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 |
|---|---|---|---|---|---|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
2,841
shares
|
$503,027
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
2,833
shares
|
$501,610
0.64% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
2,831
shares
|
$501,256
0.1% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
2,828
shares
|
$500,725
0.08% of portfolio
|
Q1 2025
Added 70.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,806
shares
|
$496,830
0.04% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
2,796
shares
|
$495,059
0.08% of portfolio
|
Q1 2025
Added 49.04%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
2,789
shares
|
$493,820
0.18% of portfolio
|
Q1 2025
Reduced 57.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
2,788
shares
|
$493,643
0.19% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,782
shares
|
$492,580
0.02% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,780
shares
|
$492,226
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
2,768
shares
|
$490,102
0.23% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,763
shares
|
$489,216
0.21% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,758
shares
|
$488,331
0.25% of portfolio
|
Q1 2025
Reduced 66.39%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,752
shares
|
$487,269
0.04% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
2,703
shares
|
$478,593
0.15% of portfolio
|
Q1 2025
Added 75.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,685
shares
|
$475,406
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,672
shares
|
$473,104
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,671
shares
|
$472,927
0.02% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$469,563
0.04% of portfolio
|
Q3 2022
Added 39.44%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,642
shares
|
$467,792
0.03% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,640
shares
|
$467,438
0.08% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,640
shares
|
$467,438
0.05% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
2,636
shares
|
$466,730
0.02% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,636
shares
|
$466,730
0.25% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
2,634
shares
|
$466,376
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|