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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
24
shares
|
$4,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
23
shares
|
$4,269
0.0% of portfolio
|
Q2 2025
Reduced 73.86%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
21
shares
|
$3,898
0.0% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
21
shares
|
$3,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$3,713
0.0% of portfolio
|
Q2 2023
Reduced 99.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
19
shares
|
$3,527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17
shares
|
$3,156
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
15
shares
|
$2,784
0.0% of portfolio
|
Q1 2023
Reduced 55.88%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
14
shares
|
$2,599
0.0% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$2,227
0.0% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
12
shares
|
$2,227
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
11
shares
|
$2,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
10
shares
|
$1,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
9
shares
|
$1,670
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
9
shares
|
$1,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
7
shares
|
$1,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1
shares
|
$185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|