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 1,596 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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
251,392
shares
|
$44.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
250,381
shares
|
$44.3 Million
8.08% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
249,866
shares
|
$44.2 Million
1.29% of portfolio
|
Q1 2025
Reduced 96.72%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
247,954
shares
|
$43.9 Million
1.87% of portfolio
|
Q1 2025
Added 180.35%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$43.4 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
243,808
shares
|
$43.2 Million
1.0% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
243,808
shares
|
$43.2 Million
0.86% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
242,297
shares
|
$42.9 Million
7.83% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
240,428
shares
|
$42.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
237,406
shares
|
$42 Million
3.44% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
230,078
shares
|
$40.7 Million
0.73% of portfolio
|
Q1 2025
Added 131.26%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
226,817
shares
|
$40.2 Million
4.36% of portfolio
|
Q3 2022
Added 13.63%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
220,986
shares
|
$39.1 Million
2.48% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
220,605
shares
|
$39.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
218,776
shares
|
$38.7 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
217,314
shares
|
$38.5 Million
3.33% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
215,754
shares
|
$38.2 Million
11.79% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
215,382
shares
|
$38.1 Million
0.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
215,280
shares
|
$38.1 Million
4.43% of portfolio
|
Q1 2025
Added 1446.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
214,837
shares
|
$38 Million
0.58% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
213,880
shares
|
$37.9 Million
4.68% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
212,176
shares
|
$37.6 Million
4.57% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
210,911
shares
|
$37.3 Million
10.23% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
210,425
shares
|
$37.3 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
210,104
shares
|
$37.2 Million
2.68% of portfolio
|
Q1 2025
Added 8.68%
|