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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,105
shares
|
$204,237
0.04% of portfolio
|
Q1 2025
Added 109.28%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,085
shares
|
$200,540
0.11% of portfolio
|
Q2 2025
Reduced 70.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,085
shares
|
$200,540
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,071
shares
|
$197,952
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,064
shares
|
$196,659
0.04% of portfolio
|
Q1 2025
Added 79.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,057
shares
|
$195,365
0.01% of portfolio
|
Q3 2024
Added 202.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,051
shares
|
$194,256
0.19% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,030
shares
|
$190,374
0.02% of portfolio
|
Q2 2025
Reduced 60.55%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,016
shares
|
$187,787
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$184,830
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$184,830
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
985
shares
|
$182,057
0.04% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
968
shares
|
$178,915
0.01% of portfolio
|
Q1 2024
Reduced 16.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
948
shares
|
$175,218
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
945
shares
|
$174,664
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
924
shares
|
$170,782
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
915
shares
|
$169,119
0.0% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
902
shares
|
$166,716
0.08% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
877
shares
|
$162,095
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
875
shares
|
$161,726
0.04% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
870
shares
|
$160,802
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$156,735
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
843
shares
|
$155,811
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
837
shares
|
$154,702
0.05% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
820
shares
|
$151,560
0.12% of portfolio
|
Q1 2025
Reduced 30.51%
|