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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
202,521
shares
|
$37.7 Million
2.0% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
199,531
shares
|
$37.1 Million
6.48% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
198,042
shares
|
$36.8 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
197,159
shares
|
$36.7 Million
1.44% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
193,983
shares
|
$36.1 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
193,023
shares
|
$35.9 Million
6.47% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
192,064
shares
|
$35.7 Million
2.6% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
190,955
shares
|
$35.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
188,562
shares
|
$35.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
187,657
shares
|
$34.9 Million
8.74% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
186,266
shares
|
$34.6 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
182,195
shares
|
$33.9 Million
0.67% of portfolio
|
Q2 2025
Reduced 29.42%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
176,665
shares
|
$32.9 Million
0.5% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
175,906
shares
|
$32.7 Million
1.19% of portfolio
|
Q1 2025
Added 101.63%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
175,299
shares
|
$32.6 Million
5.33% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
175,030
shares
|
$32.6 Million
2.95% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
174,180
shares
|
$32.4 Million
7.2% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$32.4 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
173,302
shares
|
$32.2 Million
2.63% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$31.5 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
168,621
shares
|
$31.4 Million
5.96% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
168,419
shares
|
$31.3 Million
5.71% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
167,954
shares
|
$31.2 Million
0.25% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
167,333
shares
|
$31.1 Million
2.63% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
166,971
shares
|
$31.1 Million
3.64% of portfolio
|
Q2 2025
Added 2.81%
|