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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,050
shares
|
$540,033
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
3,041
shares
|
$538,439
0.13% of portfolio
|
Q1 2025
Reduced 44.06%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
3,036
shares
|
$537,554
0.14% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,031
shares
|
$536,668
0.14% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,014
shares
|
$533,658
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$531,180
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
2,995
shares
|
$530,294
0.49% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,993
shares
|
$529,940
0.12% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,982
shares
|
$527,992
0.07% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,975
shares
|
$526,753
0.04% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
2,973
shares
|
$526,399
0.12% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
2,968
shares
|
$525,514
0.02% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,957
shares
|
$523,566
0.1% of portfolio
|
Q1 2025
Added 84.01%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
2,951
shares
|
$522,504
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
2,942
shares
|
$520,910
0.01% of portfolio
|
Q3 2024
Added 36.46%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
2,935
shares
|
$519,671
0.57% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$519,494
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,928
shares
|
$518,431
0.35% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
2,917
shares
|
$516,484
0.18% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,915
shares
|
$516,129
0.46% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
2,901
shares
|
$513,651
0.25% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
2,880
shares
|
$509,932
0.33% of portfolio
|
Q1 2025
Reduced 23.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,870
shares
|
$508,162
0.25% of portfolio
|
Q4 2024
Added 197.72%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,851
shares
|
$504,798
0.01% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,848
shares
|
$504,266
0.01% of portfolio
|
Q4 2023
Added 0.14%
|