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 |
|---|---|---|---|---|---|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
11,280
shares
|
$2.19 Million
1.99% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
11,185
shares
|
$2.17 Million
0.93% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
11,114
shares
|
$2.16 Million
1.9% of portfolio
|
Q4 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
11,108
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,074
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
11,047
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
11,030
shares
|
$2.14 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
11,028
shares
|
$2.14 Million
1.77% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
11,015
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
11,012
shares
|
$2.14 Million
0.41% of portfolio
|
Q3 2025
Added 100.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
10,980
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2025
Reduced 38.79%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
10,978
shares
|
$2.13 Million
0.27% of portfolio
|
Q4 2025
Added 422.02%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
10,951
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.99%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
10,942
shares
|
$2.13 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
10,875
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
10,859
shares
|
$2.11 Million
1.76% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
10,808
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,752
shares
|
$2.09 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
10,703
shares
|
$2.08 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
10,625
shares
|
$2.07 Million
0.33% of portfolio
|
Q3 2025
Added 309.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,502
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 72.72%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,366
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
10,308
shares
|
$2 Million
0.81% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,296
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 76.29%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
10,288
shares
|
$2 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|