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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,114
shares
|
$392,464
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
2,113
shares
|
$392,278
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
2,106
shares
|
$390,978
0.05% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,101
shares
|
$390,050
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
2,095
shares
|
$388,936
0.03% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$383,738
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
2,067
shares
|
$383,738
0.04% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$382,810
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,057
shares
|
$381,882
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,044
shares
|
$379,468
0.01% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,029
shares
|
$376,683
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,018
shares
|
$374,641
0.02% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,011
shares
|
$373,342
0.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,011
shares
|
$373,342
0.11% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
2,003
shares
|
$371,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,994
shares
|
$370,186
0.16% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,975
shares
|
$366,658
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$364,616
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
1,964
shares
|
$364,616
0.29% of portfolio
|
Q2 2025
Reduced 86.38%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,960
shares
|
$363,874
0.04% of portfolio
|
Q1 2025
Added 573.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,958
shares
|
$363,502
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$361,831
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,920
shares
|
$356,448
0.11% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,920
shares
|
$356,448
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,911
shares
|
$354,777
0.01% of portfolio
|
Q1 2025
Added 1.76%
|