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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
33,228
shares
|
$6.46 Million
1.68% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
33,214
shares
|
$6.46 Million
0.06% of portfolio
|
Q3 2025
Added 85.48%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
33,080
shares
|
$6.43 Million
1.17% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
33,054
shares
|
$6.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
33,030
shares
|
$6.42 Million
3.54% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
32,797
shares
|
$6.38 Million
0.47% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
32,777
shares
|
$6.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,644
shares
|
$6.35 Million
0.13% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
32,572
shares
|
$6.33 Million
0.25% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
32,531
shares
|
$6.32 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
32,469
shares
|
$6.31 Million
1.41% of portfolio
|
Q4 2025
Reduced 15.18%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
32,384
shares
|
$6.29 Million
1.07% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32,293
shares
|
$6.28 Million
2.32% of portfolio
|
Q2 2023
Added 49.07%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
32,280
shares
|
$6.27 Million
2.33% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
32,070
shares
|
$6.23 Million
2.73% of portfolio
|
Q4 2025
Reduced 40.51%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
32,042
shares
|
$6.23 Million
4.53% of portfolio
|
Q4 2025
Reduced 26.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
32,037
shares
|
$6.23 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
31,836
shares
|
$6.19 Million
0.32% of portfolio
|
Q4 2022
Added 59.46%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,812
shares
|
$6.18 Million
1.46% of portfolio
|
Q4 2022
Reduced 99.12%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,765
shares
|
$6.17 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.59%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
31,615
shares
|
$6.15 Million
2.3% of portfolio
|
Q3 2025
Reduced 32.48%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,592
shares
|
$6.14 Million
0.25% of portfolio
|
Q3 2025
Added 2332.02%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,271
shares
|
$6.08 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
31,067
shares
|
$6.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
31,027
shares
|
$6.03 Million
1.06% of portfolio
|
Q3 2025
Added 12.03%
|
|