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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
75
shares
|
$14,421
0.03% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
75
shares
|
$14,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
75
shares
|
$14,421
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
74
shares
|
$14,229
0.0% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
72
shares
|
$13,844
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
66
shares
|
$12,691
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
66
shares
|
$12,691
0.0% of portfolio
|
Q1 2024
Reduced 95.92%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
65
shares
|
$12,498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
65
shares
|
$12,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
64
shares
|
$12,306
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
58
shares
|
$11,152
0.0% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
55
shares
|
$10,575
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
54
shares
|
$10,383
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
52
shares
|
$9,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
50
shares
|
$9,614
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
50
shares
|
$9,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
48
shares
|
$9,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
48
shares
|
$9,229
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
48
shares
|
$9,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
47
shares
|
$9,037
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
41
shares
|
$7,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
40
shares
|
$7,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$7,307
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
34
shares
|
$6,537
0.0% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
25
shares
|
$4,807
0.01% of portfolio
|
Q2 2025
Reduced 69.51%
|