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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,460
shares
|
$456,699
0.17% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
2,447
shares
|
$454,285
0.06% of portfolio
|
Q1 2025
Reduced 43.63%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
2,446
shares
|
$454,099
0.36% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,441
shares
|
$453,171
0.21% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,438
shares
|
$452,614
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,434
shares
|
$451,872
0.13% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,427
shares
|
$450,572
0.04% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,426
shares
|
$450,386
0.05% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,418
shares
|
$448,901
0.04% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,417
shares
|
$448,716
0.28% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,414
shares
|
$448,159
0.24% of portfolio
|
Q2 2025
Added 56.55%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,393
shares
|
$444,260
0.22% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
2,389
shares
|
$443,517
0.13% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,386
shares
|
$442,960
0.03% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,377
shares
|
$441,290
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,375
shares
|
$440,918
0.13% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,360
shares
|
$438,134
0.04% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
2,357
shares
|
$437,577
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,355
shares
|
$437,205
0.03% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,347
shares
|
$435,720
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,346
shares
|
$435,534
0.07% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
2,309
shares
|
$428,665
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,307
shares
|
$428,294
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,304
shares
|
$427,737
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,293
shares
|
$425,695
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|