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 1,597 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 |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
1,416
shares
|
$250,716
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
1,407
shares
|
$249,123
0.06% of portfolio
|
Q1 2025
Reduced 82.26%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,395
shares
|
$246,998
0.01% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,384
shares
|
$245,051
0.03% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,375
shares
|
$243,457
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,374
shares
|
$243,280
0.02% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,371
shares
|
$242,749
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,365
shares
|
$241,686
0.05% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,364
shares
|
$241,509
0.11% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
1,361
shares
|
$240,978
0.02% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,356
shares
|
$240,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
1,353
shares
|
$239,562
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
1,342
shares
|
$237,614
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
1,340
shares
|
$237,260
0.07% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,316
shares
|
$233,010
0.05% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,316
shares
|
$233,010
0.01% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
1,313
shares
|
$232,479
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,311
shares
|
$232,125
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,309
shares
|
$231,771
0.03% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,309
shares
|
$231,771
0.03% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
1,305
shares
|
$231,063
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,305
shares
|
$231,063
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
1,302
shares
|
$230,532
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,295
shares
|
$229,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,291
shares
|
$228,584
0.06% of portfolio
|
Q1 2025
New holding
|