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 |
---|---|---|---|---|---|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
2,629
shares
|
$488,073
0.62% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,606
shares
|
$483,803
0.1% of portfolio
|
Q1 2025
Added 2.6%
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,600
shares
|
$482,690
0.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,597
shares
|
$482,133
0.02% of portfolio
|
Q2 2025
Added 6.13%
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,592
shares
|
$481,204
0.15% of portfolio
|
Q4 2023
New holding
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
2,592
shares
|
$481,204
0.15% of portfolio
|
Q2 2025
New holding
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$479,905
0.22% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,580
shares
|
$478,977
0.04% of portfolio
|
Q2 2024
Added 3.53%
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$478,605
0.03% of portfolio
|
Q2 2024
Added 111.14%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,570
shares
|
$477,120
0.06% of portfolio
|
Q2 2025
Reduced 65.8%
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,569
shares
|
$476,934
0.45% of portfolio
|
Q2 2025
New holding
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,561
shares
|
$475,449
0.08% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,553
shares
|
$473,964
0.02% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,552
shares
|
$473,778
0.03% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
2,548
shares
|
$473,036
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
2,532
shares
|
$470,065
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
2,518
shares
|
$467,466
0.35% of portfolio
|
Q2 2025
Added 1.7%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,503
shares
|
$464,681
0.2% of portfolio
|
Q2 2025
Added 15.03%
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
2,502
shares
|
$464,496
0.19% of portfolio
|
Q2 2025
New holding
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,490
shares
|
$462,268
0.04% of portfolio
|
Q2 2025
New holding
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,478
shares
|
$460,040
0.16% of portfolio
|
Q2 2025
Added 14.14%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
2,478
shares
|
$460,040
0.22% of portfolio
|
Q2 2025
Reduced 35.54%
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,475
shares
|
$459,483
0.01% of portfolio
|
Q2 2025
Added 8.36%
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
2,465
shares
|
$457,627
0.01% of portfolio
|
Q2 2025
Added 12.45%
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
2,461
shares
|
$456,884
0.06% of portfolio
|
Q2 2025
Added 2.5%
|