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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,034
shares
|
$714,260
0.0% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,032
shares
|
$713,905
0.02% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
4,009
shares
|
$709,833
0.34% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
4,008
shares
|
$709,656
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
3,925
shares
|
$694,960
0.0% of portfolio
|
Q1 2025
Reduced 91.56%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,925
shares
|
$694,960
0.48% of portfolio
|
Q1 2025
Reduced 65.09%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
3,920
shares
|
$694,075
0.41% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
3,903
shares
|
$691,065
0.05% of portfolio
|
Q1 2025
Added 201.86%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,858
shares
|
$683,097
0.65% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
3,844
shares
|
$680,618
0.32% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
3,843
shares
|
$680,441
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,841
shares
|
$680,087
0.01% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,841
shares
|
$680,087
0.16% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,839
shares
|
$679,733
0.31% of portfolio
|
Q1 2023
Reduced 26.74%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,793
shares
|
$671,588
0.0% of portfolio
|
Q1 2025
Added 40.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,789
shares
|
$670,880
0.06% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,760
shares
|
$665,745
0.0% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
3,757
shares
|
$665,214
0.35% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,711
shares
|
$657,069
0.03% of portfolio
|
Q1 2025
Added 93.48%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,695
shares
|
$654,236
0.39% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
3,687
shares
|
$652,820
0.07% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
3,682
shares
|
$651,934
0.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,667
shares
|
$649,279
0.05% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,654
shares
|
$646,977
0.1% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,651
shares
|
$646,446
0.04% of portfolio
|
Q1 2025
Reduced 52.91%
|