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 |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
83,709
shares
|
$16.3 Million
2.65% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
82,994
shares
|
$16.1 Million
1.66% of portfolio
|
Q4 2025
Reduced 20.67%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
82,791
shares
|
$16.1 Million
10.23% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
82,220
shares
|
$16 Million
2.65% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
82,184
shares
|
$16 Million
3.0% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
81,858
shares
|
$15.9 Million
5.24% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
81,688
shares
|
$15.9 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
80,251
shares
|
$15.6 Million
0.55% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
79,907
shares
|
$15.5 Million
3.55% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
79,693
shares
|
$15.5 Million
2.37% of portfolio
|
Q4 2025
Reduced 33.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
79,195
shares
|
$15.4 Million
0.26% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
78,841
shares
|
$15.3 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
78,118
shares
|
$15.2 Million
2.41% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
77,663
shares
|
$15.1 Million
6.63% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
77,200
shares
|
$15 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
75,913
shares
|
$14.8 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
75,729
shares
|
$14.7 Million
3.75% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
75,444
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
74,980
shares
|
$14.6 Million
2.06% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
74,669
shares
|
$14.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
74,264
shares
|
$14.4 Million
4.56% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
74,052
shares
|
$14.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
73,147
shares
|
$14.2 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
73,035
shares
|
$14.2 Million
0.35% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
72,509
shares
|
$14.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 24.24%
|
|