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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,904
shares
|
$353,477
0.01% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
1,903
shares
|
$353,291
0.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
1,898
shares
|
$352,363
0.07% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$349,578
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
1,873
shares
|
$347,722
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,872
shares
|
$347,536
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,870
shares
|
$347,165
0.02% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,867
shares
|
$346,608
0.12% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,864
shares
|
$346,051
0.04% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
1,844
shares
|
$342,338
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,839
shares
|
$341,410
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,826
shares
|
$338,996
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,819
shares
|
$337,697
0.42% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$337,697
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,819
shares
|
$337,697
0.21% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
1,818
shares
|
$337,511
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,813
shares
|
$336,583
0.03% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,812
shares
|
$336,397
0.21% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,804
shares
|
$334,912
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$334,170
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$334,170
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
1,796
shares
|
$333,427
0.18% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,795
shares
|
$333,241
0.02% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
1,788
shares
|
$331,942
0.04% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
1,781
shares
|
$330,642
0.1% of portfolio
|
Q2 2025
Added 1.14%
|