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 |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
2,425
shares
|
$429,370
0.02% of portfolio
|
Q1 2025
Reduced 95.08%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,422
shares
|
$428,839
0.04% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
2,417
shares
|
$427,954
0.33% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,405
shares
|
$425,829
0.07% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
2,401
shares
|
$425,121
0.05% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
2,400
shares
|
$424,944
0.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,393
shares
|
$423,704
0.22% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,386
shares
|
$422,465
0.01% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
2,380
shares
|
$421,402
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,367
shares
|
$419,101
0.06% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,360
shares
|
$417,861
0.04% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,355
shares
|
$416,976
0.03% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
2,350
shares
|
$416,091
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,349
shares
|
$415,913
0.04% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
2,346
shares
|
$415,382
0.35% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,333
shares
|
$413,080
0.07% of portfolio
|
Q1 2025
Added 24.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
2,307
shares
|
$408,477
0.36% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,304
shares
|
$407,946
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,293
shares
|
$405,998
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,291
shares
|
$405,644
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,285
shares
|
$404,582
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,284
shares
|
$404,405
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,270
shares
|
$401,926
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
2,256
shares
|
$399,447
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
2,253
shares
|
$398,916
0.21% of portfolio
|
Q1 2025
New holding
|