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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
44,246
shares
|
$8.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,112
shares
|
$8.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
43,753
shares
|
$8.5 Million
2.66% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
43,574
shares
|
$8.47 Million
0.3% of portfolio
|
Q4 2025
Reduced 9.92%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
43,135
shares
|
$8.38 Million
6.38% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
43,075
shares
|
$8.37 Million
2.29% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
42,462
shares
|
$8.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
42,044
shares
|
$8.17 Million
0.91% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
42,028
shares
|
$8.17 Million
5.51% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
41,775
shares
|
$8.12 Million
3.82% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
41,467
shares
|
$8.06 Million
2.87% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
40,934
shares
|
$7.96 Million
0.73% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
40,852
shares
|
$7.94 Million
2.68% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
39,683
shares
|
$7.71 Million
2.64% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
39,619
shares
|
$7.7 Million
4.96% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
39,390
shares
|
$7.66 Million
2.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
39,355
shares
|
$7.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
39,151
shares
|
$7.61 Million
5.73% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
38,997
shares
|
$7.58 Million
0.3% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
38,944
shares
|
$7.57 Million
2.37% of portfolio
|
Q4 2025
Added 4.43%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
38,657
shares
|
$7.51 Million
3.38% of portfolio
|
Q3 2025
Added 991.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
38,576
shares
|
$7.5 Million
0.0% of portfolio
|
Q3 2025
Added 26.28%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
38,355
shares
|
$7.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
38,121
shares
|
$7.41 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
37,625
shares
|
$7.31 Million
0.29% of portfolio
|
Q3 2025
Added 2.45%
|
|