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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
8,550
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
8,550
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,516
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
8,484
shares
|
$1.65 Million
0.39% of portfolio
|
Q4 2025
Reduced 43.0%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
8,480
shares
|
$1.65 Million
1.42% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
8,425
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
8,398
shares
|
$1.63 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
8,395
shares
|
$1.63 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,385
shares
|
$1.63 Million
0.09% of portfolio
|
Q4 2025
Added 8.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
8,255
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
8,238
shares
|
$1.6 Million
0.24% of portfolio
|
Q4 2025
Reduced 2.62%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,207
shares
|
$1.6 Million
0.53% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,199
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
8,167
shares
|
$1.59 Million
1.17% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
8,152
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
8,149
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
8,075
shares
|
$1.57 Million
0.28% of portfolio
|
Q2 2025
Added 395.4%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,066
shares
|
$1.57 Million
0.86% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
8,034
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
8,020
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
7,963
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2025
Reduced 10.36%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
7,948
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,931
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 4.26%
|
|