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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
870
shares
|
$161,515
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$157,431
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
843
shares
|
$156,502
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
837
shares
|
$155,389
0.05% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
773
shares
|
$143,507
0.07% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
759
shares
|
$140,908
0.05% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
746
shares
|
$138,494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
745
shares
|
$138,309
0.04% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
718
shares
|
$133,296
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
701
shares
|
$130,140
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
690
shares
|
$128,098
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
681
shares
|
$126,427
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
679
shares
|
$126,056
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
676
shares
|
$125,499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
671
shares
|
$124,571
0.01% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
659
shares
|
$122,343
0.05% of portfolio
|
Q2 2025
Added 21866.67%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
658
shares
|
$122,157
0.01% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$120,858
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
645
shares
|
$119,744
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
637
shares
|
$118,259
0.03% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
635
shares
|
$117,887
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
634
shares
|
$117,702
0.02% of portfolio
|
Q2 2025
Reduced 40.41%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
634
shares
|
$117,702
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$117,330
0.01% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
629
shares
|
$116,773
0.01% of portfolio
|
Q4 2024
Added 11.52%
|