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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,780
shares
|
$330,457
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,774
shares
|
$329,343
0.07% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,762
shares
|
$327,115
0.12% of portfolio
|
Q2 2025
Added 38.09%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
1,755
shares
|
$325,815
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,750
shares
|
$324,887
0.09% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
1,745
shares
|
$323,959
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
1,737
shares
|
$322,474
0.21% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
1,735
shares
|
$322,102
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
1,733
shares
|
$321,731
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,731
shares
|
$321,360
0.09% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,730
shares
|
$321,174
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
1,728
shares
|
$320,803
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,727
shares
|
$320,617
0.04% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,724
shares
|
$320,060
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,720
shares
|
$319,318
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
1,714
shares
|
$318,204
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,708
shares
|
$317,090
0.02% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,706
shares
|
$316,718
0.07% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
1,702
shares
|
$315,976
0.16% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,700
shares
|
$315,605
0.06% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$313,748
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,669
shares
|
$309,849
0.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$307,807
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,658
shares
|
$307,807
0.02% of portfolio
|
Q1 2025
Reduced 99.41%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,655
shares
|
$307,250
0.07% of portfolio
|
Q2 2025
Reduced 45.79%
|