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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$318,708
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
1,788
shares
|
$316,583
0.02% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,778
shares
|
$314,812
0.0% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,774
shares
|
$314,104
0.08% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,773
shares
|
$313,927
0.0% of portfolio
|
Q1 2025
Added 298.43%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,773
shares
|
$313,927
0.23% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,763
shares
|
$312,156
0.18% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
1,761
shares
|
$311,802
0.1% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
1,735
shares
|
$307,199
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,727
shares
|
$305,782
0.06% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,710
shares
|
$302,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,703
shares
|
$301,533
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
1,702
shares
|
$301,356
0.16% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,702
shares
|
$301,356
0.21% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$299,231
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,688
shares
|
$298,877
0.01% of portfolio
|
Q1 2025
Added 148.24%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,688
shares
|
$298,877
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
1,687
shares
|
$298,700
0.08% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,683
shares
|
$297,991
0.15% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,683
shares
|
$297,991
0.1% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
1,673
shares
|
$296,221
0.13% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$293,565
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,658
shares
|
$293,565
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
1,641
shares
|
$290,555
0.04% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,638
shares
|
$290,024
0.02% of portfolio
|
Q1 2025
New holding
|