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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
801
shares
|
$146,927
0.05% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
773
shares
|
$141,791
0.07% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
746
shares
|
$136,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
745
shares
|
$136,655
0.04% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
702
shares
|
$128,767
0.02% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
701
shares
|
$128,584
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
690
shares
|
$126,566
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
679
shares
|
$124,548
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
679
shares
|
$124,548
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
671
shares
|
$123,081
0.01% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
658
shares
|
$120,696
0.01% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$119,412
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
644
shares
|
$118,128
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
637
shares
|
$116,844
0.03% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
634
shares
|
$116,294
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
633
shares
|
$116,111
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$115,927
0.01% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
629
shares
|
$115,377
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
623
shares
|
$114,276
0.02% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
621
shares
|
$113,910
0.06% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
620
shares
|
$113,726
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
619
shares
|
$113,543
0.01% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
618
shares
|
$113,359
0.0% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
602
shares
|
$110,424
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
587
shares
|
$107,673
0.04% of portfolio
|
Q2 2022
Reduced 39.98%
|