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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
9,399
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
9,361
shares
|
$1.82 Million
1.24% of portfolio
|
Q4 2025
Reduced 3.92%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
9,348
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
9,321
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,310
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
9,179
shares
|
$1.78 Million
2.07% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
9,179
shares
|
$1.78 Million
1.34% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
9,103
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2025
Reduced 41.62%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,022
shares
|
$1.75 Million
0.27% of portfolio
|
Q4 2025
Reduced 5.08%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,021
shares
|
$1.75 Million
0.28% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
9,011
shares
|
$1.75 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
8,998
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
8,981
shares
|
$1.75 Million
0.82% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,968
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
8,966
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2025
Reduced 39.63%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
8,965
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2025
Reduced 35.42%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
8,961
shares
|
$1.74 Million
0.45% of portfolio
|
Q4 2025
Reduced 27.16%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
8,905
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,866
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2025
Added 109.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
8,836
shares
|
$1.72 Million
0.24% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
8,686
shares
|
$1.69 Million
0.44% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
8,629
shares
|
$1.68 Million
1.26% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
8,622
shares
|
$1.68 Million
0.36% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,604
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|