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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,311
shares
|
$243,387
0.04% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,310
shares
|
$243,201
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,309
shares
|
$243,015
0.03% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
1,308
shares
|
$242,830
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
1,302
shares
|
$241,716
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,299
shares
|
$241,159
0.01% of portfolio
|
Q2 2025
Reduced 97.97%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,295
shares
|
$240,416
0.07% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,282
shares
|
$238,003
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,281
shares
|
$237,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,265
shares
|
$234,847
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$232,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,244
shares
|
$230,948
0.08% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,241
shares
|
$230,391
0.05% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,239
shares
|
$230,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
1,239
shares
|
$230,020
0.29% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
1,236
shares
|
$229,463
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,233
shares
|
$228,906
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,230
shares
|
$228,349
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$227,792
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,223
shares
|
$227,049
0.03% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,222
shares
|
$226,864
0.07% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
1,221
shares
|
$226,678
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
1,221
shares
|
$226,678
0.2% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,209
shares
|
$224,450
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,207
shares
|
$224,079
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|