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 |
|---|---|---|---|---|---|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
4,414
shares
|
$819,459
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,381
shares
|
$813,332
0.05% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,348
shares
|
$807,206
0.11% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,329
shares
|
$803,678
0.11% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$802,193
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,307
shares
|
$799,594
0.06% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
4,279
shares
|
$794,396
0.01% of portfolio
|
Q2 2025
Added 37.59%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
4,265
shares
|
$791,797
0.82% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,230
shares
|
$785,299
0.04% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
4,222
shares
|
$783,814
0.21% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
4,220
shares
|
$783,443
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,174
shares
|
$774,903
0.0% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$774,531
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,115
shares
|
$763,949
0.0% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,108
shares
|
$762,650
0.24% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,095
shares
|
$760,236
0.14% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,088
shares
|
$758,937
0.02% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,083
shares
|
$758,008
0.24% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
4,082
shares
|
$757,823
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,076
shares
|
$756,709
0.19% of portfolio
|
Q2 2025
Added 50.8%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
4,073
shares
|
$756,152
0.18% of portfolio
|
Q2 2025
Added 37.0%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,057
shares
|
$753,182
0.0% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,045
shares
|
$750,954
0.17% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,043
shares
|
$750,582
0.03% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,016
shares
|
$745,570
0.09% of portfolio
|
Q2 2025
Added 13.0%
|