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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
54
shares
|
$9,905
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
52
shares
|
$9,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$9,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
50
shares
|
$9,171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
50
shares
|
$9,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
46
shares
|
$8,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
44
shares
|
$8,070
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
41
shares
|
$7,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$6,970
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$6,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
34
shares
|
$6,236
0.01% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
33
shares
|
$6,053
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
32
shares
|
$5,869
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
28
shares
|
$5,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
24
shares
|
$4,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$3,852
0.0% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
21
shares
|
$3,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$3,668
0.0% of portfolio
|
Q2 2023
Reduced 99.72%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
19
shares
|
$3,485
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
19
shares
|
$3,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17
shares
|
$3,118
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
15
shares
|
$2,751
0.0% of portfolio
|
Q1 2023
Reduced 55.88%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
14
shares
|
$2,568
0.0% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$2,201
0.0% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
12
shares
|
$2,201
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|