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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
4,520
shares
|
$800,311
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$787,917
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,434
shares
|
$785,084
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
4,420
shares
|
$782,605
0.32% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
4,407
shares
|
$780,303
0.61% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,341
shares
|
$768,617
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$765,076
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
4,265
shares
|
$755,160
0.82% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
4,231
shares
|
$749,140
0.31% of portfolio
|
Q1 2025
Added 44.65%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
4,222
shares
|
$747,547
0.2% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,210
shares
|
$745,422
0.33% of portfolio
|
Q1 2025
Added 74.69%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
4,193
shares
|
$742,412
0.55% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
4,192
shares
|
$742,235
0.04% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$738,694
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,151
shares
|
$734,976
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
4,137
shares
|
$732,497
0.44% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
4,119
shares
|
$729,310
0.13% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
4,110
shares
|
$727,716
0.17% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
4,095
shares
|
$725,060
0.02% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,095
shares
|
$725,060
0.14% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,088
shares
|
$723,821
0.04% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,083
shares
|
$722,935
0.24% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,076
shares
|
$721,696
0.05% of portfolio
|
Q1 2025
Reduced 46.73%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,055
shares
|
$717,978
0.09% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
4,043
shares
|
$715,853
0.03% of portfolio
|
Q4 2024
Added 29.25%
|