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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,198
shares
|
$212,117
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
1,193
shares
|
$211,232
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
1,191
shares
|
$210,878
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,180
shares
|
$208,930
0.02% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
1,179
shares
|
$208,753
0.02% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
1,178
shares
|
$208,576
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,178
shares
|
$208,576
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
1,171
shares
|
$207,337
0.02% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,147
shares
|
$203,087
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,143
shares
|
$202,379
0.0% of portfolio
|
Q2 2022
Added 204.8%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,139
shares
|
$201,671
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,105
shares
|
$195,651
0.04% of portfolio
|
Q1 2025
Added 109.28%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,085
shares
|
$192,110
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,071
shares
|
$189,631
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,064
shares
|
$188,391
0.04% of portfolio
|
Q1 2025
Added 79.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,057
shares
|
$187,152
0.01% of portfolio
|
Q3 2024
Added 202.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,051
shares
|
$186,090
0.19% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,016
shares
|
$179,892
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,009
shares
|
$178,653
0.04% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$177,060
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$177,060
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
985
shares
|
$174,404
0.04% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
968
shares
|
$171,394
0.01% of portfolio
|
Q1 2024
Reduced 16.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
948
shares
|
$167,852
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
924
shares
|
$163,603
0.08% of portfolio
|
Q1 2025
New holding
|