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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
37,425
shares
|
$7.27 Million
5.65% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
37,412
shares
|
$7.27 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
36,980
shares
|
$7.19 Million
0.24% of portfolio
|
Q3 2025
Added 64.1%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
36,891
shares
|
$7.17 Million
0.5% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
36,682
shares
|
$7.13 Million
3.99% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36,596
shares
|
$7.11 Million
0.79% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
36,446
shares
|
$7.08 Million
1.07% of portfolio
|
Q4 2025
Added 4.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,125
shares
|
$7.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,073
shares
|
$7.01 Million
1.52% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
36,015
shares
|
$7 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
35,836
shares
|
$6.97 Million
2.96% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
35,765
shares
|
$6.95 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
35,239
shares
|
$6.85 Million
2.56% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
35,000
shares
|
$6.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
34,992
shares
|
$6.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
34,681
shares
|
$6.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
34,600
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,425
shares
|
$6.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
34,328
shares
|
$6.67 Million
1.87% of portfolio
|
Q3 2025
Reduced 31.57%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
34,238
shares
|
$6.66 Million
2.99% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
34,190
shares
|
$6.65 Million
3.34% of portfolio
|
Q4 2025
Added 2117.25%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
33,874
shares
|
$6.58 Million
3.82% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
33,556
shares
|
$6.52 Million
0.52% of portfolio
|
Q2 2023
Added 6.73%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
33,510
shares
|
$6.51 Million
0.36% of portfolio
|
Q4 2025
Added 6.68%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
33,383
shares
|
$6.49 Million
0.41% of portfolio
|
Q3 2025
Reduced 56.9%
|
|