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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
1,644
shares
|
$305,208
0.16% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,642
shares
|
$304,837
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,633
shares
|
$303,166
0.29% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$302,238
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,622
shares
|
$301,124
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,621
shares
|
$300,938
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,616
shares
|
$300,010
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,601
shares
|
$297,225
0.0% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
1,599
shares
|
$296,854
0.14% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,597
shares
|
$296,483
0.02% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,597
shares
|
$296,483
0.11% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,597
shares
|
$296,483
0.05% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,595
shares
|
$296,111
0.46% of portfolio
|
Q2 2025
Reduced 50.36%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,588
shares
|
$294,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
1,581
shares
|
$293,512
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
1,577
shares
|
$292,770
0.05% of portfolio
|
Q2 2025
Reduced 40.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,572
shares
|
$291,841
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,570
shares
|
$291,470
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
1,557
shares
|
$289,057
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,553
shares
|
$288,314
0.01% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,551
shares
|
$287,943
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,547
shares
|
$287,200
0.01% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,540
shares
|
$285,901
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,532
shares
|
$284,415
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,528
shares
|
$283,673
0.18% of portfolio
|
Q1 2025
Added 1.19%
|