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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
141,067
shares
|
$26.2 Million
5.46% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
140,048
shares
|
$26 Million
14.46% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
136,889
shares
|
$25.4 Million
8.49% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
136,747
shares
|
$25.4 Million
2.95% of portfolio
|
Q2 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
136,637
shares
|
$25.4 Million
2.33% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
136,279
shares
|
$25.3 Million
0.25% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
136,204
shares
|
$25.3 Million
3.07% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
135,950
shares
|
$25.2 Million
4.74% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
134,311
shares
|
$24.9 Million
5.72% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
134,051
shares
|
$24.9 Million
13.33% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
132,456
shares
|
$24.6 Million
4.68% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$24.2 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
130,413
shares
|
$24.2 Million
0.73% of portfolio
|
Q2 2025
Added 62.23%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
129,755
shares
|
$24.1 Million
7.41% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
129,458
shares
|
$24 Million
2.66% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
129,214
shares
|
$24 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
128,858
shares
|
$23.9 Million
8.54% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
128,492
shares
|
$23.9 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
126,534
shares
|
$23.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
125,466
shares
|
$23.3 Million
7.62% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
125,216
shares
|
$23.2 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
125,015
shares
|
$23.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
124,973
shares
|
$23.2 Million
0.92% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
124,056
shares
|
$23 Million
0.35% of portfolio
|
Q2 2025
Reduced 35.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
121,234
shares
|
$22.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 79.59%
|