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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
303
shares
|
$53,649
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
300
shares
|
$53,118
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
296
shares
|
$52,409
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$51,170
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
285
shares
|
$50,462
0.02% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
284
shares
|
$50,285
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
278
shares
|
$49,222
0.01% of portfolio
|
Q4 2023
Reduced 41.96%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
277
shares
|
$49,045
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
272
shares
|
$48,160
0.01% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
272
shares
|
$48,160
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$46,920
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$46,035
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
255
shares
|
$45,150
0.0% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$44,973
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
253
shares
|
$44,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
251
shares
|
$44,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
249
shares
|
$44,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
244
shares
|
$43,202
0.01% of portfolio
|
Q1 2025
Added 58.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
241
shares
|
$42,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
226
shares
|
$40,015
0.01% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
225
shares
|
$39,838
0.0% of portfolio
|
Q4 2024
Reduced 39.52%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$39,484
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
220
shares
|
$38,953
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
218
shares
|
$38,599
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
218
shares
|
$38,599
0.03% of portfolio
|
Q1 2025
New holding
|