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 |
|---|---|---|---|---|---|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
99,834
shares
|
$19.4 Million
6.25% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
98,912
shares
|
$19.2 Million
0.26% of portfolio
|
Q4 2025
Reduced 29.09%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
97,757
shares
|
$19 Million
9.17% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
96,478
shares
|
$18.8 Million
2.44% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
95,210
shares
|
$18.5 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
94,754
shares
|
$18.4 Million
4.69% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
94,379
shares
|
$18.3 Million
6.7% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
94,205
shares
|
$18.3 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$18.1 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$18.1 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
91,788
shares
|
$17.8 Million
4.3% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
91,595
shares
|
$17.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
91,153
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2025
Added 2329.45%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
90,783
shares
|
$17.6 Million
0.59% of portfolio
|
Q3 2025
Reduced 27.36%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
89,981
shares
|
$17.5 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
89,928
shares
|
$17.5 Million
6.22% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
89,858
shares
|
$17.5 Million
2.82% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
87,584
shares
|
$17 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
86,805
shares
|
$16.9 Million
1.51% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
86,729
shares
|
$16.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
86,619
shares
|
$16.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
86,430
shares
|
$16.8 Million
3.66% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
85,449
shares
|
$16.6 Million
5.66% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
84,694
shares
|
$16.5 Million
1.85% of portfolio
|
Q4 2025
Reduced 42.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,647
shares
|
$16.5 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|