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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,912
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2025
Added 118.14%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
7,903
shares
|
$1.54 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
7,789
shares
|
$1.51 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
7,776
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2025
Reduced 28.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
7,734
shares
|
$1.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
7,724
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,674
shares
|
$1.49 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
7,669
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,650
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 69.44%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,632
shares
|
$1.48 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,561
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,532
shares
|
$1.46 Million
0.41% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,507
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
7,505
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2025
Reduced 47.24%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,504
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
7,493
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
7,472
shares
|
$1.45 Million
0.93% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,427
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
7,378
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
7,369
shares
|
$1.43 Million
0.76% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
7,326
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Added 79.47%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
7,320
shares
|
$1.42 Million
3.07% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,300
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,278
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Added 20.62%
|
|