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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$111,901
0.01% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
631
shares
|
$111,724
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
629
shares
|
$111,370
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
623
shares
|
$110,308
0.02% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
621
shares
|
$109,954
0.06% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
620
shares
|
$109,777
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
619
shares
|
$109,600
0.01% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
617
shares
|
$109,246
0.04% of portfolio
|
Q1 2025
Added 174.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
602
shares
|
$106,590
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
587
shares
|
$103,934
0.04% of portfolio
|
Q2 2022
Reduced 39.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
583
shares
|
$103,225
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
578
shares
|
$102,340
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
568
shares
|
$100,570
0.04% of portfolio
|
Q2 2024
Added 456.86%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
567
shares
|
$100,393
0.0% of portfolio
|
Q1 2025
Reduced 55.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
558
shares
|
$98,799
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
556
shares
|
$98,445
0.06% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
551
shares
|
$97,560
0.03% of portfolio
|
Q4 2023
Added 96.79%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
548
shares
|
$97,028
0.03% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
536
shares
|
$94,904
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
533
shares
|
$94,372
0.03% of portfolio
|
Q1 2025
Added 28.43%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
524
shares
|
$92,779
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
523
shares
|
$92,602
0.08% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
517
shares
|
$91,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
511
shares
|
$90,477
0.04% of portfolio
|
Q1 2022
Added 54.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
506
shares
|
$89,592
0.05% of portfolio
|
Q1 2025
Added 40.17%
|