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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,776
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 86.98%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
6,753
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,751
shares
|
$1.31 Million
0.69% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
6,713
shares
|
$1.3 Million
0.38% of portfolio
|
Q4 2025
Reduced 20.77%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,666
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2025
Reduced 16.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
6,653
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
6,615
shares
|
$1.29 Million
0.29% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
6,611
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
6,607
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2025
Reduced 6.5%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
6,577
shares
|
$1.28 Million
0.4% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
6,566
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
6,563
shares
|
$1.28 Million
0.46% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
6,556
shares
|
$1.27 Million
1.49% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,548
shares
|
$1.27 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,530
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 84.82%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
6,500
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
6,486
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
6,481
shares
|
$1.26 Million
0.87% of portfolio
|
Q4 2025
Reduced 32.11%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
6,480
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,476
shares
|
$1.26 Million
0.87% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
6,418
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2025
Reduced 63.62%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
6,385
shares
|
$1.24 Million
0.5% of portfolio
|
Q4 2025
Reduced 27.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
6,332
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,234
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
6,234
shares
|
$1.21 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|