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 1,620 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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,730
shares
|
$321,780
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
1,728
shares
|
$321,408
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,727
shares
|
$321,222
0.04% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,727
shares
|
$321,222
0.06% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,710
shares
|
$318,060
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,703
shares
|
$316,758
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
1,702
shares
|
$316,572
0.16% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,702
shares
|
$316,572
0.21% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$314,340
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,683
shares
|
$313,038
0.15% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,683
shares
|
$313,038
0.1% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$308,388
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,658
shares
|
$308,388
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,658
shares
|
$308,388
0.02% of portfolio
|
Q1 2025
Reduced 99.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
1,641
shares
|
$305,226
0.04% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,638
shares
|
$304,668
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,633
shares
|
$303,738
0.29% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,630
shares
|
$303,180
0.01% of portfolio
|
Q4 2024
Added 82.53%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$302,808
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,614
shares
|
$300,204
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,613
shares
|
$300,018
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
1,612
shares
|
$299,832
0.2% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,604
shares
|
$298,344
0.06% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,597
shares
|
$297,042
0.12% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,588
shares
|
$295,368
0.04% of portfolio
|
Q1 2025
Added 23.39%
|