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 |
|---|---|---|---|---|---|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
3,368
shares
|
$596,338
0.26% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,358
shares
|
$594,567
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,329
shares
|
$589,432
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,310
shares
|
$586,068
0.1% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
3,213
shares
|
$568,893
0.85% of portfolio
|
Q1 2025
Added 132.32%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
3,212
shares
|
$568,716
0.03% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,205
shares
|
$567,477
0.22% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
3,156
shares
|
$558,801
0.05% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$558,624
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,152
shares
|
$558,093
0.18% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,148
shares
|
$557,384
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
3,132
shares
|
$554,551
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,130
shares
|
$554,197
0.02% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
3,122
shares
|
$552,781
0.08% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,118
shares
|
$552,073
0.15% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,110
shares
|
$550,656
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,103
shares
|
$549,417
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,100
shares
|
$548,886
0.05% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,092
shares
|
$547,469
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$545,875
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,081
shares
|
$545,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$544,636
0.13% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
3,076
shares
|
$544,636
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$541,095
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,053
shares
|
$540,564
0.12% of portfolio
|
Q1 2025
Added 88.46%
|