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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
2,096
shares
|
$371,117
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
2,080
shares
|
$368,284
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,070
shares
|
$366,514
0.1% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$365,983
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
2,065
shares
|
$365,628
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$365,097
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,057
shares
|
$364,212
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
2,050
shares
|
$362,973
0.0% of portfolio
|
Q1 2025
Added 68.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
2,041
shares
|
$361,379
0.03% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,029
shares
|
$359,254
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,012
shares
|
$356,244
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,996
shares
|
$353,411
0.28% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
1,995
shares
|
$353,234
0.09% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,994
shares
|
$353,057
0.16% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
1,975
shares
|
$349,693
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$347,745
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,961
shares
|
$347,214
0.01% of portfolio
|
Q4 2024
Reduced 92.29%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,960
shares
|
$347,037
0.04% of portfolio
|
Q1 2025
Added 573.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,958
shares
|
$346,683
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$345,089
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
1,946
shares
|
$344,558
0.1% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,936
shares
|
$342,788
0.02% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
1,929
shares
|
$341,548
0.1% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
1,920
shares
|
$339,955
0.11% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,920
shares
|
$339,955
0.1% of portfolio
|
Q1 2025
Reduced 1.84%
|