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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
500
shares
|
$88,530
0.04% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
499
shares
|
$88,352
0.02% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
499
shares
|
$88,352
0.08% of portfolio
|
Q1 2025
Added 120.8%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
458
shares
|
$81,093
0.07% of portfolio
|
Q1 2025
Added 275.41%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
443
shares
|
$78,437
0.0% of portfolio
|
Q4 2024
Reduced 43.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
443
shares
|
$78,437
0.01% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
439
shares
|
$77,729
0.01% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
434
shares
|
$76,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
430
shares
|
$76,135
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$75,427
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
422
shares
|
$74,719
0.0% of portfolio
|
Q1 2025
Reduced 77.57%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
417
shares
|
$73,834
0.03% of portfolio
|
Q1 2025
Reduced 85.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
407
shares
|
$72,063
0.0% of portfolio
|
Q1 2025
Added 307.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$71,709
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$70,824
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
394
shares
|
$69,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
383
shares
|
$67,813
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
349
shares
|
$61,793
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
346
shares
|
$61,262
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
333
shares
|
$58,960
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
331
shares
|
$58,606
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
326
shares
|
$57,721
0.02% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
320
shares
|
$56,659
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
319
shares
|
$56,482
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
316
shares
|
$55,950
0.01% of portfolio
|
Q1 2025
Reduced 35.11%
|