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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
23,225
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,214
shares
|
$4.51 Million
0.21% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
23,186
shares
|
$4.51 Million
3.29% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
23,022
shares
|
$4.48 Million
0.94% of portfolio
|
Q4 2025
Added 26.19%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
23,003
shares
|
$4.47 Million
0.32% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
22,596
shares
|
$4.39 Million
0.41% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
22,534
shares
|
$4.38 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
22,498
shares
|
$4.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
22,489
shares
|
$4.37 Million
4.37% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
22,431
shares
|
$4.36 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
22,389
shares
|
$4.35 Million
0.89% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
22,280
shares
|
$4.33 Million
1.18% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
22,202
shares
|
$4.32 Million
1.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
22,184
shares
|
$4.31 Million
2.24% of portfolio
|
Q4 2025
Reduced 45.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,177
shares
|
$4.31 Million
0.03% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
22,173
shares
|
$4.31 Million
2.82% of portfolio
|
Q3 2025
Reduced 76.51%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
22,004
shares
|
$4.28 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
21,721
shares
|
$4.22 Million
2.22% of portfolio
|
Q3 2025
Reduced 67.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
21,464
shares
|
$4.17 Million
0.38% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
21,210
shares
|
$4.12 Million
0.3% of portfolio
|
Q3 2025
Reduced 39.95%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
21,123
shares
|
$4.11 Million
3.17% of portfolio
|
Q4 2025
Reduced 21.92%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
21,040
shares
|
$4.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,028
shares
|
$4.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
20,993
shares
|
$4.08 Million
1.84% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
20,867
shares
|
$4.06 Million
0.18% of portfolio
|
Q3 2025
Added 4.59%
|
|