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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
19,334
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
19,281
shares
|
$3.75 Million
0.02% of portfolio
|
Q4 2025
Reduced 12.02%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
19,171
shares
|
$3.73 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,171
shares
|
$3.73 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
19,138
shares
|
$3.72 Million
0.19% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
19,096
shares
|
$3.71 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
19,066
shares
|
$3.71 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,062
shares
|
$3.71 Million
0.89% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
19,036
shares
|
$3.7 Million
2.43% of portfolio
|
Q3 2025
Reduced 40.63%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
18,870
shares
|
$3.67 Million
1.54% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
18,819
shares
|
$3.66 Million
2.81% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
18,759
shares
|
$3.65 Million
1.45% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
18,747
shares
|
$3.64 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,742
shares
|
$3.64 Million
0.04% of portfolio
|
Q2 2025
Added 60.12%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
18,659
shares
|
$3.63 Million
1.76% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
18,609
shares
|
$3.62 Million
0.94% of portfolio
|
Q4 2025
Added 10.2%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
18,447
shares
|
$3.59 Million
0.53% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,196
shares
|
$3.54 Million
0.02% of portfolio
|
Q3 2025
Added 256.43%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
18,122
shares
|
$3.52 Million
2.46% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
17,831
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
17,746
shares
|
$3.45 Million
1.45% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17,517
shares
|
$3.4 Million
1.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
17,490
shares
|
$3.4 Million
2.98% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.35 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
17,205
shares
|
$3.34 Million
2.62% of portfolio
|
Q3 2025
Reduced 7.7%
|
|