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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
64,266
shares
|
$12.5 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
64,247
shares
|
$12.5 Million
0.54% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
64,010
shares
|
$12.4 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
63,020
shares
|
$12.2 Million
0.21% of portfolio
|
Q4 2025
Reduced 80.24%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
62,200
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 105.96%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
61,620
shares
|
$12 Million
3.45% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
61,339
shares
|
$11.9 Million
0.25% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
60,923
shares
|
$11.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
60,896
shares
|
$11.8 Million
1.41% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
60,547
shares
|
$11.8 Million
0.98% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
60,077
shares
|
$11.7 Million
4.23% of portfolio
|
Q4 2025
Reduced 40.82%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
59,666
shares
|
$11.6 Million
4.25% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
59,378
shares
|
$11.5 Million
9.69% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
59,131
shares
|
$11.5 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
57,848
shares
|
$11.2 Million
2.97% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
57,477
shares
|
$11.2 Million
6.2% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
57,397
shares
|
$11.2 Million
0.61% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
57,237
shares
|
$11.1 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
56,958
shares
|
$11.1 Million
2.22% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
56,779
shares
|
$11 Million
1.79% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
56,671
shares
|
$11 Million
7.86% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
55,918
shares
|
$10.9 Million
0.16% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
55,488
shares
|
$10.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
55,374
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
54,866
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 173.06%
|
|