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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$591,484
0.13% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,067
shares
|
$589,753
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,063
shares
|
$588,984
0.12% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$587,638
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,050
shares
|
$586,484
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,034
shares
|
$583,407
0.09% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,028
shares
|
$582,254
0.08% of portfolio
|
Q2 2025
Added 90.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,014
shares
|
$579,562
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
3,012
shares
|
$579,177
0.02% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,006
shares
|
$578,023
0.02% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,003
shares
|
$577,446
0.47% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$576,870
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,995
shares
|
$575,908
0.2% of portfolio
|
Q2 2025
Reduced 58.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,985
shares
|
$573,985
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,968
shares
|
$570,716
0.02% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,967
shares
|
$570,524
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
2,957
shares
|
$568,601
0.1% of portfolio
|
Q1 2025
Added 84.01%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,945
shares
|
$566,294
0.03% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$564,178
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,934
shares
|
$564,178
0.19% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,928
shares
|
$563,025
0.41% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,923
shares
|
$562,063
0.06% of portfolio
|
Q3 2025
Added 11.56%
|