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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,616
shares
|
$671,310
0.06% of portfolio
|
Q2 2023
Reduced 24.16%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
3,614
shares
|
$670,939
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,594
shares
|
$667,226
0.39% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,587
shares
|
$665,926
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,582
shares
|
$664,998
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
3,569
shares
|
$662,584
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,566
shares
|
$662,027
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,565
shares
|
$661,842
0.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
3,565
shares
|
$661,842
0.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,543
shares
|
$657,757
0.04% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
3,541
shares
|
$657,386
0.25% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,536
shares
|
$656,458
0.25% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$654,416
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,477
shares
|
$645,505
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
3,465
shares
|
$643,277
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,433
shares
|
$637,336
0.26% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,428
shares
|
$636,408
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,427
shares
|
$636,222
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$633,994
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$633,994
0.53% of portfolio
|
Q2 2025
Added 84.89%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,400
shares
|
$631,210
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,388
shares
|
$628,982
0.14% of portfolio
|
Q2 2025
Added 101.31%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,383
shares
|
$628,053
0.05% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
3,377
shares
|
$626,940
0.04% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
3,362
shares
|
$624,155
0.1% of portfolio
|
Q2 2025
Added 1.57%
|