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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
14,074
shares
|
$2.74 Million
0.41% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
13,907
shares
|
$2.7 Million
1.05% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,820
shares
|
$2.69 Million
1.51% of portfolio
|
Q3 2025
Reduced 45.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
13,818
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,745
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
13,737
shares
|
$2.67 Million
2.98% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
13,731
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
13,687
shares
|
$2.66 Million
1.45% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
13,600
shares
|
$2.64 Million
0.21% of portfolio
|
Q3 2025
Reduced 72.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
13,469
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Added 112.71%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,427
shares
|
$2.61 Million
0.5% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
13,347
shares
|
$2.59 Million
0.83% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
13,315
shares
|
$2.59 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
13,186
shares
|
$2.56 Million
0.07% of portfolio
|
Q3 2025
Added 51.55%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
13,164
shares
|
$2.56 Million
1.65% of portfolio
|
Q4 2025
Reduced 34.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,143
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
13,062
shares
|
$2.54 Million
0.45% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
13,008
shares
|
$2.53 Million
0.64% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
12,961
shares
|
$2.52 Million
1.95% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
12,913
shares
|
$2.51 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
12,872
shares
|
$2.5 Million
0.95% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,793
shares
|
$2.49 Million
0.35% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
12,774
shares
|
$2.48 Million
1.8% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,743
shares
|
$2.48 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
12,639
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.18%
|
|