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 1,646 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
277,605
shares
|
$51.5 Million
0.26% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
275,752
shares
|
$51.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
268,012
shares
|
$49.8 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
267,059
shares
|
$49.6 Million
5.33% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
264,863
shares
|
$49.2 Million
1.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
263,620
shares
|
$48.9 Million
0.27% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
262,416
shares
|
$48.7 Million
3.6% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
258,158
shares
|
$47.9 Million
1.93% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
251,968
shares
|
$46.8 Million
1.34% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
251,710
shares
|
$46.7 Million
10.17% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
251,187
shares
|
$46.6 Million
0.11% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
249,950
shares
|
$46.4 Million
0.02% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
245,094
shares
|
$45.5 Million
14.51% of portfolio
|
Q2 2025
Added 745.38%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$45.5 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
236,887
shares
|
$44 Million
2.54% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
228,911
shares
|
$42.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
228,911
shares
|
$42.5 Million
0.86% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
228,891
shares
|
$42.5 Million
3.91% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
221,609
shares
|
$41.1 Million
4.89% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
220,349
shares
|
$40.9 Million
0.21% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
220,093
shares
|
$40.9 Million
10.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
219,929
shares
|
$40.8 Million
3.27% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
216,023
shares
|
$40.1 Million
7.06% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
215,406
shares
|
$40 Million
11.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
210,181
shares
|
$39 Million
6.69% of portfolio
|
Q2 2025
Added 8.89%
|