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 1,684 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
113,465
shares
|
$22.1 Million
0.04% of portfolio
|
Q3 2025
Added 65.05%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
113,099
shares
|
$22 Million
3.05% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
112,716
shares
|
$21.9 Million
6.61% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
112,193
shares
|
$21.8 Million
2.81% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
110,290
shares
|
$21.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
109,923
shares
|
$21.4 Million
0.76% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
109,374
shares
|
$21.3 Million
7.25% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
109,169
shares
|
$21.2 Million
2.52% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
108,797
shares
|
$21.1 Million
4.3% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
108,037
shares
|
$21 Million
4.54% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 15, 2026 Q4 2025 |
107,177
shares
|
$20.8 Million
2.79% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
106,924
shares
|
$20.8 Million
0.12% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
106,332
shares
|
$20.7 Million
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
105,522
shares
|
$20.5 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
105,426
shares
|
$20.5 Million
3.37% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
105,013
shares
|
$20.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
103,353
shares
|
$20.1 Million
0.56% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
102,683
shares
|
$20 Million
2.21% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
102,475
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
101,415
shares
|
$19.7 Million
8.43% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
101,260
shares
|
$19.7 Million
6.54% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
100,935
shares
|
$19.6 Million
3.09% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
100,782
shares
|
$19.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
100,718
shares
|
$19.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
100,199
shares
|
$19.5 Million
2.45% of portfolio
|
Q3 2025
Reduced 14.89%
|
|