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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
583
shares
|
$106,939
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
578
shares
|
$106,022
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
569
shares
|
$104,371
0.02% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
568
shares
|
$104,188
0.04% of portfolio
|
Q2 2024
Added 456.86%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
567
shares
|
$104,004
0.0% of portfolio
|
Q1 2025
Reduced 55.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
558
shares
|
$102,353
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
556
shares
|
$101,987
0.06% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
548
shares
|
$100,519
0.03% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
536
shares
|
$98,318
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
524
shares
|
$96,117
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
523
shares
|
$95,933
0.08% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
511
shares
|
$93,732
0.04% of portfolio
|
Q1 2022
Added 54.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
506
shares
|
$92,815
0.05% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
500
shares
|
$91,715
0.04% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
499
shares
|
$91,531
0.02% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
499
shares
|
$91,531
0.08% of portfolio
|
Q1 2025
Added 120.8%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
496
shares
|
$90,981
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
472
shares
|
$86,578
0.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
443
shares
|
$81,259
0.0% of portfolio
|
Q4 2024
Reduced 43.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
443
shares
|
$81,259
0.01% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
439
shares
|
$80,525
0.01% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
434
shares
|
$79,608
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$78,141
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
422
shares
|
$77,407
0.0% of portfolio
|
Q1 2025
Reduced 77.57%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
417
shares
|
$76,490
0.03% of portfolio
|
Q1 2025
Reduced 85.09%
|