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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,630
shares
|
$288,607
0.01% of portfolio
|
Q4 2024
Added 82.53%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
1,630
shares
|
$288,607
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$288,253
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,621
shares
|
$287,014
0.1% of portfolio
|
Q1 2025
Reduced 73.76%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,614
shares
|
$285,774
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,613
shares
|
$285,597
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
1,612
shares
|
$285,420
0.2% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,611
shares
|
$285,243
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,604
shares
|
$284,004
0.06% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,597
shares
|
$282,764
0.12% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,596
shares
|
$282,587
0.06% of portfolio
|
Q1 2025
Reduced 35.57%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,588
shares
|
$281,171
0.04% of portfolio
|
Q1 2025
Added 23.39%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
1,581
shares
|
$279,931
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,572
shares
|
$278,338
0.1% of portfolio
|
Q3 2024
Added 258.09%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
1,570
shares
|
$277,984
0.02% of portfolio
|
Q1 2025
Reduced 93.26%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,558
shares
|
$275,859
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
1,551
shares
|
$274,620
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,545
shares
|
$273,557
0.1% of portfolio
|
Q1 2025
Reduced 53.1%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
1,542
shares
|
$273,026
0.16% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,540
shares
|
$272,672
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,540
shares
|
$272,672
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,532
shares
|
$271,255
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
1,529
shares
|
$270,724
0.22% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,528
shares
|
$270,547
0.18% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
1,506
shares
|
$266,652
0.06% of portfolio
|
Q1 2025
Reduced 4.5%
|