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 1,688 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 |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
49,041
shares
|
$9.53 Million
5.94% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
48,849
shares
|
$9.5 Million
0.03% of portfolio
|
Q3 2025
Added 54.58%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
48,789
shares
|
$9.48 Million
3.85% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
48,655
shares
|
$9.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
48,573
shares
|
$9.44 Million
0.19% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
48,144
shares
|
$9.36 Million
0.09% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
47,532
shares
|
$9.24 Million
5.25% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
47,451
shares
|
$9.22 Million
5.26% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
47,442
shares
|
$9.22 Million
4.12% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
47,416
shares
|
$9.22 Million
0.22% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
47,243
shares
|
$9.18 Million
2.56% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
46,692
shares
|
$9.08 Million
2.97% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
46,537
shares
|
$9.05 Million
1.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,496
shares
|
$9.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
46,473
shares
|
$9.03 Million
0.29% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
46,350
shares
|
$9.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
46,070
shares
|
$8.96 Million
2.77% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
44,906
shares
|
$8.73 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
44,852
shares
|
$8.72 Million
3.97% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
44,829
shares
|
$8.71 Million
0.31% of portfolio
|
Q4 2025
Reduced 11.64%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,749
shares
|
$8.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
44,451
shares
|
$8.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
44,397
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
Added 707.22%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
44,370
shares
|
$8.62 Million
1.32% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
44,246
shares
|
$8.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.37%
|
|