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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
138,465
shares
|
$24.5 Million
4.69% of portfolio
|
Q1 2025
Reduced 89.45%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
136,279
shares
|
$24.1 Million
0.25% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
135,127
shares
|
$23.9 Million
13.33% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
134,841
shares
|
$23.9 Million
5.99% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
134,085
shares
|
$23.7 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
134,051
shares
|
$23.7 Million
13.33% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
133,674
shares
|
$23.7 Million
8.44% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
132,198
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$23.1 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
130,394
shares
|
$23.1 Million
0.1% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
129,720
shares
|
$23 Million
3.75% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
129,538
shares
|
$22.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
129,458
shares
|
$22.9 Million
2.66% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
128,348
shares
|
$22.7 Million
6.1% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
128,199
shares
|
$22.7 Million
3.35% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
127,378
shares
|
$22.6 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
125,986
shares
|
$22.3 Million
4.57% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
125,570
shares
|
$22.2 Million
2.5% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
124,043
shares
|
$22 Million
7.03% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
123,472
shares
|
$21.9 Million
2.16% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
123,386
shares
|
$21.8 Million
2.94% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
123,002
shares
|
$21.8 Million
8.12% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
118,281
shares
|
$20.9 Million
7.58% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
117,407
shares
|
$20.8 Million
1.4% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
116,456
shares
|
$20.6 Million
0.9% of portfolio
|
Q1 2025
New holding
|