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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
166,416
shares
|
$31 Million
1.74% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$30.8 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
165,038
shares
|
$30.7 Million
3.72% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
164,758
shares
|
$30.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
163,218
shares
|
$30.4 Million
6.75% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$30.3 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
163,122
shares
|
$30.3 Million
2.06% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$30.1 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
160,130
shares
|
$29.8 Million
5.33% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
159,645
shares
|
$29.7 Million
0.53% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
157,750
shares
|
$29.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
157,313
shares
|
$29.3 Million
2.7% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
155,879
shares
|
$29 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
155,419
shares
|
$28.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
153,841
shares
|
$28.6 Million
4.68% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
152,397
shares
|
$28.3 Million
0.16% of portfolio
|
Q1 2025
Added 67.02%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
152,203
shares
|
$28.3 Million
4.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
149,775
shares
|
$27.9 Million
3.94% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
149,703
shares
|
$27.8 Million
1.93% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
148,691
shares
|
$27.7 Million
8.56% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
148,535
shares
|
$27.6 Million
4.36% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
142,254
shares
|
$26.5 Million
3.51% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
141,067
shares
|
$26.2 Million
5.46% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
140,946
shares
|
$26.2 Million
5.03% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
140,048
shares
|
$26 Million
14.46% of portfolio
|
Q2 2025
Added 3.64%
|