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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
3,358
shares
|
$623,412
0.06% of portfolio
|
Q1 2024
Added 134.5%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,345
shares
|
$620,999
0.05% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
3,329
shares
|
$618,028
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,297
shares
|
$612,088
0.06% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,275
shares
|
$608,003
0.39% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,246
shares
|
$602,619
0.43% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,243
shares
|
$602,062
0.06% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,209
shares
|
$595,750
0.23% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
3,205
shares
|
$595,008
0.34% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,190
shares
|
$592,223
0.55% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
3,176
shares
|
$589,624
0.17% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$585,725
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,130
shares
|
$581,084
0.04% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,114
shares
|
$578,114
0.27% of portfolio
|
Q2 2025
Reduced 33.36%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,106
shares
|
$576,628
0.04% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,103
shares
|
$576,071
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,100
shares
|
$575,515
0.05% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,097
shares
|
$574,958
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,096
shares
|
$574,772
0.01% of portfolio
|
Q2 2025
Added 51.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,092
shares
|
$574,029
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,086
shares
|
$572,915
0.26% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$572,358
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,081
shares
|
$571,987
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,079
shares
|
$571,616
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$571,059
0.13% of portfolio
|
Q2 2024
Reduced 2.29%
|