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 1,617 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
499,394
shares
|
$92.3 Million
0.82% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
496,946
shares
|
$91.9 Million
12.11% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
496,473
shares
|
$91.8 Million
0.54% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
494,576
shares
|
$91.4 Million
6.15% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
491,929
shares
|
$90.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
491,753
shares
|
$90.9 Million
0.83% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
487,446
shares
|
$90.1 Million
12.28% of portfolio
|
Q4 2023
Added 9.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$83.7 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
444,989
shares
|
$82.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
440,233
shares
|
$81.4 Million
6.95% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
429,606
shares
|
$79.4 Million
7.59% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
428,247
shares
|
$79.2 Million
0.19% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
419,543
shares
|
$77.5 Million
1.09% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
415,682
shares
|
$76.8 Million
2.21% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$76.8 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
413,856
shares
|
$76.5 Million
5.94% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
410,886
shares
|
$75.9 Million
0.09% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
384,103
shares
|
$71 Million
12.9% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
375,456
shares
|
$69.4 Million
1.56% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
374,199
shares
|
$69.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
372,298
shares
|
$68.8 Million
0.35% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
367,208
shares
|
$67.9 Million
1.58% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
365,040
shares
|
$67.5 Million
2.08% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
363,535
shares
|
$67.2 Million
1.12% of portfolio
|
Q2 2025
Added 58.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
358,984
shares
|
$66.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.38%
|