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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
431
shares
|
$80,015
0.03% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
417
shares
|
$77,416
0.03% of portfolio
|
Q1 2025
Reduced 85.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
410
shares
|
$76,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
407
shares
|
$75,559
0.01% of portfolio
|
Q2 2025
Reduced 68.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
407
shares
|
$75,559
0.0% of portfolio
|
Q1 2025
Added 307.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$75,188
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$74,260
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$74,260
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
382
shares
|
$70,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
379
shares
|
$70,361
0.02% of portfolio
|
Q2 2025
Reduced 44.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
362
shares
|
$67,205
0.03% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
359
shares
|
$66,648
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
350
shares
|
$64,977
0.02% of portfolio
|
Q2 2025
Added 76.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
350
shares
|
$64,977
0.01% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
348
shares
|
$64,606
0.01% of portfolio
|
Q2 2025
Reduced 44.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
346
shares
|
$64,234
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
333
shares
|
$61,821
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
331
shares
|
$61,450
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
326
shares
|
$60,521
0.02% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
321
shares
|
$59,593
0.05% of portfolio
|
Q2 2025
Reduced 60.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
320
shares
|
$59,408
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
319
shares
|
$59,222
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
304
shares
|
$56,437
0.03% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
303
shares
|
$56,251
0.02% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
300
shares
|
$55,695
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|