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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,446
shares
|
$267,264
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,445
shares
|
$267,079
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,443
shares
|
$266,709
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,441
shares
|
$266,340
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
1,426
shares
|
$263,567
0.13% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
1,424
shares
|
$263,197
0.12% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
1,416
shares
|
$261,719
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
1,407
shares
|
$260,055
0.06% of portfolio
|
Q1 2025
Reduced 82.26%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,398
shares
|
$258,392
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,384
shares
|
$255,804
0.03% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,375
shares
|
$254,141
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,368
shares
|
$252,847
0.05% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,365
shares
|
$252,292
0.05% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,364
shares
|
$252,108
0.11% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
1,361
shares
|
$251,553
0.02% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,356
shares
|
$250,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
1,353
shares
|
$250,074
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
1,342
shares
|
$248,041
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
1,337
shares
|
$247,117
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,332
shares
|
$246,193
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
1,317
shares
|
$243,421
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,316
shares
|
$243,236
0.01% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,311
shares
|
$242,312
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,310
shares
|
$242,127
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,309
shares
|
$241,942
0.03% of portfolio
|
Q4 2024
Reduced 10.16%
|