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 1,617 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
100
shares
|
$18,483
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
96
shares
|
$17,743
0.01% of portfolio
|
Q1 2025
Reduced 59.32%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
93
shares
|
$17,189
0.01% of portfolio
|
Q1 2025
Added 93.75%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
90
shares
|
$16,634
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
89
shares
|
$16,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
88
shares
|
$16,265
0.0% of portfolio
|
Q1 2025
Added 282.61%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
87
shares
|
$16,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
87
shares
|
$16,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
85
shares
|
$15,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
85
shares
|
$15,710
0.01% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
82
shares
|
$15,156
0.02% of portfolio
|
Q1 2025
Reduced 69.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
78
shares
|
$14,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$13,862
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
75
shares
|
$13,862
0.03% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
75
shares
|
$13,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
74
shares
|
$13,677
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
72
shares
|
$13,307
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
66
shares
|
$12,198
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
66
shares
|
$12,198
0.0% of portfolio
|
Q1 2024
Reduced 95.92%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
65
shares
|
$12,013
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
65
shares
|
$12,013
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
64
shares
|
$11,829
0.01% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
59
shares
|
$10,904
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
58
shares
|
$10,720
0.0% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
55
shares
|
$10,165
0.0% of portfolio
|
Q3 2023
New holding
|