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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,288
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
10,230
shares
|
$1.99 Million
0.55% of portfolio
|
Q4 2025
Reduced 40.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,225
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
10,220
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,216
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
10,187
shares
|
$1.98 Million
1.15% of portfolio
|
Q3 2025
Reduced 35.68%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
10,160
shares
|
$1.97 Million
1.14% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,155
shares
|
$1.97 Million
1.69% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,110
shares
|
$1.97 Million
0.71% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,043
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
10,037
shares
|
$1.95 Million
0.67% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
10,034
shares
|
$1.95 Million
0.44% of portfolio
|
Q3 2025
Added 46.4%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,020
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Added 49.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
9,976
shares
|
$1.94 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
9,952
shares
|
$1.93 Million
1.14% of portfolio
|
Q3 2025
Reduced 26.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,949
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 71.17%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,852
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2025
Reduced 61.4%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
9,845
shares
|
$1.91 Million
1.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
9,788
shares
|
$1.9 Million
1.05% of portfolio
|
Q4 2025
New holding
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
9,755
shares
|
$1.9 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
9,569
shares
|
$1.86 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
9,565
shares
|
$1.86 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,558
shares
|
$1.86 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
9,513
shares
|
$1.85 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,438
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|