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 1,646 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
1,514
shares
|
$281,074
0.21% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,510
shares
|
$280,331
0.04% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,505
shares
|
$279,403
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,501
shares
|
$278,660
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
1,500
shares
|
$278,475
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,493
shares
|
$277,175
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
1,488
shares
|
$276,247
0.09% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,487
shares
|
$276,061
0.13% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,485
shares
|
$275,690
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,481
shares
|
$274,947
0.06% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
1,477
shares
|
$274,205
0.21% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,471
shares
|
$273,091
0.02% of portfolio
|
Q3 2024
Added 134.61%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,470
shares
|
$272,905
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
1,467
shares
|
$272,348
0.07% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,467
shares
|
$272,348
0.05% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,462
shares
|
$271,420
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,460
shares
|
$271,049
0.07% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,450
shares
|
$269,192
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,448
shares
|
$268,821
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,446
shares
|
$268,449
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,445
shares
|
$268,264
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,441
shares
|
$267,521
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,437
shares
|
$266,779
0.01% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
1,426
shares
|
$264,736
0.12% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
1,424
shares
|
$264,365
0.12% of portfolio
|
Q2 2025
Added 0.21%
|