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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
700,695
shares
|
$136 Million
4.5% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
697,503
shares
|
$136 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
687,705
shares
|
$134 Million
6.36% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
647,608
shares
|
$126 Million
0.2% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
635,580
shares
|
$124 Million
0.83% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
625,172
shares
|
$122 Million
6.05% of portfolio
|
Q4 2023
Added 5.77%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
624,740
shares
|
$121 Million
6.34% of portfolio
|
Q3 2025
Added 43.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
612,472
shares
|
$119 Million
0.3% of portfolio
|
Q2 2023
Added 22.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
589,533
shares
|
$115 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
585,994
shares
|
$114 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
584,713
shares
|
$114 Million
0.75% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
582,574
shares
|
$113 Million
6.65% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
582,095
shares
|
$113 Million
1.51% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
567,378
shares
|
$110 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
566,069
shares
|
$110 Million
8.52% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
564,406
shares
|
$110 Million
1.58% of portfolio
|
Q3 2025
Added 43.6%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
554,127
shares
|
$108 Million
5.28% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
551,883
shares
|
$107 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
550,293
shares
|
$107 Million
0.53% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
545,242
shares
|
$106 Million
0.2% of portfolio
|
Q3 2025
Added 60.12%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
535,221
shares
|
$104 Million
3.51% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
519,338
shares
|
$101 Million
0.75% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
511,164
shares
|
$99.4 Million
1.97% of portfolio
|
Q3 2025
Added 59.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,670
shares
|
$99.1 Million
0.19% of portfolio
|
Q3 2023
Added 8.55%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
505,170
shares
|
$98.2 Million
12.27% of portfolio
|
Q3 2025
Added 1.65%
|
|