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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
139,479
shares
|
$25.6 Million
4.83% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
138,465
shares
|
$25.4 Million
4.69% of portfolio
|
Q1 2025
Reduced 89.45%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
136,747
shares
|
$25.1 Million
2.95% of portfolio
|
Q2 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
136,637
shares
|
$25.1 Million
2.33% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
136,279
shares
|
$25 Million
0.25% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
136,204
shares
|
$25 Million
3.07% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
134,841
shares
|
$24.7 Million
5.99% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
134,085
shares
|
$24.6 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
134,051
shares
|
$24.6 Million
13.33% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
133,674
shares
|
$24.5 Million
8.44% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
132,198
shares
|
$24.2 Million
0.0% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$24 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
130,394
shares
|
$23.9 Million
0.1% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
129,720
shares
|
$23.8 Million
3.75% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
129,538
shares
|
$23.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
129,458
shares
|
$23.7 Million
2.66% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
128,348
shares
|
$23.5 Million
6.1% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
128,199
shares
|
$23.5 Million
3.35% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
127,378
shares
|
$23.4 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
125,986
shares
|
$23.1 Million
4.57% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
125,466
shares
|
$23 Million
7.62% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
125,216
shares
|
$23 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
124,043
shares
|
$22.8 Million
7.03% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
123,002
shares
|
$22.6 Million
8.12% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
117,407
shares
|
$21.5 Million
1.4% of portfolio
|
Q1 2025
Added 19.44%
|