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 1,620 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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
249,866
shares
|
$46.5 Million
1.29% of portfolio
|
Q1 2025
Reduced 96.72%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
245,094
shares
|
$45.6 Million
14.51% of portfolio
|
Q2 2025
Added 745.38%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$45.6 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
243,808
shares
|
$45.3 Million
1.0% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
243,808
shares
|
$45.3 Million
0.86% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
240,428
shares
|
$44.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
237,406
shares
|
$44.2 Million
3.44% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
236,887
shares
|
$44.1 Million
2.54% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
220,605
shares
|
$41 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
220,093
shares
|
$40.9 Million
10.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
219,929
shares
|
$40.9 Million
3.27% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
218,776
shares
|
$40.7 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
216,023
shares
|
$40.2 Million
7.06% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
215,406
shares
|
$40.1 Million
11.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
215,382
shares
|
$40.1 Million
0.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
215,280
shares
|
$40 Million
4.43% of portfolio
|
Q1 2025
Added 1446.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
214,837
shares
|
$40 Million
0.58% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
213,880
shares
|
$39.8 Million
4.68% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
210,425
shares
|
$39.1 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
209,022
shares
|
$38.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
208,932
shares
|
$38.9 Million
2.14% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
208,691
shares
|
$38.8 Million
1.01% of portfolio
|
Q1 2025
Added 1000.52%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
205,371
shares
|
$38.2 Million
3.5% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
204,698
shares
|
$38.1 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
202,696
shares
|
$37.7 Million
4.17% of portfolio
|
Q1 2025
Reduced 33.65%
|