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 |
|---|---|---|---|---|---|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,504
shares
|
$266,298
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
1,502
shares
|
$265,944
0.26% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
1,500
shares
|
$265,590
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
1,496
shares
|
$264,881
0.03% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
1,495
shares
|
$264,704
0.17% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,493
shares
|
$264,350
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,492
shares
|
$264,173
0.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
1,490
shares
|
$263,819
0.02% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,485
shares
|
$262,934
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
1,474
shares
|
$260,986
0.09% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,471
shares
|
$260,455
0.02% of portfolio
|
Q3 2024
Added 134.61%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
1,470
shares
|
$260,278
0.02% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,463
shares
|
$259,038
0.23% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,462
shares
|
$258,861
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
1,462
shares
|
$258,861
0.17% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,460
shares
|
$258,507
0.04% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
1,452
shares
|
$257,091
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,451
shares
|
$256,914
0.02% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,448
shares
|
$256,382
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,445
shares
|
$255,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,443
shares
|
$255,497
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
1,441
shares
|
$255,143
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
1,426
shares
|
$252,487
0.13% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,425
shares
|
$252,310
0.05% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
1,421
shares
|
$251,602
0.12% of portfolio
|
Q1 2025
New holding
|