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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
206,335
shares
|
$38.3 Million
4.19% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
206,297
shares
|
$38.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
205,371
shares
|
$38.1 Million
3.5% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
204,412
shares
|
$37.9 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
202,521
shares
|
$37.6 Million
2.0% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
198,042
shares
|
$36.8 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
197,159
shares
|
$36.6 Million
1.44% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
195,379
shares
|
$36.3 Million
3.8% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
193,983
shares
|
$36 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
191,369
shares
|
$35.5 Million
1.93% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
188,632
shares
|
$35 Million
0.56% of portfolio
|
Q2 2025
Added 198.01%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
188,562
shares
|
$35 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
187,657
shares
|
$34.8 Million
8.74% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
185,759
shares
|
$34.5 Million
2.88% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
183,013
shares
|
$34 Million
6.48% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
182,195
shares
|
$33.8 Million
0.67% of portfolio
|
Q2 2025
Reduced 29.42%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
176,754
shares
|
$32.8 Million
5.35% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
176,245
shares
|
$32.7 Million
7.38% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
175,639
shares
|
$32.6 Million
2.63% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$32.3 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
172,820
shares
|
$32.1 Million
1.76% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
171,866
shares
|
$31.9 Million
2.94% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
169,731
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$31.4 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
168,419
shares
|
$31.3 Million
5.71% of portfolio
|
Q2 2025
Reduced 32.73%
|