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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,252
shares
|
$398,739
0.12% of portfolio
|
Q1 2025
Reduced 37.31%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
2,251
shares
|
$398,562
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,244
shares
|
$397,322
0.16% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
2,231
shares
|
$395,020
0.31% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,222
shares
|
$393,427
0.08% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
2,218
shares
|
$392,719
0.28% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
2,204
shares
|
$390,240
0.19% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
2,203
shares
|
$390,063
0.3% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,198
shares
|
$389,177
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
2,196
shares
|
$388,823
0.11% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
2,195
shares
|
$388,646
0.08% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
2,192
shares
|
$388,115
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,179
shares
|
$385,813
0.03% of portfolio
|
Q1 2025
Added 47.73%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,176
shares
|
$385,282
0.18% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
2,171
shares
|
$384,397
0.15% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
2,169
shares
|
$384,043
0.02% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$382,449
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
2,156
shares
|
$381,741
0.03% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,151
shares
|
$380,856
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,145
shares
|
$379,793
0.01% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,145
shares
|
$379,793
0.16% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,117
shares
|
$374,836
0.03% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,114
shares
|
$374,304
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,113
shares
|
$374,127
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,103
shares
|
$372,357
0.02% of portfolio
|
Q1 2025
Added 8.46%
|