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 231 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
12,632
shares
|
$2.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 24.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,589
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.43 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
12,514
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2025
Added 60.72%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
12,486
shares
|
$2.43 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
12,467
shares
|
$2.42 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
12,213
shares
|
$2.37 Million
3.11% of portfolio
|
Q3 2022
Reduced 4.39%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12,133
shares
|
$2.36 Million
0.35% of portfolio
|
Q2 2023
Added 47.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
12,028
shares
|
$2.34 Million
1.43% of portfolio
|
Q3 2025
Reduced 89.29%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
12,000
shares
|
$2.33 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jan 16, 2026 Q4 2025 |
11,995
shares
|
$2.33 Million
4.19% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
11,963
shares
|
$2.33 Million
0.19% of portfolio
|
Q4 2025
Reduced 36.05%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
11,923
shares
|
$2.32 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,912
shares
|
$2.32 Million
0.14% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
11,809
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,741
shares
|
$2.28 Million
0.68% of portfolio
|
Q3 2023
Reduced 38.16%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,676
shares
|
$2.27 Million
0.29% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
11,651
shares
|
$2.26 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
11,648
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 36.94%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
11,589
shares
|
$2.25 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
11,471
shares
|
$2.23 Million
1.27% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
11,361
shares
|
$2.21 Million
0.46% of portfolio
|
Q3 2025
Added 1661.4%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,315
shares
|
$2.2 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,299
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2022
Added 44.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,286
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2024
Added 29.46%
|
|