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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,632
shares
|
$643,081
0.08% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,632
shares
|
$643,081
0.22% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,630
shares
|
$642,727
0.0% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,628
shares
|
$642,373
0.04% of portfolio
|
Q1 2025
Reduced 96.55%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,622
shares
|
$641,311
0.04% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
3,620
shares
|
$640,957
0.07% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,616
shares
|
$640,248
0.06% of portfolio
|
Q2 2023
Reduced 24.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,606
shares
|
$638,478
0.03% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,590
shares
|
$635,645
0.35% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,582
shares
|
$634,228
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,565
shares
|
$631,218
0.24% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
3,557
shares
|
$629,802
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,554
shares
|
$629,271
0.08% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
3,541
shares
|
$626,969
0.26% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,527
shares
|
$624,490
0.02% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$624,136
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
3,477
shares
|
$615,637
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
3,470
shares
|
$614,398
0.03% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
3,465
shares
|
$613,512
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,463
shares
|
$613,158
0.08% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,427
shares
|
$606,784
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$604,659
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,400
shares
|
$602,004
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
3,394
shares
|
$600,941
0.06% of portfolio
|
Q1 2025
Reduced 6.58%
|