares
|
$879,609
0.02% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,735
shares
|
$879,052
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,726
shares
|
$877,381
0.18% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,698
shares
|
$872,183
0.14% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$868,470
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
4,648
shares
|
$862,901
0.32% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
4,640
shares
|
$861,416
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$860,487
1.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$855,103
0.16% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,598
shares
|
$853,618
0.25% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,565
shares
|
$847,492
0.12% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,548
shares
|
$844,336
0.0% of portfolio
|
Q2 2025
Added 82.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,515
shares
|
$838,209
0.01% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
4,497
shares
|
$834,868
1.25% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$826,142
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
4,437
shares
|
$823,729
0.0% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
4,434
shares
|
$823,172
0.66% of portfolio
|
Q4 2024
New holding
|