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 1,596 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
209,022
shares
|
$37 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
208,932
shares
|
$37 Million
2.14% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
208,691
shares
|
$37 Million
1.01% of portfolio
|
Q1 2025
Added 1000.52%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
204,698
shares
|
$36.2 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
202,696
shares
|
$35.9 Million
4.17% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
201,976
shares
|
$35.8 Million
3.31% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
199,531
shares
|
$35.3 Million
6.48% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
196,006
shares
|
$34.7 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
194,773
shares
|
$34.5 Million
3.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
193,023
shares
|
$34.2 Million
6.47% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
192,064
shares
|
$34 Million
2.6% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
190,955
shares
|
$33.8 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
188,971
shares
|
$33.5 Million
1.37% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
186,266
shares
|
$33 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
179,091
shares
|
$31.7 Million
8.97% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
176,665
shares
|
$31.3 Million
0.5% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
175,906
shares
|
$31.1 Million
1.19% of portfolio
|
Q1 2025
Added 101.63%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
175,299
shares
|
$31 Million
5.33% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
175,030
shares
|
$31 Million
2.95% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
174,180
shares
|
$30.8 Million
7.2% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$30.8 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
173,302
shares
|
$30.7 Million
2.63% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$30 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
168,621
shares
|
$29.9 Million
5.96% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
167,954
shares
|
$29.7 Million
0.25% of portfolio
|
Q1 2025
Added 29.8%
|