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 1,616 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 $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
353,588
shares
|
$64.9 Million
16.79% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
346,964
shares
|
$63.6 Million
0.11% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
343,760
shares
|
$63.1 Million
1.68% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
340,623
shares
|
$62.5 Million
1.11% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
339,764
shares
|
$62.3 Million
27.22% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
335,246
shares
|
$61.5 Million
11.33% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
302,641
shares
|
$55.5 Million
8.16% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
302,519
shares
|
$55.5 Million
1.7% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
297,176
shares
|
$54.5 Million
0.69% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
296,762
shares
|
$54.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
294,966
shares
|
$54.1 Million
7.37% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
289,028
shares
|
$53 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
288,385
shares
|
$52.9 Million
18.68% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
287,541
shares
|
$52.7 Million
1.29% of portfolio
|
Q1 2025
Added 24.36%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
281,547
shares
|
$51.6 Million
0.31% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
279,306
shares
|
$51.2 Million
1.6% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
277,605
shares
|
$50.9 Million
0.26% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
272,059
shares
|
$49.9 Million
4.41% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
265,739
shares
|
$48.7 Million
0.92% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
264,975
shares
|
$48.6 Million
6.79% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
263,590
shares
|
$48.4 Million
5.5% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
259,655
shares
|
$47.6 Million
1.02% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
258,158
shares
|
$47.4 Million
1.93% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
253,563
shares
|
$46.5 Million
0.27% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
251,392
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|