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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
167,333
shares
|
$31.1 Million
2.63% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
166,971
shares
|
$31 Million
3.64% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$30.7 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
165,038
shares
|
$30.6 Million
3.72% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
164,758
shares
|
$30.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$30.3 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
163,122
shares
|
$30.3 Million
2.06% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
161,963
shares
|
$30.1 Million
7.07% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$30.1 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
160,669
shares
|
$29.8 Million
0.41% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
160,130
shares
|
$29.7 Million
5.33% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
159,645
shares
|
$29.6 Million
0.53% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
155,879
shares
|
$28.9 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
153,841
shares
|
$28.6 Million
4.68% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
153,520
shares
|
$28.5 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
153,118
shares
|
$28.4 Million
4.87% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
152,203
shares
|
$28.3 Million
4.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
152,014
shares
|
$28.2 Million
4.42% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
150,749
shares
|
$28 Million
0.0% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
150,184
shares
|
$27.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
149,913
shares
|
$27.8 Million
4.49% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
148,691
shares
|
$27.6 Million
8.56% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
148,664
shares
|
$27.6 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
144,337
shares
|
$26.8 Million
5.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
142,254
shares
|
$26.4 Million
3.51% of portfolio
|
Q2 2025
Added 0.97%
|