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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
25,672
shares
|
$4.99 Million
1.67% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,649
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
25,613
shares
|
$4.98 Million
2.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
25,495
shares
|
$4.96 Million
2.73% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
25,408
shares
|
$4.94 Million
1.14% of portfolio
|
Q4 2025
Reduced 30.05%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
25,335
shares
|
$4.92 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,023
shares
|
$4.86 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
24,983
shares
|
$4.86 Million
3.44% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
24,965
shares
|
$4.85 Million
2.4% of portfolio
|
Q4 2025
Reduced 2.16%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
24,715
shares
|
$4.8 Million
1.88% of portfolio
|
Q3 2025
Reduced 35.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
24,697
shares
|
$4.8 Million
0.23% of portfolio
|
Q3 2025
Added 51.26%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
24,672
shares
|
$4.8 Million
4.15% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
24,668
shares
|
$4.79 Million
1.48% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
24,661
shares
|
$4.79 Million
0.69% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
24,543
shares
|
$4.77 Million
2.45% of portfolio
|
Q4 2025
Reduced 52.75%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
24,393
shares
|
$4.74 Million
2.91% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
24,256
shares
|
$4.71 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
24,251
shares
|
$4.71 Million
0.51% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
24,030
shares
|
$4.67 Million
3.35% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
23,859
shares
|
$4.64 Million
5.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,812
shares
|
$4.63 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
23,704
shares
|
$4.61 Million
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,432
shares
|
$4.55 Million
3.29% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
23,264
shares
|
$4.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
23,257
shares
|
$4.52 Million
0.34% of portfolio
|
Q4 2025
Added 58.3%
|
|