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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,540
shares
|
$284,638
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,540
shares
|
$284,638
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,532
shares
|
$283,159
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
1,529
shares
|
$282,605
0.22% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,528
shares
|
$282,420
0.18% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,505
shares
|
$278,169
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,504
shares
|
$277,984
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,501
shares
|
$277,429
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
1,500
shares
|
$277,245
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
1,496
shares
|
$276,505
0.03% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
1,495
shares
|
$276,320
0.17% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,493
shares
|
$275,951
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,492
shares
|
$275,766
0.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
1,490
shares
|
$275,396
0.02% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,485
shares
|
$274,472
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,481
shares
|
$273,733
0.06% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,471
shares
|
$271,884
0.02% of portfolio
|
Q3 2024
Added 134.61%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,467
shares
|
$271,145
0.05% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,463
shares
|
$270,406
0.23% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,462
shares
|
$270,221
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
1,462
shares
|
$270,221
0.17% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,460
shares
|
$269,851
0.04% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,460
shares
|
$269,851
0.07% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,451
shares
|
$268,188
0.02% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,448
shares
|
$267,633
0.15% of portfolio
|
Q2 2024
New holding
|