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 1,652 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
75
shares
|
$14,070
0.03% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
75
shares
|
$14,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
75
shares
|
$14,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
74
shares
|
$13,883
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
72
shares
|
$13,507
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
66
shares
|
$12,382
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
66
shares
|
$12,382
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
66
shares
|
$12,382
0.0% of portfolio
|
Q1 2024
Reduced 95.92%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
65
shares
|
$12,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
65
shares
|
$12,194
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
65
shares
|
$12,194
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
64
shares
|
$12,007
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
58
shares
|
$10,881
0.0% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
55
shares
|
$10,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
55
shares
|
$10,318
0.01% of portfolio
|
Q2 2025
Added 189.47%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
54
shares
|
$10,130
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52
shares
|
$9,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$9,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
50
shares
|
$9,380
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
50
shares
|
$9,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
48
shares
|
$9,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
48
shares
|
$9,005
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
48
shares
|
$9,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
46
shares
|
$8,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
41
shares
|
$7,692
0.0% of portfolio
|
Q1 2025
New holding
|