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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
17,193
shares
|
$3.34 Million
2.22% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
17,102
shares
|
$3.32 Million
2.8% of portfolio
|
Q3 2025
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
17,072
shares
|
$3.32 Million
1.34% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
17,007
shares
|
$3.31 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
16,952
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2025
Added 187.13%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
16,890
shares
|
$3.28 Million
0.79% of portfolio
|
Q3 2025
Added 101.65%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
16,848
shares
|
$3.27 Million
0.24% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
16,666
shares
|
$3.24 Million
0.06% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,646
shares
|
$3.24 Million
0.09% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
16,643
shares
|
$3.24 Million
4.48% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
16,558
shares
|
$3.22 Million
1.42% of portfolio
|
Q4 2025
Reduced 32.2%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,487
shares
|
$3.2 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,346
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,164
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 86.82%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
16,076
shares
|
$3.12 Million
1.06% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
16,036
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
15,912
shares
|
$3.09 Million
0.73% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,746
shares
|
$3.06 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
15,742
shares
|
$3.06 Million
0.36% of portfolio
|
Q4 2025
Reduced 40.57%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
15,687
shares
|
$3.05 Million
1.04% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
15,660
shares
|
$3.04 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,619
shares
|
$3.04 Million
0.51% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,576
shares
|
$3.03 Million
0.73% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
15,569
shares
|
$3.03 Million
2.14% of portfolio
|
Q4 2025
Reduced 3.9%
|
|