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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
354,232
shares
|
$68.1 Million
15.69% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
346,964
shares
|
$66.7 Million
0.11% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
345,616
shares
|
$66.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
340,511
shares
|
$65.5 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
335,092
shares
|
$64.4 Million
11.44% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
325,622
shares
|
$62.6 Million
0.48% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
324,996
shares
|
$62.5 Million
0.75% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
320,864
shares
|
$61.7 Million
5.27% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
319,388
shares
|
$61.4 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
315,547
shares
|
$60.7 Million
1.39% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
313,506
shares
|
$60.3 Million
1.13% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
309,879
shares
|
$59.6 Million
1.5% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
309,414
shares
|
$59.5 Million
0.72% of portfolio
|
Q2 2025
Added 1191.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
288,439
shares
|
$55.5 Million
1.57% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
288,064
shares
|
$55.4 Million
6.81% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
287,563
shares
|
$55.3 Million
0.04% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
287,257
shares
|
$55.2 Million
0.92% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
284,039
shares
|
$54.6 Million
18.28% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
282,740
shares
|
$54.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
281,427
shares
|
$54.1 Million
4.23% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
277,605
shares
|
$53.4 Million
0.26% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
275,752
shares
|
$53 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
269,421
shares
|
$51.8 Million
0.99% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
268,012
shares
|
$51.5 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
267,059
shares
|
$51.4 Million
5.33% of portfolio
|
Q2 2025
Added 1.32%
|