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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
263,620
shares
|
$50.7 Million
0.27% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
263,271
shares
|
$50.6 Million
7.41% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
262,416
shares
|
$50.5 Million
3.6% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
251,968
shares
|
$48.5 Million
1.34% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
251,710
shares
|
$48.4 Million
10.17% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
251,187
shares
|
$48.3 Million
0.11% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
249,950
shares
|
$48.1 Million
0.02% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
245,094
shares
|
$47.1 Million
14.51% of portfolio
|
Q2 2025
Added 745.38%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$47.1 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
236,887
shares
|
$45.6 Million
2.54% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
231,253
shares
|
$44.5 Million
1.7% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
228,911
shares
|
$44 Million
1.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
228,911
shares
|
$44 Million
0.86% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
223,038
shares
|
$42.9 Million
3.24% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
223,004
shares
|
$42.9 Million
9.57% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
222,853
shares
|
$42.9 Million
2.51% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
221,609
shares
|
$42.6 Million
4.89% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
220,349
shares
|
$42.4 Million
0.21% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
213,417
shares
|
$41 Million
11.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
210,181
shares
|
$40.4 Million
6.69% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
209,694
shares
|
$40.3 Million
3.57% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
208,795
shares
|
$40.1 Million
0.61% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
206,335
shares
|
$39.7 Million
4.19% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
206,297
shares
|
$39.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
204,412
shares
|
$39.3 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.14%
|