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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,067
shares
|
$569,388
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,063
shares
|
$568,645
0.12% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$567,346
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,050
shares
|
$566,232
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,048
shares
|
$565,861
0.01% of portfolio
|
Q2 2025
Reduced 64.82%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
3,046
shares
|
$565,489
0.02% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
3,045
shares
|
$565,304
0.12% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,033
shares
|
$563,076
0.03% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,028
shares
|
$562,148
0.08% of portfolio
|
Q2 2025
Added 90.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
3,018
shares
|
$560,291
0.39% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,014
shares
|
$559,549
0.06% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
3,006
shares
|
$558,063
0.49% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,003
shares
|
$557,506
0.47% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$556,950
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,995
shares
|
$556,021
0.2% of portfolio
|
Q2 2025
Reduced 58.92%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
2,989
shares
|
$554,907
0.52% of portfolio
|
Q2 2025
Added 99.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,985
shares
|
$554,165
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,968
shares
|
$551,009
0.02% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,967
shares
|
$550,823
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,957
shares
|
$548,967
0.09% of portfolio
|
Q1 2025
Added 84.01%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,942
shares
|
$546,182
0.01% of portfolio
|
Q3 2024
Added 36.46%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$544,697
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,934
shares
|
$544,697
0.19% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,901
shares
|
$538,570
0.25% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
2,886
shares
|
$535,785
0.32% of portfolio
|
Q2 2025
Added 0.21%
|