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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
621
shares
|
$115,288
0.06% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
620
shares
|
$115,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
619
shares
|
$114,917
0.01% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
618
shares
|
$114,731
0.0% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
612
shares
|
$113,617
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
599
shares
|
$111,204
0.05% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
587
shares
|
$108,976
0.04% of portfolio
|
Q2 2022
Reduced 39.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
583
shares
|
$108,233
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
578
shares
|
$107,305
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
570
shares
|
$105,820
0.02% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
569
shares
|
$105,634
0.02% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
568
shares
|
$105,449
0.03% of portfolio
|
Q2 2024
Added 456.86%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
567
shares
|
$105,263
0.0% of portfolio
|
Q1 2025
Reduced 55.49%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
563
shares
|
$104,520
0.09% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
558
shares
|
$103,592
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
536
shares
|
$99,508
0.0% of portfolio
|
Q2 2025
Added 530.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
524
shares
|
$97,280
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
501
shares
|
$93,010
0.05% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
500
shares
|
$92,825
0.04% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
499
shares
|
$92,639
0.01% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
496
shares
|
$92,082
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
492
shares
|
$91,339
0.01% of portfolio
|
Q2 2025
Added 24.87%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
472
shares
|
$87,626
0.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
439
shares
|
$81,500
0.01% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
434
shares
|
$80,572
0.01% of portfolio
|
Q1 2025
New holding
|