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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$47,691
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
255
shares
|
$46,774
0.0% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$46,591
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
253
shares
|
$46,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
251
shares
|
$46,040
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
249
shares
|
$45,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
244
shares
|
$44,756
0.01% of portfolio
|
Q1 2025
Added 58.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
241
shares
|
$44,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
226
shares
|
$41,455
0.01% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$40,904
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
220
shares
|
$40,354
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
218
shares
|
$39,987
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
218
shares
|
$39,987
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
215
shares
|
$39,437
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
215
shares
|
$39,437
0.01% of portfolio
|
Q2 2025
Reduced 65.15%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
212
shares
|
$38,887
0.0% of portfolio
|
Q4 2024
Added 63.08%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$38,703
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
210
shares
|
$38,520
0.0% of portfolio
|
Q1 2023
Reduced 48.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
207
shares
|
$37,970
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
204
shares
|
$37,419
0.0% of portfolio
|
Q2 2025
Added 151.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
204
shares
|
$37,419
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
202
shares
|
$37,052
0.0% of portfolio
|
Q3 2023
Reduced 25.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
202
shares
|
$37,052
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
198
shares
|
$36,319
0.01% of portfolio
|
Q3 2024
Added 692.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
192
shares
|
$35,218
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|