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 231 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,813
shares
|
$5.99 Million
0.47% of portfolio
|
Q3 2022
Added 8.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
30,430
shares
|
$5.91 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Paller Financial Services Inc
Centennial, CO |
Jan 15, 2026 Q4 2025 |
30,287
shares
|
$5.89 Million
4.82% of portfolio
|
Q4 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
30,266
shares
|
$5.88 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
30,254
shares
|
$5.88 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
30,238
shares
|
$5.88 Million
1.49% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
30,221
shares
|
$5.87 Million
0.57% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
30,096
shares
|
$5.85 Million
4.31% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,836
shares
|
$5.8 Million
0.13% of portfolio
|
Q2 2020
Added 3.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
29,825
shares
|
$5.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
29,728
shares
|
$5.78 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
29,716
shares
|
$5.78 Million
0.24% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
29,677
shares
|
$5.77 Million
3.05% of portfolio
|
Q3 2025
Added 143.31%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
29,411
shares
|
$5.72 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,303
shares
|
$5.7 Million
0.13% of portfolio
|
Q3 2022
Reduced 29.24%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
29,235
shares
|
$5.68 Million
0.18% of portfolio
|
Q4 2025
Reduced 37.09%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,212
shares
|
$5.68 Million
1.99% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
29,179
shares
|
$5.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,161
shares
|
$5.67 Million
0.33% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
29,097
shares
|
$5.66 Million
2.31% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
28,971
shares
|
$5.63 Million
3.59% of portfolio
|
Q4 2025
Added 102.59%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
28,935
shares
|
$5.62 Million
1.91% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
28,376
shares
|
$5.52 Million
2.59% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
28,294
shares
|
$5.5 Million
0.89% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
28,186
shares
|
$5.48 Million
0.19% of portfolio
|
Q3 2023
Added 0.0%
|
|