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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,911
shares
|
$338,361
0.01% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,904
shares
|
$337,122
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
1,896
shares
|
$335,705
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,886
shares
|
$333,935
0.06% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,883
shares
|
$333,403
0.1% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$333,403
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
1,883
shares
|
$333,403
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,871
shares
|
$331,279
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
1,871
shares
|
$331,279
0.01% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,869
shares
|
$330,925
0.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
1,867
shares
|
$330,571
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,867
shares
|
$330,571
0.11% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,853
shares
|
$328,092
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,850
shares
|
$327,561
0.15% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
1,847
shares
|
$327,029
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
1,826
shares
|
$323,311
0.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,823
shares
|
$322,780
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,821
shares
|
$322,426
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$322,072
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
1,817
shares
|
$321,718
0.12% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,816
shares
|
$321,540
0.01% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
1,813
shares
|
$321,009
0.03% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,804
shares
|
$319,416
0.41% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,804
shares
|
$319,416
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
1,800
shares
|
$318,708
0.09% of portfolio
|
Q4 2024
New holding
|