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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,105
shares
|
$5.46 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
27,956
shares
|
$5.43 Million
0.81% of portfolio
|
Q3 2025
Reduced 42.97%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
27,948
shares
|
$5.43 Million
0.9% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
27,811
shares
|
$5.41 Million
0.77% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
27,754
shares
|
$5.39 Million
0.47% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
27,661
shares
|
$5.38 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.85%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
27,636
shares
|
$5.37 Million
2.23% of portfolio
|
Q4 2025
Reduced 31.41%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
27,612
shares
|
$5.37 Million
3.4% of portfolio
|
Q4 2025
Reduced 15.61%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
27,550
shares
|
$5.36 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,490
shares
|
$5.34 Million
4.69% of portfolio
|
Q3 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
27,483
shares
|
$5.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 43.79%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
27,432
shares
|
$5.33 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,421
shares
|
$5.33 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
27,375
shares
|
$5.32 Million
0.9% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,741
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
26,526
shares
|
$5.16 Million
2.6% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
26,480
shares
|
$5.15 Million
0.0% of portfolio
|
Q2 2023
Added 87.01%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
26,361
shares
|
$5.12 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
26,200
shares
|
$5.09 Million
2.86% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,191
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
26,135
shares
|
$5.08 Million
3.47% of portfolio
|
Q4 2025
Reduced 30.86%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
26,104
shares
|
$5.07 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,864
shares
|
$5.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
25,825
shares
|
$5.02 Million
1.36% of portfolio
|
Q4 2025
Reduced 44.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,807
shares
|
$5.02 Million
0.19% of portfolio
|
Q3 2025
Added 9.25%
|
|