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 1,653 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,388
shares
|
$651,478
0.14% of portfolio
|
Q2 2025
Added 101.31%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
3,377
shares
|
$649,363
0.04% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
3,362
shares
|
$646,478
0.1% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
3,358
shares
|
$645,709
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,350
shares
|
$644,171
0.01% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,297
shares
|
$633,980
0.06% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
3,288
shares
|
$632,249
0.24% of portfolio
|
Q3 2025
Added 688.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,275
shares
|
$629,749
0.39% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
3,260
shares
|
$626,865
0.04% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,246
shares
|
$624,173
0.43% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,217
shares
|
$618,596
0.17% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,209
shares
|
$617,058
0.23% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,190
shares
|
$613,405
0.55% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
3,176
shares
|
$610,713
0.17% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$606,674
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
3,106
shares
|
$597,252
0.21% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,103
shares
|
$596,675
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,103
shares
|
$596,675
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,100
shares
|
$596,099
0.05% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,096
shares
|
$595,329
0.01% of portfolio
|
Q2 2025
Added 51.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,092
shares
|
$594,560
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,089
shares
|
$593,983
0.04% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$592,830
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,081
shares
|
$592,445
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,079
shares
|
$592,060
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|