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 |
|---|---|---|---|---|---|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
2,626
shares
|
$464,959
0.19% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,612
shares
|
$462,480
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,611
shares
|
$462,303
0.04% of portfolio
|
Q1 2025
Added 130450.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,606
shares
|
$461,418
0.1% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,600
shares
|
$460,356
0.04% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,598
shares
|
$460,001
0.27% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
2,594
shares
|
$459,293
0.15% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,592
shares
|
$458,939
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,580
shares
|
$456,814
0.05% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$456,460
0.03% of portfolio
|
Q2 2024
Added 111.14%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
2,561
shares
|
$453,450
0.01% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
2,557
shares
|
$452,742
0.24% of portfolio
|
Q1 2025
Reduced 62.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,552
shares
|
$451,857
0.03% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
2,542
shares
|
$450,086
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,508
shares
|
$444,066
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,487
shares
|
$440,348
0.0% of portfolio
|
Q1 2025
Reduced 39.67%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
2,487
shares
|
$440,348
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,476
shares
|
$438,400
0.38% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,475
shares
|
$438,223
0.17% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,471
shares
|
$437,515
0.15% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
2,465
shares
|
$436,452
0.08% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,460
shares
|
$435,567
0.17% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
2,451
shares
|
$433,974
0.06% of portfolio
|
Q1 2025
Reduced 98.1%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
2,447
shares
|
$433,265
0.02% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,426
shares
|
$429,547
0.05% of portfolio
|
Q4 2024
Added 1.59%
|