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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
407
shares
|
$74,656
0.0% of portfolio
|
Q1 2025
Added 307.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$74,289
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$73,372
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
394
shares
|
$72,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
379
shares
|
$69,519
0.02% of portfolio
|
Q2 2025
Reduced 44.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
350
shares
|
$64,200
0.01% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
349
shares
|
$64,017
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
346
shares
|
$63,466
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
333
shares
|
$61,082
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
331
shares
|
$60,715
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
326
shares
|
$59,798
0.02% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
320
shares
|
$58,697
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
319
shares
|
$58,514
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
304
shares
|
$55,762
0.03% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
303
shares
|
$55,579
0.02% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
303
shares
|
$55,579
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
300
shares
|
$55,029
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
296
shares
|
$54,295
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$53,011
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
285
shares
|
$52,277
0.02% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
284
shares
|
$52,094
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
278
shares
|
$50,993
0.01% of portfolio
|
Q4 2023
Reduced 41.96%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
277
shares
|
$50,810
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
272
shares
|
$49,892
0.01% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$48,608
0.01% of portfolio
|
Q3 2024
Added 18.3%
|