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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
70,607
shares
|
$13.7 Million
3.22% of portfolio
|
Q4 2025
Reduced 11.44%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
70,390
shares
|
$13.7 Million
5.16% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
70,249
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
69,584
shares
|
$13.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
69,489
shares
|
$13.5 Million
2.81% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,162
shares
|
$13.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
69,072
shares
|
$13.4 Million
2.28% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
68,349
shares
|
$13.3 Million
2.1% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
68,310
shares
|
$13.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
68,090
shares
|
$13.2 Million
0.38% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
67,961
shares
|
$13.2 Million
1.25% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
67,916
shares
|
$13.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 96.1%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
67,896
shares
|
$13.2 Million
3.9% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
67,859
shares
|
$13.2 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
67,718
shares
|
$13.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 23.16%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
67,462
shares
|
$13.1 Million
1.16% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
66,968
shares
|
$13 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
66,530
shares
|
$12.9 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
66,487
shares
|
$12.9 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
66,193
shares
|
$12.9 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
65,709
shares
|
$12.8 Million
3.89% of portfolio
|
Q4 2025
Reduced 44.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
65,577
shares
|
$12.7 Million
0.51% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$12.7 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
64,399
shares
|
$12.5 Million
5.28% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
64,399
shares
|
$12.5 Million
5.46% of portfolio
|
Q3 2025
Added 1.61%
|
|