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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
166,416
shares
|
$29.5 Million
1.74% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
166,022
shares
|
$29.4 Million
1.34% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$29.3 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
163,218
shares
|
$28.9 Million
6.75% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$28.9 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
162,414
shares
|
$28.8 Million
4.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
162,002
shares
|
$28.7 Million
10.29% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$28.7 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
161,886
shares
|
$28.7 Million
0.73% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
161,627
shares
|
$28.6 Million
3.64% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
157,750
shares
|
$27.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
157,313
shares
|
$27.9 Million
2.7% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
155,419
shares
|
$27.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
152,397
shares
|
$27 Million
0.16% of portfolio
|
Q1 2025
Added 67.02%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
149,775
shares
|
$26.5 Million
3.94% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
149,703
shares
|
$26.5 Million
1.93% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
148,865
shares
|
$26.4 Million
5.09% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
148,535
shares
|
$26.3 Million
4.36% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
146,729
shares
|
$26 Million
3.88% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
145,741
shares
|
$25.8 Million
4.43% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
145,008
shares
|
$25.7 Million
5.57% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
140,946
shares
|
$25 Million
5.03% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
140,884
shares
|
$24.9 Million
3.3% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,561
shares
|
$24.9 Million
0.52% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
139,479
shares
|
$24.7 Million
4.83% of portfolio
|
Q1 2025
Added 0.21%
|