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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
15,514
shares
|
$3.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,505
shares
|
$3.01 Million
0.68% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
15,441
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
15,368
shares
|
$2.99 Million
1.81% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,319
shares
|
$2.98 Million
0.29% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
15,298
shares
|
$2.97 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
15,209
shares
|
$2.96 Million
1.78% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
15,192
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2025
Added 81.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
15,146
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Added 169.07%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
15,068
shares
|
$2.93 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,030
shares
|
$2.92 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
15,013
shares
|
$2.92 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
14,913
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
14,827
shares
|
$2.88 Million
1.39% of portfolio
|
Q3 2025
Reduced 32.42%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
14,790
shares
|
$2.87 Million
0.78% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
14,760
shares
|
$2.87 Million
0.77% of portfolio
|
Q3 2025
Reduced 49.73%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
14,654
shares
|
$2.85 Million
2.56% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
14,597
shares
|
$2.84 Million
0.16% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
14,543
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2025
Reduced 40.23%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,450
shares
|
$2.81 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
14,443
shares
|
$2.81 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
14,273
shares
|
$2.77 Million
1.24% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
14,255
shares
|
$2.77 Million
1.61% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
14,152
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
14,115
shares
|
$2.74 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.11%
|
|