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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
246,349
shares
|
$47.9 Million
0.24% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
244,979
shares
|
$47.6 Million
10.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
244,648
shares
|
$47.6 Million
14.51% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
240,560
shares
|
$46.8 Million
2.52% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
231,253
shares
|
$45 Million
1.7% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
228,911
shares
|
$44.5 Million
1.06% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
228,911
shares
|
$44.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
227,262
shares
|
$44.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
223,038
shares
|
$43.4 Million
3.24% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
223,004
shares
|
$43.3 Million
9.57% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
222,853
shares
|
$43.3 Million
2.51% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
220,191
shares
|
$42.8 Million
0.01% of portfolio
|
Q3 2025
Added 46.06%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
214,514
shares
|
$41.7 Million
2.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
213,417
shares
|
$41.5 Million
11.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
212,817
shares
|
$41.4 Million
1.12% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
211,986
shares
|
$41.2 Million
6.61% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
209,921
shares
|
$40.8 Million
3.85% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
209,694
shares
|
$40.8 Million
3.57% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
208,795
shares
|
$40.6 Million
0.61% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
208,130
shares
|
$40.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
200,796
shares
|
$39 Million
3.61% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
198,042
shares
|
$38.5 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
196,940
shares
|
$38.3 Million
8.86% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
192,751
shares
|
$37.5 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
188,664
shares
|
$36.7 Million
6.4% of portfolio
|
Q3 2025
Reduced 9.42%
|
|