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 |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,291
shares
|
$425,324
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
2,285
shares
|
$424,210
0.02% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
2,263
shares
|
$420,125
0.02% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$419,012
0.01% of portfolio
|
Q2 2025
Added 72.95%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,251
shares
|
$417,898
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,244
shares
|
$416,598
0.16% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,242
shares
|
$416,227
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,235
shares
|
$414,927
0.33% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,231
shares
|
$414,185
0.32% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,230
shares
|
$413,999
0.02% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,218
shares
|
$411,771
0.58% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
2,203
shares
|
$408,986
0.27% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
2,196
shares
|
$407,687
0.11% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,195
shares
|
$407,501
0.08% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,194
shares
|
$407,316
0.19% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,188
shares
|
$406,202
0.04% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,179
shares
|
$404,531
0.03% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
2,169
shares
|
$402,674
0.02% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$401,004
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,156
shares
|
$400,261
0.03% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,151
shares
|
$399,333
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
2,145
shares
|
$398,219
0.15% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,134
shares
|
$396,177
0.11% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,119
shares
|
$393,392
0.07% of portfolio
|
Q2 2025
Added 324.65%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
2,119
shares
|
$393,392
0.16% of portfolio
|
Q2 2025
Added 1.88%
|