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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,857
shares
|
$4.05 Million
1.49% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
20,782
shares
|
$4.04 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
20,736
shares
|
$4.03 Million
3.02% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
20,613
shares
|
$4.01 Million
0.65% of portfolio
|
Q3 2025
Added 3151.26%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
20,507
shares
|
$3.99 Million
0.5% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
20,426
shares
|
$3.97 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
20,415
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
20,412
shares
|
$3.97 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
20,281
shares
|
$3.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
20,274
shares
|
$3.94 Million
0.33% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
20,219
shares
|
$3.93 Million
2.9% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
20,217
shares
|
$3.93 Million
0.1% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
20,195
shares
|
$3.93 Million
0.69% of portfolio
|
Q3 2025
Added 43.23%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
20,127
shares
|
$3.91 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20,067
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
19,859
shares
|
$3.86 Million
2.33% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
19,836
shares
|
$3.86 Million
1.94% of portfolio
|
Q4 2025
Reduced 4.96%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
19,712
shares
|
$3.83 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,706
shares
|
$3.83 Million
2.23% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
19,659
shares
|
$3.82 Million
1.46% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
19,628
shares
|
$3.82 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
19,497
shares
|
$3.79 Million
0.55% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,469
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Added 127.52%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
19,424
shares
|
$3.78 Million
0.36% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
19,375
shares
|
$3.77 Million
0.07% of portfolio
|
Q3 2025
Added 0.66%
|
|